Tailored Licensed Support Financial Advisor
Edward Jones
Edward Jones Financial Advisor
This job posting is anticipated to remain open for 30 days, from 27-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. 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'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.
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.
- Current Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply and the ability to be registered in all 50 states at time of application.
- At least 3 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.
- Insurance License required and the ability to be licensed in all 50 states at the time of application.
- Must be able to understand information about various securities, market conditions, industry trends, financial planning and relationship building
- High School Diploma/Equivalent required; bachelor's degree preferred.
- Travel required to the HQ and branch teams served (travel up to 10%).
- Strong verbal and written communication skills required in various formats including video, telephone, and face-to-face.
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. 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.
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.
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.
Edward Jones- ...role in Tempe, AZ, focusing on delivering financial guidance and exceptional client service... ...for clients while collaborating with a supportive team. Starting compensation ranges from... ...pay and other eligible earnings. A FINRA license and finance/related degree are preferred...Suggested
- ...local Branch Office Team. Financial Advisors work together with the EJC... ...excellent client service and tailored client solutions to meet the... ...of both Series 63 and 65) licenses required to apply. ~ Insurance... ...Advisor or a position supporting FA's requiring extensive product...SuggestedTemporary workWork at officeLocal areaRemote workWork from homeHome officeFlexible hours3 days per week
- ...of applicants. Join a financial services firm where your... ...and 20,000 financial advisors across the U.S. and... ...heard, respected, and supported. This is what we believe... ...relationships, provide tailored solutions and help... ...Series 7 and Series 66 licenses, or a combination of Series...SuggestedTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours
- Bank of America is hiring a Financial Solutions Advisor Stage I to build and manage client relationships, obtain required securities licenses, and deliver core banking and investment solutions. The role advances through Stage II as you grow the client portfolio and expertise...SuggestedWork at office
- ...Management in Tempe, AZ seeks a Wealth Advisor to consult on investment and insurance... ...retain client relationships, and develop tailored financial plans. The role emphasizes driving... ...degree and 3+ years of experience; FINRA licenses and life/health credentials are highly...Suggested
- ...Financial Advisor This role can be hybrid remote depending on proximity... ...financial plans tailored to each client’s goals and values... ...compliance, and operational support. Comprehensive Support... ...coaching Training and licensing support Professional development...Full timeContract workFor contractorsWork at officeRemote work
- ...Morgan Stanley is seeking a Financial Services Representative to join our client-focused team. This role is unlicensed but provides a clear path to licensing through company-supported training for Series 7 and 63. You will handle inbound calls, educate clients about...
$57.6k - $66.1k
...commitment to helping clients own their financial futures. In this exciting role, you’ll give... ...your own professional journey with our supportive, nurturing culture and diverse set of... .... If you currently have your securities licenses, enjoy working in a team setting, and share...Day shift- ...ResponsibilitiesMeet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars... ...and industry guidelines, policy, procedure, compliance, licensing and training requirements. Maintain proficiency with...Local area
- ...45 years, Blue Trust advisors have applied biblical... ...help clients make wise financial decisions to experience... ...plans in a manner that is tailored to the needs of the... ...account reviews. 3. Supports (Sr.) Financial... ...preferred. Certifications, Licenses and Registrations...Work at office
- ...in Tempe, AZ. This entry-level role offers hands-on training and mentorship from experienced Mortgage Loan Officers to grow into a licensed Mortgage Loan Officer. You will handle client inquiries, follow scripts, and guide borrowers through the early loan stages while...Traineeship
- ...our commitment to helping clients own their financial futures. In this role you’ll educate clients... ...Academy with paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series 7 & 63 licenses. A growth mindset and client focus are essential...
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique... ...client-building and obtaining licenses. Our award-winning training... ...personalized, holistic financial plans tailored to every client’s unique... ...with clients to support them through every stage of...Full timeContract workFor contractorsWork at office- PNC Wealth Management seeks a Wealth Advisor to consult on investment and insurance strategies... ...client relationships, and develop tailored financial plans. The role emphasizes driving... ...and 3+ years of experience, with FINRA licenses and life/health insurance credentials highly...Work at office
- WealthBridge Financial Group is seeking driven, results‑oriented career... ...Metro East area to join our advisor team. No prior financial... ...experience is required; we offer pre-licensing guidance, a 4‑week joint‑... ...objectives and offer tailored strategies across planning areas...
