Senior Transitional Representative

Job Overview Position Schedule: Full-Time This job posting is anticipated to remain open for 30 days, from 08-Sep-2025. The posting may close early due to the volume of applicants. 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 Compensation and Benefits The 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 Qualifications 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 About Us Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are privately owned and focused on our clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to 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. We are committed to a culture where associates are seen, heard, respected, and supported. 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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