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Full timeFinance

Financial Advisor Support Specialist

Edward JonesSaint Louis, Missouri🇺🇸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, directly impacting client success while gaining valuable experience in wealth management and retirement planning. If you possess strong organizational and communication skills and are passionate about helping others achieve their financial goals, you will thrive in this supportive and inclusive environment. You'll enjoy competitive compensation and excellent professional development as you contribute to a reputable firm.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationSaint Louis, Missouri, United States
Microsoft Office

Job description

Edward Jones is seeking a Tailored Licensed Support Financial Advisor to help its financial advisors deliver attentive, relationship-based service to individual investors and small businesses. In this client-first role, you will support account administration, investment-related operations, meeting preparation, and follow-through on client requests while maintaining accurate records and handling sensitive information with integrity. You will collaborate with advisors and branch colleagues to support retirement planning and wealth management needs. The firm offers comprehensive training, support for professional licensing, competitive compensation, and opportunities for advancement in an inclusive, community-oriented environment. Bring strong communication, organization, and service skills, along with an interest in financial services and helping clients work toward their financial goals.

Responsibilities

  • Support financial advisors with client account administration and routine service requests.
  • Prepare materials and information for client meetings and follow up on action items.
  • Assist with investment-related operations and retirement and wealth management workflows.
  • Maintain accurate client records and protect confidential financial information.
  • Coordinate with advisors and branch colleagues to provide responsive, relationship-focused service.
  • Complete role-related training and pursue required professional licenses.

Required Skills

  • Financial account administration
  • Investment operations support
  • Client relationship management
  • Financial services knowledge
  • Retirement planning support
  • Wealth management support
  • Transaction processing
  • Regulatory compliance awareness
  • Data entry and recordkeeping
  • Microsoft Office and financial software

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