Financial Advisor Client Support Specialist

Edward JonesTempe, Arizona🇺🇸United StatesPosted Oct 15, 2026

Why This Role Stands Out

This hybrid role at Edward Jones offers a fantastic opportunity to grow your career in financial services, supporting clients and advisors while developing in-demand skills in investment operations and client relations. If you have a passion for client service, a keen eye for detail, and an interest in wealth management, you'll thrive in their collaborative, client-first culture with competitive compensation and professional development support. Don't miss out on this chance to build a rewarding career!

Quick Overview

Seniority

Mid Senior

Employment type

Full Time

Work mode

Hybrid

Location

Tempe, Arizona, United States

Job Description

Edward Jones is seeking a Tailored Licensed Support Financial Advisor to help deliver thoughtful, responsive support to clients and financial advisors. In this role, you will assist with investment account administration, process transactions, maintain accurate client records, and support financial planning conversations. You will help clients navigate account services while protecting confidential information and following applicable regulations. Ideal candidates bring strong customer service, attention to detail, and an interest in investments and wealth management. Edward Jones offers a collaborative, client-first culture, comprehensive training, support for professional licensing, competitive compensation, and opportunities for career growth.

Responsibilities

Provide responsive service to clients and support financial advisors with day-to-day requests.
Assist with investment account opening, maintenance, and documentation.
Process and track transactions while ensuring accuracy and timely completion.
Support financial planning and investment-related client conversations.
Maintain confidential client records and follow applicable compliance procedures.
Coordinate with colleagues to resolve account and service issues.

Required Skills