Business Development Professional
1 week ago
As a Business Development Professional, you will be an integral part of our client team, working under the leadership of a financial advisor. This role requires you to thrive in an inclusive team environment, be a continuous learner, and possess a people-serving mindset. You will complement your financial advisor to create capacity and provide value to your community.
Key Responsibilities:- Deepen relationships with existing clients by gathering information and collecting suitability information to open new accounts.
- Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation.
- Execute Financial Advisor solicited buy/sell orders and confirm with clients.
- Answer general client questions regarding Edward Jones Stock recommendations and withdrawals.
- A competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage.
- A culture of continuous improvement and professional development.
- Full-time Associates receive 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
- Eligibility for bonuses and profit sharing.
- High School Diploma/Equivalent required; Bachelor's degree preferred.
- 3-5 years of relevant experience in securities/financial services industry preferred.
- Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
The estimated salary for this role is between $48,563 - $56,047 per year, based on location in Wisconsin Rapids, WI.
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