- Preserve and restore customer relationships when a former Financial Advisor 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 Business Office Administrators to ensure a high level of customer service
- Keep the department apprised of any Compliance/Field Service concerns
- 2+ years of experience as a Financial Advisor
- Series 7 and 66 licenses required
- Insurance licenses required: life, health and variable annuity
- Commit to 100% travel
- 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
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Transitional Financial Advisor 100% Travel - Saint Louis, United States - Edward Jones
Description
Job OverviewAre you a financial advisor who does not enjoy prospecting? Are you someone who loves to travel and help where there's a need? Do you build relationships easily? If you answered yes to these questions, the Transitional Financial Advisor may be the perfect role for you
Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. The position requires flexibility, reliability and traveling full time to work in open offices until a full time FA is hired.
Desired candidates will need to build relationships with clients easily and be able to provide appropriate investment advice based on the clients' needs. Due to this, you will need two years of experience as a Financial Advisor and must be available to travel 100% of the time during the week; you will be home every other weekend.
What you'll do...
What you'll need
Awards & 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
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
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.