$70.56k - $86.24k
...make better and smarter financial decisions and enabling the communities we support to grow and succeed. We... ...The Wealth Connect Advisor provides personalized financial... ...position to develop tailored recommendations that... ...Qualifications Must be FINRA licensed with Series 7, 66 (or 6...Temporary workWork experience placementWork at officeLocal area- ...Description About Us: GoldBook Financial is a premier wealth... ...Opportunity: As a Financial Advisor at GoldBook Financial, you will... ...comprehensive financial plans tailored to clients' specific life goals... ...and Series 66 (or 63 and 65) licenses. Proven track record of meeting...Local area
$75k - $172.54k
...Description WealthBridge Financial Group is seeking... ...experienced financial advisors in Phoenix Metro. In this... ...your clients with tailored strategies that align... ...Life & Health insurance license; SIE plus Series 6/7 and... ...and ongoing training support — advanced designation...Contract work$80k - $115k
...Description WealthBridge Financial Group is seeking... ...Metro team of financial advisors. In this position, you... ...objectives and provide tailored advice and strategies... ...required: we provide pre-licensing guidance, a 4-week... ...assess client needs, supported by our specialist network...Contract workFor contractors- ...delivering talented and dedicated advisors, a full range of investment... ...achieve their most important financial goals. That's why we're going... ..., experience, training, and support to successfully launch your... ...responsibilities: Obtain FINRA licenses required for the Investment...Full timeWork at officeRemote workVisa sponsorship
- ...Partner Support Specialist Join the Team at American First Finance... ...PowerPoint) Valid driver's license and car insurance for... ...property, offering accessible financial solutions to the communities... ...access flexible financing options tailored to their needs. With a workforce...Work at officeFlexible hours
- ...motivated individuals to become Financial Representatives, launching a... ...advisory practice with full support. You’ll build client bases,... ...compensation structure. Training covers licenses (Life/Health, SIE, Series 6/7... ...to a national network of experienced advisors. #J-18808-Ljbffr...
$150k
...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote About AQI... ...for advisors. It offers comprehensive support on critical tasks, allowing you to focus... ...CFA) are preferred Series 65 or 66 licensing is required What We Offer...Work at officeRemote work- ...Arizona State University in Tempe seeks a dedicated Financial Aid Counselor to evaluate student financial needs, advise on aid options and manage awards within federal and institutional guidelines. You will coordinate loan, work-study, scholarships and grants; analyze...
$300k
...Financial Advisor – Join the Founding Team of Our New Mesa, Arizona Office Foguth Financial... ...a proven platform backed by leadership support, dedicated operational resources, marketing... ...equivalent ~ Arizona Health & Life License (or ability to obtain) ~ Clean compliance...Full timeWork at office- ...FA Bankers Life® Financial Advisors help clients live more and worry less through personalized financial... ...will have: · Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this...Full timeWork at officeFlexible hours
$87.4k - $123.4k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...of their financial life, delivering tailored advice and solutions that meet their long... ...Empower's dedicated services model, supporting large and mega-sized institutional clients...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Description: At Larson Financial Group, LLC, we are... ...to developing tailored financial plans, youll... ...Youll collaborate with advisors and internal teams to... ...career in a fast-paced and supportive environment. Job... ...planning Series 7 and 66 licenses required CFP or CPA...Work experience placementLive outWork at office
$45k - $100k
...Edward Jones is seeking a Financial Advisor in Mesa, Arizona, to help clients achieve long-term... ...The role offers robust training and a support network to help new advisors develop. A... ...with a willingness to obtain necessary licensing. The total compensation package offers...- ...common purpose to help make financial lives better through the power... ...developing exceptional talent, supporting our teammates's physical,... ...! As a Financial Solutions Advisor Stage I (FSA I), your journey... ...obtaining your Securities Industry licenses, where you receive dedicated...Work at officeImmediate startMonday to FridayShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tailored Licensed Support Financial Advisor. Be the first to apply!
- support specialist remote Tempe, AZ
- family support officer Tempe, AZ
- event support specialist Tempe, AZ
- direct support specialist Tempe, AZ
- integration support specialist Tempe, AZ
- recruiting support specialist Tempe, AZ
- application support associate Tempe, AZ
- family support specialist Tempe, AZ
- computer network support specialist Tempe, AZ
- system support specialist Tempe, AZ




