Senior Home Office Transitional Financial Advisor
Edward Jones
Do you build relationships easily? Do you enjoy helping others? If you answered yes to these questions, the Headquarters (HQ) Transitional Financial Advisor may be the perfect role for you!
Edward Jones has an opening for a HQ Transitional Financial Advisor to maintain relationships with clients when a branch office needs a temporary Financial Advisor. This role will support 4-6 offices remotely. This person will be expected to travel 1-2/weeks per trimester, subject to change based on needs of the team.
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 comfortable working with clients via phone and email most of the time.
OFFICE HOURS: This office is available to clients Monday – Friday 8 am – 6 pm CST; work hours will be based on your time zone and will be discussed further in the interview process.
Key responsibilities:
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