Tailored Licensed Support Financial Advisor

• Job Description:

• 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 Makes You Successful
• + 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. + Seamlessly shift between two branch teams, prioritizing needs and delivering exceptional service every day.

• What We Offer
• + A high-impact role that positions you as a key contributor to branch success and client satisfaction. + Opportunities to grow your financial planning expertise as the firm expands in this space. + Access to advanced tools, resources, and ongoing learning to keep you ahead in a dynamic industry.
• Company description
• 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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

• Awards and 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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades) Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

• Awards and Accolades
• 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.
• Requirements
• + High School Diploma/Equivalent required; bachelor's degree preferred. +
• Current Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply.
• + •Insurance License required and the ability to be licensed in all 50 states at the time of application.
• + At least 3-5 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. + Must be able to understand information about various securities, market conditions, industry trends, financial planning and relationship building + Strong critical thinking skills are necessary. + Ability to provide support on Day 1 and immerse yourself in a branch team's business plan to quickly contribute to their success. + Strong verbal and written communication skills required in various formats including video, telephone, and face-to-face. + Travel required to the HQ and branch teams served (travel up to 10%).

• _•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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.
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