Tailored Licensed Support Financial Advisor

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.