Financial Services Associate

1 month ago


Charlotte, North Carolina, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and detail-oriented Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Provide personalized service to clients, ensuring they feel understood and informed about their financial needs.
  • Assist in the annual business planning process to develop strategies for the upcoming year.
  • Identify opportunities to create efficiency and improve client relationships.
  • Manage multiple priorities in a deadline-driven environment.
  • Stay up-to-date with current and new office technology.
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to mentor you.
  • A wide support network that extends from your branch office to your region to the home office.
  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services/markets work.
About Us

Edward Jones is a Fortune 500 company where people come first. We're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.



  • Charlotte, North Carolina, United States Jobot Full time

    Unlock Your Potential as a Wealth Management AssociateAt Jobot, we're passionate about empowering our clients, their families, and our teammates to achieve their goals. As a Wealth Management Associate, you'll play a vital role in serving high-net-worth families and business owners across the country.Key Responsibilities:Assist clients, wealth advisors, and...


  • Charlotte, North Carolina, United States Jobot Full time

    Unlock Your Potential as a Wealth Management AssociateAt Jobot, we're passionate about empowering our clients, their families, and our teammates to achieve their goals. As a Wealth Management Associate, you'll play a vital role in serving high-net-worth families and business owners across the country.Key Responsibilities:Assist clients, wealth advisors, and...


  • Charlotte, North Carolina, United States Jobot Full time

    Join Our Team as an Associate AdvisorWe are seeking a highly motivated and detail-oriented Associate Advisor to join our team in Charlotte, NC. As an Associate Advisor, you will play a key role in assisting clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.Key...


  • Charlotte, North Carolina, United States Jobot Full time

    Unlock Your Potential as a Wealth Management AssociateJoin Jobot, a leading national wealth management firm, as we seek a highly motivated and detail-oriented Associate Advisor to support our team in delivering exceptional client experiences.About the Role:Assist clients, wealth advisors, and team members in various roles to serve high-net-worth families and...


  • Charlotte, North Carolina, United States 5 Legal Full time

    Job Opportunity5 Legal, a prominent AmLaw top 100 firm, is seeking a skilled associate to join its Global Finance group in either Charlotte or New York. This is an excellent opportunity for professionals with 3-5 years of experience in securitization or structured finance to take their career to the next level.Key Responsibilities:Collaborate with the Global...


  • Charlotte, North Carolina, United States Jobot Full time

    Unlock Your Potential in Wealth ManagementWe are seeking a highly motivated and detail-oriented Associate Advisor to join our team at Jobot. As a key member of our wealth management practice, you will play a vital role in assisting clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families...


  • Charlotte, North Carolina, United States JBA International Full time

    About the RoleWe are seeking an experienced project finance lawyer to join our Financial Services practice. The ideal candidate will have at least 3 years of experience representing lenders or tax equity investors in renewable energy project finance transactions. Strong academic performance and excellent interpersonal skills are essential.Our FirmJBA...


  • Charlotte, North Carolina, United States First Citizens Bank Full time

    {"title": "Financial Services Development Associate", "description": "OverviewFirst Citizens Bank offers a unique opportunity to launch your financial services career through our licensed sales development program. This program is designed to equip you with the knowledge and skills necessary to succeed in the industry.Program HighlightsCustomized study...


  • Charlotte, North Carolina, United States First Citizens Bank Full time

    {"title": "Financial Services Development Program", "description": "OverviewFirst Citizens Bank offers a unique opportunity to launch your financial services career through our licensed sales development program. This comprehensive program is designed to equip you with the knowledge and skills necessary to succeed in the industry.Program HighlightsCustomized...


  • Charlotte, North Carolina, United States FirstCash Financial Services, Inc. Full time

    Job Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at FirstCash Financial Services, Inc. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, processing sales and loans, and maintaining a clean and organized sales floor.Key...

  • Accounting Manager

    2 weeks ago


    Charlotte, North Carolina, United States Associate Staffing Full time

    Associate Staffing is seeking a highly skilled Accounting Manager to join their team in Charlotte, NC. This on-site position offers a competitive salary range of $75,000 to $90,000. Key Responsibilities: Accounting and Financial ManagementOversee the entire accounting process, including payroll, payroll taxes, and supervisory of billing and invoicing.Manage...


  • Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Unlock Your Potential as a Financial AdvisorAt Stone Press Financial Group, we're seeking ambitious individuals who share our passion for helping clients achieve their long-term financial goals. As a Financial Advisor, you'll have the opportunity to work in a dynamic environment where you can drive your career and make a meaningful impact.Key...


  • Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Unlock Your Potential as a Financial AdvisorAt Stone Press Financial Group, we're seeking ambitious individuals who share our passion for helping clients achieve their long-term financial goals. As a financial advisor, you'll have the opportunity to work in a dynamic environment where you can drive your career and make a meaningful impact.Key...


  • Charlotte, North Carolina, United States Edward Jones Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesProvide personalized service to clients,...


  • Charlotte, North Carolina, United States Randstad USA Full time

    Job Title: Client Relationship AssociateWe are seeking a highly skilled Client Relationship Associate to join our team at Randstad USA. As a key member of our financial services team, you will play a vital role in delivering exceptional service to our clients.Job Summary:The Client Relationship Associate will be responsible for handling inbound calls from...


  • Charlotte, North Carolina, United States New York Life Charlotte Full time

    Unlock Your Potential as a Licensed Financial AdvisorNew York Life and NYLIFE Securities are seeking experienced professionals to join our Partner Path program. If you have a proven track record of leadership and client acquisition, you may be selected to become a licensed financial advisor and potentially a Partner in our Charlotte General Office.Enjoy a...


  • Charlotte, North Carolina, United States Forvis Mazars, LLP Full time

    About the RoleWe are seeking a highly skilled Senior Audit Associate to join our Financial Services team. As a key member of our team, you will play a critical role in delivering high-quality audit services to our clients.Key ResponsibilitiesPerform detailed audit procedures over various income statement and balance sheet accountsProactively interact with...

  • Client Associate

    2 weeks ago


    Charlotte, North Carolina, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout...


  • Charlotte, North Carolina, United States Peregrine Search Solutions Full time

    Transaction Lawyer OpportunityPeregrine Search Solutions is seeking a highly skilled Transactional Lawyer to join our Financial Services practice. The ideal candidate will have a strong background in complex financial transactions, a deep understanding of financial regulatory frameworks, and knowledge of syndicated credit facilities and leveraged finance...


  • Charlotte, North Carolina, United States Compass Group USA Inc Full time

    Job SummaryThe Associate Accountant role at Compass Group USA Inc is a dynamic position that provides financial support to our field operations while delivering exceptional internal customer service. As a key member of our team, you will play a crucial role in ensuring the accuracy and integrity of our financial information.Responsibilities:Provide daily...