Financial Relationship Builder
3 days ago
At Edward Jones, we believe that building meaningful relationships with our clients is at the heart of everything we do. As a Branch Office Administrator (BOA), you will play a critical role in helping our financial advisors deliver exceptional service to our clients and drive business growth.
We are seeking a highly motivated and organized individual who is passionate about building strong relationships with clients and has a keen eye for detail. In this role, you will be responsible for providing administrative support to our financial advisors, managing client relationships, and driving business development initiatives.
About Us
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 are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership, and we value diversity, equity, and inclusion in all aspects of our business.
About This Role
This role offers a competitive salary range of $20.04 - $23.43 per hour, based on location and experience. You will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service and driving business growth.
The successful candidate will possess excellent communication and interpersonal skills, as well as the ability to work independently and collaboratively as part of a team. You will also have a proven track record of building strong relationships with clients and colleagues.
What We Offer
We offer a comprehensive benefits package, including medical and prescription drug coverage, dental, vision, short- and long-term disability, basic life, and basic AD&D coverage. You will also have access to a 401(k) retirement plan, tax-advantaged accounts, and paid time off.
As a member of our team, you will have the opportunity to develop new skills and take on new challenges in a dynamic and supportive environment. We also offer training programs and professional development opportunities to help you grow in your career.
-
Financial Services Relationship Builder
1 week ago
Charlotte, North Carolina, United States Edward Jones Full timeAbout the RoleWe're seeking a highly skilled Branch Office Administrator to join our team. As a critical member of our branch team, you'll be responsible for delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.In this role, you'll work closely with our financial advisors to identify...
-
Customer Ambassador and Relationship Builder
4 weeks ago
Charlotte, North Carolina, United States Talbots Full timeAbout TalbotsTalbots is a leading omni-channel specialty retailer of women's clothing, shoes, and accessories. Established in 1947, the company is renowned for its modern classic style, fine quality craftsmanship, and exceptional customer service. At Talbots, we prioritize building meaningful relationships with our customers and associates, fostering a...
-
Sales Mortgage Originator for Home Builders
2 days ago
Charlotte, North Carolina, United States Lennar Homes Full timeJob SummaryAs a Sales Mortgage Originator at Lennar Homes, you will play a vital role in developing relationships with home builders and generating new business leads. This is a full-time, outside sales position responsible for seeking and building connections with internal and external sources to drive growth.About the RoleWe are seeking an experienced and...
-
Financial Relationship Manager
7 days ago
Charlotte, North Carolina, United States First Citizens Bank Full time**Overview:**First Citizens Bank is committed to building long-term relationships with our customers. We're seeking a skilled and adaptable Financial Relationship Manager to join our team.As a Financial Relationship Manager, you will play a vital role in supporting sales and service delivery in the branch. You will build and expand banking relationships...
-
Financial Associate Coordinator
6 days ago
Charlotte, North Carolina, United States Raymond James Financial Incorporated Full timeAbout the JobWe're looking for a motivated and detail-oriented Client Service Specialist to join our team at Raymond James Financial Incorporated. In this role, you'll provide administrative support to financial advisors and their clients, helping to build strong relationships and deliver exceptional service.Job RequirementsThis is a full-time position that...
-
Financial Services Professional
7 days ago
Charlotte, North Carolina, United States Truist Financial Corporation Full timeAbout the RoleTruist Financial Corporation is seeking a highly skilled Commercial Real Estate Credit Delivery Associate to join our team. In this role, you will be responsible for analyzing financial data, assessing risk, and providing credit structure recommendations for Commercial Real Estate clients.Key ResponsibilitiesAnalyze complex financial data to...
-
Client Relationship Specialist
5 days ago
Charlotte, North Carolina, United States First Horizon Full timeAbout the RoleWe are seeking an experienced Client Relationship Specialist to join our team at First Horizon Bank. In this role, you will be responsible for building and maintaining strong relationships with clients, providing personalized banking services and advice to help them achieve their financial goals.Key ResponsibilitiesCustomer Service: Deliver...
-
Experienced Life Insurance Sales Expert
7 days ago
Charlotte, North Carolina, United States PR Financial Full timeWe are seeking a seasoned sales professional to join our team at PR Financial as a Life Insurance Sales Agent. This is an excellent opportunity for those with a passion for helping clients secure their financial future and excelling in a sales environment.About the RoleThis role involves conducting thorough consultations with clients to understand their...
