Homeoffice Senior Transitional Representative bei Edward Jones
Edward Jones · Tempe, Vereinigte Staaten Von Amerika · Remote
- Senior
Opportunity Overview
Description: Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when former financial advisors (FAs) are unable to meet that obligation. The position requires flexibility, reliability and traveling full time to work in open offices. Desired candidates possess 2 or more years of experience as an Edward Jones financial advisor and are available to travel 100% with home visits scheduled every other weekend. Associates are responsible for managing travel expenses and submitting for reimbursement. Professional designations are strongly preferred.
Key responsibilities:
Key responsibilities:
- Preserve and restore client relationships when a former FA is unable to meet those obligations.
- Provide excellent client service and suitable investment advice during the transition period.
- Provide initial contact and ongoing guidance and service to the clients.
- Research and resolve any service issues or unfinished tasks.
- Work in partnership with the boa to ensure a high level of customer service.
- Keep the department apprised of any Compliance / Field Service concerns
Position Type
Home Office
Position Schedule
Full-Time
EEO Statement
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Posting Location
Arizona, Tempe, Missouri, St. Louis
Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
External Flexible Work Option(s)
Remote
Awards and Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Country
United States
Search Headquarters Positions by Area of Interest
Branch Office Support
Position Requirements
- Series 7 and 66 licenses and insurance licenses required: life, health and variable annuity
- Insurance licenses required: life, health and variable annuity
- 100% travel
- 2+ years of experience as an Edward Jones financial advisor
- Extensive flexibility, reliability and strong decision-making skills
- Strong communication and organizational skills
- Strong telephone and customer service skills
- Bachelor's degree in a business-related field is preferred
- Professional designations are preferred
Salary Information
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
