Financial Services Professional

3 weeks ago


Hartwell, Georgia, United States Edward Jones Full time
About the Role

We are seeking a highly skilled Financial Services Professional to join our team at Edward Jones. As a Registered Branch Associate, you will play a critical role in providing exceptional client experiences and supporting financial advisors in achieving their goals.

Key Responsibilities
  • BUILD STRONG CLIENT RELATIONSHIPS: Deepen relationships with existing clients, gather information to open new accounts, and execute buy/sell orders as directed by financial advisors.
  • SUPPORT FINANCIAL ADVISORS: Provide research on portfolio performance, cost/fees, asset allocation, and make recommendations to financial advisors and communicate to clients when in agreement.
  • STAY CURRENT ON REGULATIONS: Continuously develop knowledge of legal and regulatory requirements related to selling financial solutions.
Requirements
  • EXPERIENCE: 3-5 years of relevant experience in securities/financial services industry preferred.
  • EDUCATION: High School Diploma/Equivalent required; Bachelor's degree preferred.
  • LICENSING: Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
Benefits

We offer a competitive salary, with an estimated range of $$25.00-$28.00 per hour, depending on experience and qualifications. Additionally, we provide a comprehensive benefits package, including medical and prescription drug coverage, dental and vision insurance, and a 401(k) retirement plan with company match. Our associates also enjoy flexible scheduling, paid time off, and opportunities for professional development and growth.



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