Tailored Licensed Support Financial Advisor

This job posting is anticipated to remain open for 30 days, from 05-Feb-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. <br /> This is not just a support role, its a strategic partnership. TLS Financial Advisors are licensed financial professionals with deep industry knowledge and firsthand branch experience. From day one, youll 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 firms future. <br /><br /> What Makes You Successful <ul><li> Build meaningful relationships with the branch team and their clients, with an understanding of legal and regulatory requirements related to providing financial solutions. </li><li> 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. </li><li> Research portfolio performance, costs/fees, and asset allocation; recommend adjustments that optimize client outcomes. </li><li> 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. </li><li> 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. </li><li> Apply firm systems and resources to deliver Goal-Based Advice in a tailored, forward-thinking approach. </li><li> Seamlessly shift between two branch teams, prioritizing needs and delivering exceptional service every day. </li></ul> What We Offer <ul><li> A high-impact role that positions you as a key contributor to branch success and client satisfaction. </li><li> Opportunities to grow your financial planning expertise as the firm expands in this space. </li><li> Access to advanced tools, resources, and ongoing learning to keep you ahead in a dynamic industry. </li></ul> <br /> Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. <ul><li> High School Diploma/Equivalent required; bachelor's degree preferred. </li><li> Current Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply. </li><li> Insurance License required and the ability to be licensed in all 50 states at the time of application. </li><li> At least 3-5 years of securities industry experience as a Financial Advisor or equivalent position requiring extensive product, service, market and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred. </li><li> Must be able to understand information about various securities, market conditions, industry trends, financial planning and relationship building </li><li> Strong critical thinking skills are necessary. </li><li> Ability to provide support on Day 1 and immerse yourself in a branch teams business plan to quickly contribute to their success. </li><li> Strong verbal and written communication skills required in various formats including video, telephone, and face-to-face. </li><li> Travel required to the HQ and branch teams served (travel up to 10%). </li></ul> **Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.** <p>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.</p> 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 . <br /><br />Qualified applicants with arrest or conviction records will be considered for employment 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: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .