Financial Services Professional
7 days ago
We are seeking a skilled Financial Services Professional to join our team as a Client Advocate. In this role, you will act as a key liaison between clients and financial advisors, providing exceptional customer service and support.
About the JobThis is a full-time position that requires strong problem-solving skills, attention to detail, and excellent communication abilities. As a Client Advocate, you will be responsible for gathering information, collecting suitability information to open new accounts, researching portfolio performance, and making recommendations to financial advisors.
You will also execute buy/sell orders, confirm with clients, and answer general client questions regarding Edward Jones stock recommendations and withdrawals. Additionally, you will actively participate in business planning and work collaboratively with the branch team to evaluate and execute strategies.
Requirements- 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
We offer a comprehensive benefits package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also provide a 401k retirement plan, tax-advantaged accounts, paid holidays, vacation time, sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing.
SalaryThe estimated salary for this position is $25-$30 per hour, depending on experience. This translates to an annual salary of approximately $52,000-$62,400.
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