Clnt Rel. Financial Rep, SRV
Headquarters
Saint Louis, MO; Tempe, AZ;
Job# 99516BR
Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future – in the here and now.
CRFRs are also responsible for supporting clients who are involved in potential legal, compliance, fraud or account dispute issues. The circumstances of these situations can be highly emotionally charged and can create a challenging working environment. Complex problem solving and strong conflict management skills are necessary for the CRFR to analyze risks while successfully resolving client situations with world class service. While some situations may need to be escalated to Compliance for further investigation, the CRFR’s goal is to act in a service recovery role to retain clients for the firm.
CRFRs fulfill this role by;
To fulfil the requirements for the role the associate must;
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.
Candidates that live within in 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.
Education/Certification
Years of Relevant Experience
Skills/Abilities
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.
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
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 2023, data as of December 2022. 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.
At Edward Jones, we partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. Hear from Synthea Fischer, Service Team Leader, on the culture at Edward Jones and how she’s supported in enabling healthier futures and advancing inclusive growth.
At Edward Jones, we partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. Hear from Bryan Roady, Senior Product Delivery Manager, on the culture at Edward Jones and how he’s supported in his role and division to promote healthier futures.
Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.
Where clients come first. And you are part of a branch team making a meaningful difference in people’s lives. Where the culture is surprisingly collaborative. And opportunities to lead push you to grow – as you grow your practice.
And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?
“As hard as I want to work determines how successful my business can be.”
– Mark Audet, CFP Financial Advisor – St. Louis
At Edward Jones, we support you with resources and training from day one. You’ll be joining a firm that is consistently recognized and awarded for our training. We believe you’ll see our investment in you as one of the best parts of working at Edward Jones. When you join the client team in your local branch, you won’t be on your own.
Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.
There’s no better way to flex your skillset than working with the best. And you will find the best here. We aggressively recruit a vast array of top talent that help us innovate. And build the tools and systems that support our goal of being the #1 choice for the serious long-term investor. Our clients’ needs are becoming more complex. They have high expectations for a personalized user experience that puts them in control – so they can feel confident managing their financial lives. You won’t be competing with your colleagues to develop the next breakthrough technology. We are a team. Some say a family. And our collaborative culture permeates every aspect of our firm. Including tech innovation. Everyone is working toward the same goal: to create technology to make it easier for our clients to do business with us. And when any of us succeed, it’s a win for all of us.
Our vast resources, solid reputation and commitment to making a meaningful difference in people’s lives attract next-level talent that creates an inspiring work environment. You won’t just be working alongside some of the industry’s best – you will be collaborating with them. Our relationships with our clients and each other are, in a word, authentic. And we hold ourselves accountable to both. Building products, services and technologies that strip out the complexity for our branch teams – and elevate our client-centric experience.
Our client-first focus comes with a promise: to think like them, not just about them. So much so that we can anticipate their needs before even they do. How? By staying ahead of changing regulations and mitigating risk for over 7 million clients. Developing new tools and technologies. Creating data driven innovative business solutions. And building automation, agility and nimbleness into our workflows. So we can pivot on a dime. Prepared to solve future challenges before they ever arise.
Service and Operations are known as places that grow and develop top talent at the firm. When you join our large divisions, you’ll have many opportunities to learn outside of your role. We have specialized focus areas, all waiting for you to expand your knowledge and contribution. Develop your skills. Work in many settings. And move down the path that interests you most. As your skills grow, your leader may recommend you for opportunities in other areas. Selflessly losing top talent – all in the name of your development. And the success of the firm.
Investment Products & Strategy is home to many areas of expertise. This works to your advantage. And supports your professional development. Working in research but curious about trusts? Check it out. Hired in banking but a trader at heart? Give it a try. Passionate about finding innovative ways to help clients protect their goals? Your leaders will encourage you to explore. Mentor you. And connect you with other leaders and colleagues who can show you the way. And you and your leader will have meaningful, performance and development discussions throughout the year. Not only at your annual review. So as your interests evolve, your leader can help you find the next opportunity. So you can find your niche.
Your professional development is our priority. World-class training, mentoring and continuing education – that’s a given. But you can expect so much more. Digital transformation throughout the firm creates a steady stream of opportunities for you to stretch your skills. In different tech areas – and different business areas. We promote collaboration and movement between divisions and departments. And encourage you to understand the business drivers by plugging you into design sprints, research projects and situations where you can see our workflows firsthand. Helping you find your passion, with so many paths to get there.
Tech? HR? Marketing? Operations? You’ve got the skills. We’ve got the team. We are a large firm with many areas of expertise but each division is small enough for you to make an impact. And you can test the waters in other areas. We encourage it. Learning new skills and gaining leadership experience along the way.
#1 Your performance drives your compensation – and we won’t limit it with earning caps. Not now, not ever.
#2 Our compensation is competitive and multi-faceted. Commissions and trimester bonuses – based on individual branch and firm profitability – make up the bulk of your variable income. But your total payout may include travel awards and profit sharing. And the opportunity to be rewarded for transitioning client relationships to financial advisors looking to grow.
#3 Our compensation is simple and transparent. We make it easy to understand how you are rewarded and strive to minimize grid changes. You know exactly what to expect and how to impact your results.
Being a partnership makes us distinctly different from our competitors. More than a structure, it’s a mindset. And it permeates every aspect of our business. From how we work with each other – think collaboration not competition – to our long-term investment philosophy. It’s most at work in our shared focus on doing what’s right for the client. And it’s easy for us to do. Because we have no competing interests. No shareholders clamoring for short-term profits. We can take the long view, because we only answer to our clients. And to ourselves. Our financial advisors find this single-minded focus freeing. A clear mandate for success. And a clear path to get there.
Moving your practice to another firm may be the most stressful decision of your professional life. We understand. And our transition team is here to help. From early days when you are just beginning to consider the opportunity. To that glorious first day of opening your practice. And our support is not one-size-fits-all. We will tailor your transition to you and your practice – with you leading the way. Ensuring a smooth transition for you and your clients. And a solid path forward for next-level growth.
As a valued branch-team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and promotes the well-being of you and your family.
As a valued branch team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and supports the well-being of you and your family.
How will I be compensated? Will my clients be taken care of? Will Edward Jones’ products meet my clients’ sophisticated needs? You have many questions, and we have the answers. Talk with firm leaders who can share their personal stories and insights. Meet with subject matter experts and learn about our technology, marketing, transition support – and how we can help you grow your practice your way.
Some of our most successful financial advisors come to us from other fields. Our training and development is designed to help you succeed. From helping you pass your licensing exams and training you to understand the complexities of our industry, to arming you with the knowledge and skills to build your practice, we invest in your training and development. Every. Step. Of. The. Way.
Occasionally we have recruiting events providing unique opportunities to network with hiring leaders and recruiters. Currently there are no events scheduled – please check back soon.