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Financial Services Professional

4 weeks ago

Issaquah, Washington, United States Edward Jones Full time
Client Advocate Role

We're seeking a skilled communicator and problem solver to join our team as a Client Advocate. As a Client Advocate, you'll work closely with our Financial Advisors to provide personalized investment and financial solutions to clients. Your strong relationships skills and attention to detail will help you build trust with clients and deliver exceptional results.

Key Responsibilities:

  • Gather information and collect suitability to understand clients' needs and priorities
  • Meet with clients regularly to track progress and adjust their strategy
  • Partner with other professionals to help clients achieve their goals
  • Research portfolio performance and make recommendations to clients

Requirements:

  • High School Diploma/Equivalent required; Bachelor's degree preferred
  • Series 7 and Series 66 required, if not currently registered
  • At least 3-5 years of relevant experience in securities industry preferred

About Us:

At Edward Jones, we're committed to providing exceptional service to our clients and building a positive work environment for our associates. We're proud to be a Fortune 500 company and a leader in the financial services industry.