Senior Transtional Representative

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.

Job Overview

Position Schedule: Full-Time

This job posting is anticipated to remain open for 30 days, from 04-Aug-2025. The posting may close early due to the volume of applicants.

Description: Edward Jones has an opening for a Transitional Financial Advisor to maintain relationships with clients when former financial advisors (FAs) are unable to meet that obligation. The position requires flexibility, reliability and traveling full time to work in open offices. Desired candidates possess 2 or more years of experience as an Edward Jones financial advisor and are available to travel 100% with home visits scheduled every other weekend. Associates are responsible for managing travel expenses and submitting for reimbursement. Professional designations are strongly preferred.

Key responsibilities:

• Preserve and restore client relationships when a former FA 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 boa to ensure a high level of customer service.
• Keep the department apprised of any Compliance / Field Service concerns

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: $61600
Hiring Maximum: $101600

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.

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Skills/Requirements

• Series 7 and 66 licenses and insurance licenses required: life, health and variable annuity
• Insurance licenses required: life, health and variable annuity
• 100% travel
• 2+ years of experience as an Edward Jones financial advisor
• 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
• Professional designations are preferred

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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

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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 9 million clients and 20,000 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 2024, data as of December 2023. 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.

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