Tailored Licensed Financial Advisor
Listed on 2026-01-27
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Finance & Banking
Financial Consultant
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals.
If these words resonate with you, we should talk.
Position
Schedule:
Full-Time
This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants.
At Edward Jones, the Tailored Licensed Support (TLS) Team plays a critical role in delivering exceptional client experiences and driving branch success. Acting as a fiduciary partner, TLS Financial Advisors work remotely alongside branch teams to provide goal-based financial advice, ensuring clients receive personalized strategies that align with their long‑term objectives.
This is not just a support role, it's a strategic partnership. TLS Financial Advisors are licensed financial professionals with deep industry knowledge and firsthand branch experience. From day one, you'll be empowered to perform the same licensed tasks as a Financial Advisor, while partnering with two branch teams to strengthen client relationships and accelerate business growth. Your work will have a meaningful impact on client outcomes, branch performance, and the firm's future.
WhatMakes You Successful
- Build meaningful relationships with the branch team and their clients, with an understanding of legal and regulatory requirements related to providing financial solutions.
- Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Research portfolio performance, costs/fees, and asset allocation; recommend adjustments that optimize client outcomes.
- Gathering information and collecting suitability information to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
- Meeting clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
- Apply firm systems and resources to deliver Goal-Based Advice in a tailored, forward‑thinking approach.
- Seamlessly shift between two branch teams, prioritizing needs and delivering exceptional service every day.
- A high‑impact role that positions you as a key contributor to branch success and client satisfaction.
- Opportunities to grow your financial planning expertise as the firm expands in this space.
- Access to advanced tools, resources, and ongoing learning to keep you ahead in a dynamic industry.
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.
Hiring Minimum: $74,600
Hiring Maximum: $122,800
Skills/Requirements- High School Diploma/Equivalent required; bachelor's degree preferred.
- Current Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply.
- Insurance License required and the ability to be licensed…
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