Investment Consultant
1 week ago
At Edward Jones, our commitment to our clients drives our operations, and our Service and Operations divisions play a crucial role in this mission. We are dedicated to advocating for our extensive client base through effective communication, safeguarding against fraud, and managing investment distributions. Our goal is to protect client investments by minimizing risks and innovating new operational methods. We leverage insights to develop forward-thinking solutions that address current needs.
Position Overview
Schedule: Full-Time
- The Branch Development division is responsible for recruiting, training, and supporting branch teams to ensure an exceptional client experience. As a vital link between branches and the corporate office, you will significantly influence the firm's core profit center and gather essential insights that shape our strategies.
Role Description:
The Edward Jones Connection (EJC) department serves as a fiduciary, providing remote support to our smaller clients in collaboration with their local Branch Office Team. Financial Consultants work alongside the EJC service team to ensure a superior client experience that mirrors that of a branch office. This role involves direct client interaction via phone or technology platforms. The ideal candidate will possess a solid understanding of the Financial Consultant role at Edward Jones or have relevant experience in client relations, branch operations, products, or services. This is a salaried position that can be performed from home.
We offer extended service hours to accommodate clients from 7:30 am to 5:30 pm CST. Your specific schedule will reflect your time zone and may adjust based on departmental needs. Most associates in the department typically work Monday through Friday from 8:00 am to 5:00 pm locally.
Key Responsibilities:
- Serve as the Financial Consultant for our smaller clients, including SEP/Simple IRA participants, while maintaining the client relationship with the local branch team.
- Engage with clients daily to enhance their connection with our firm and support those already engaged.
- Deliver exceptional client service and customized solutions to meet individual client needs.
- Provide initial outreach and ongoing guidance to clients.
- Investigate and resolve service issues or outstanding tasks.
- Collaborate with Client Service Administrators (CSAs) to ensure a high standard of customer service.
- Keep the department informed of any compliance or supervision concerns.
Minimum Salary: $59,886
Maximum Salary: $98,752
Qualifications:
Current Series 7 and 66 (or a combination of Series 63 and 65) licenses are required for application.
- Insurance license may be required in the future (life, health, and variable annuity).
- Experience as an Edward Jones Financial Consultant is highly preferred.
- A bachelor's degree in a business-related field is preferred.
- Ability to comprehend information about various securities and business functions is essential. Must be capable of understanding and communicating research opinions and information on companies and investments; discussing current market conditions, industry trends, and financial topics in the news.
- Strong flexibility, reliability, and sound decision-making skills.
- Proven communication and organizational abilities.
- Exceptional telephone and customer service skills.
- Strong computer proficiency with the ability to learn and apply technical information.
- Bilingual candidates in Spanish are a plus.
- Home-based associates will undergo annual audits of their home office.
- Candidates residing within a commutable distance from our home office locations are expected to work in the office three days per week, preferably Tuesday through Thursday.
At Edward Jones, we strive to create an environment where everyone feels valued. We take pride in our associates' contributions and the accolades we have received.
Check out our awards and recognitions: Insights & Information Blog Postings about Edward Jones
About Edward Jones
Join a financial services firm that values your contributions. Edward Jones is a Fortune 500 company that prioritizes people. With over 8 million clients and 19,000 financial consultants across the U.S. and Canada, we are proud to be privately owned, focusing on our clients rather than shareholder returns.
Our purpose is to partner for positive impact, improving the lives of our clients and colleagues, and enhancing our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.
At Edward Jones, associates are seen, heard, respected, and supported. We believe this makes us the ideal place to start or advance your career.
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