Tailored Licensed Support Financial Advisor
Edward Jones
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.
What You Will Do
- 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.