Financial Services Professional

4 weeks ago


New Orleans, Louisiana, United States Edward Jones Full time
Client Advocate Role at Edward Jones

We are seeking a skilled and dedicated Client Advocate to join our team at Edward Jones. As a Client Advocate, you will work closely with our financial advisors to provide exceptional service to our clients, build strong relationships, and drive business growth.

Key Responsibilities:

  • Gather information and collect suitability to deeply understand clients' needs, priorities, and concerns.
  • Meet with clients regularly to track progress toward goals, uncover additional assets, and adjust their strategy to ensure their needs are met.
  • Partner with other members of the clients' professional team to help fully understand clients' goals and circumstances.
  • Research portfolio performance, cost/fees, asset allocation, and make recommendations to clients.
  • Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.

Requirements:

  • High School Diploma/Equivalent required; Bachelor's degree preferred.
  • Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
  • At least 3-5 years of relevant experience in securities industry preferred.

About Edward Jones:

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.



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