Financial Services Professional

6 days ago


Santa Barbara, California, United States Edward Jones Full time

About the Role: We are seeking a highly motivated and results-driven Financial Services Professional to join our team. As a key member of our branch office, you will play a critical role in building strong relationships with our clients, identifying opportunities to create efficiency, and delivering exceptional personalized service.

What You'll Do:

  • You will work closely with our financial advisors to develop strategies for client growth and retention.
  • Manage multiple priorities in a deadline-driven environment while maintaining high-quality standards.
  • Develop a deep understanding of our clients' needs and preferences to deliver tailored solutions.

Why Join Us?

We offer a competitive compensation package, including an estimated salary range of $25-$32 per hour, depending on experience. Our comprehensive training program will equip you with the skills and knowledge necessary to excel in this role. You will also enjoy a dynamic work environment that values innovation, flexibility, and inclusivity.

Your Background:

  • A degree in business administration, finance, or a related field is preferred.
  • 2+ years of experience in a customer-facing role, preferably in the financial services industry.
  • Excellent communication and interpersonal skills.

What's Next?

Apply now to take the first step towards a rewarding career as a Financial Services Professional at Edward Jones.



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