Sr. Financial Advisor - Connection

Sr. Financial Advisor – Edward Jones Connection

Apply for the Sr. Financial Advisor - Edward Jones Connection role at Edward Jones.

$72,700.00/yr - $/yr

The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex.

The position is salaried and available as a home‑based role with extended hours from 7:30 am–5:30 pm CST. Core hours are Monday–Friday 8:00 am–5:00 pm local time.

• Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team.
• Work daily to re‑engage clients with the firm and serve existing clients.
• Provide excellent client service and tailored solutions to meet client needs.
• Provide initial contact and ongoing guidance and service to clients.
• Research and resolve service issues or unfinished tasks.
• Partner with Client Service Administrators (CSAs) to ensure high level of customer service.
• Keep the department apprised of any compliance/field supervision concerns.

Minimum: $72,700;
Maximum: $119,800.

• Current Series 7 and 66 (or combination of Series 63 and 65) licenses required.
• Insurance license may be required in the future (life, health, variable annuity).
• 5+ years of securities industry experience as a Financial Advisor or in a position supporting advisors.
• Bachelor's degree in a business‑related field strongly preferred.
• Strong critical‑thinking, feedback, communication, and computer skills (Salesforce, Money Guide, Excel).
• Ability to seek, receive, and implement feedback.
• Extensive flexibility, reliability, and sound decision‑making skills.
• Strong verbal and written communication, including telephone and customer‑service skills.
• Comfortable learning and applying technical information.

Includes medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, basic life, basic AD&D, 401(k), health savings account, flexible spending account, paid holidays, vacation, sick time, personal days, volunteerism, profit‑sharing, and employee assistance program.

Qualified applicants with arrest or conviction records will be considered in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a‑3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: (Use the "Apply for this Job" box below)..

Mid‑Senior level

Full‑time

Finance and Sales