-
Expert Financial Strategist
3 days ago
Charlotte, North Carolina, United States Vanguard Full timeAbout This RoleVanguard Personal Advisor Select team is seeking a talented Expert Financial Strategist to drive our mission forward every day by providing personalized investment strategies and financial planning expertise through an ongoing advice relationship.
-
Commercial Credit Relationship Manager
1 week ago
Charlotte, North Carolina, United States COMMERCIAL CREDIT GROUP Full timeAt Commercial Credit Group, we are seeking a skilled Credit Relationship Manager to join our team in Charlotte, NC. This role offers an exciting opportunity to build and maintain relationships with customers while driving business growth.About Us:We are an independent national commercial equipment finance and leasing company focused on purchase money and...
-
Strategic Financial Planning Expert
3 days ago
Charlotte, North Carolina, United States Vanguard Full timeAbout the RoleAs a Strategic Financial Planning Expert at Vanguard, you will be responsible for establishing and maintaining trusting relationships with clients, helping them achieve their long-term financial goals through personalized investment strategies and disciplined investing approaches.Your role will involve partnering with clients who have $500,000...
-
Business Relationship Development Manager
3 hours ago
Charlotte, North Carolina, United States Genesis10 Full timeAt Genesis10, we're seeking a skilled Sr. Business Relationship Manager to join our team in Charlotte, NC.About the RoleThis is a full-time position that involves developing and maintaining long-term partnerships with key business units and serving as their single point of contact within IT. You'll be responsible for assessing business needs that can be met...
-
Financial Solutions Specialist
7 days ago
Charlotte, North Carolina, United States LendingTree Full timeAbout the Role: We are seeking a highly motivated Financial Solutions Specialist to join our team. In this role, you will partner with entrepreneurs across the country to help them achieve their financial goals.Job Summary: As a Financial Solutions Specialist at LendingTree Business Loans, you will be responsible for establishing relationships with small...
-
Financial Services Professional
7 days ago
Charlotte, North Carolina, United States Raymond James Full timeJob OverviewRaymond James is a leading financial services firm seeking a skilled Client Service Associate to join our team. As a key member of our support staff, you will provide exceptional administrative support to Financial Advisors and their clients.About the RoleWe are looking for a detail-oriented and creative problem solver with excellent...
-
Strategic Business Development Manager
7 days ago
Charlotte, North Carolina, United States PNC Financial Services Group Full timePNC Financial Services Group is seeking a talented Relationship Manager III to join our Commercial Banking organization in Charlotte, NC.As a Relationship Manager III - C&IB, you will be based in Charlotte and work closely with clients to build strong relationships and drive business growth. This role requires a unique blend of business acumen,...
-
Strategic Business Growth Manager
1 week ago
Charlotte, North Carolina, United States QUALITY BUILDERS WARRANTY CORP Full timeJob OverviewWe are seeking a highly motivated and results-driven Strategic Business Growth Manager to join our team at Quality Builders Warranty Corp.The estimated salary for this position is $80,000 - $110,000 per year, depending on experience and qualifications.About the RoleIn this key role, you will be responsible for developing and executing strategies...
-
Executive Financial Solutions Specialist
3 days ago
Charlotte, North Carolina, United States Bank of America Full timeAt Bank of America, we're dedicated to enhancing financial lives through meaningful connections. Our commitment to Responsible Growth ensures a sustainable future for our clients and the communities we serve.We offer competitive benefits, flexibility, and opportunities to learn and grow in a diverse and inclusive environment.This role focuses on delivering...
-
Financial Crimes Investigator
7 days ago
Charlotte, North Carolina, United States Dexian Full timeAbout the Role:We are seeking a skilled Financial Crimes Investigator to join our team at Dexian.Key Responsibilities:Identify and analyze complex financial crimes transactions and referrals, policy violations, and suspicious situations with moderate to high risk.Conduct investigative research using appropriate techniques to determine liability and impact of...
-
Charlotte, North Carolina, United States Uwharrie Bank Full timeJob Title:Senior Relationship Manager, Business Development ExpertOverview:Uwharrie Bank is a leading community bank with a strong presence in Albemarle, NC. Our Rea Road Office commercial team is seeking an experienced Senior Commercial Relationship Manager to join the team.Responsibilities:The successful candidate will be responsible for managing a...
-
Financial Planner Associate
3 days ago
Charlotte, North Carolina, United States Equitable Advisors LLC Full timeEmpower Your CareerAt Equitable Advisors LLC, we believe in providing our Financial Professionals with the tools and support they need to succeed. As a Financial Planner Associate, you will have the opportunity to work with a dynamic team and build strong relationships with clients. You will be responsible for providing financial guidance and planning...