Financial Services Professional
2 weeks ago
We are seeking a skilled and motivated Client Advocate to join our team at Edward Jones. As a Client Advocate, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional service and support to help them achieve their financial goals.
Key Responsibilities:
- Deepen relationships with existing clients through regular communication and personalized service
- Gather information and collect suitability information to open new accounts
- Research portfolio performance, cost/fees, asset allocation, and make recommendations to Financial Advisors and communicate to clients on behalf of Financial Advisors when in agreement with recommendations
- Execute Financial Advisor solicited buy/sell orders and confirm with clients
- Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
- Actively business plan and work as a team to continuously evaluate and execute branch strategies
- Continually develop yourself to grow personally and professionally
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
- FINRA registrations are required within three months. State insurance licenses are also required
What We Offer:
- A competitive compensation package, including a salary range of $23.21 - $27.13 per hour
- A comprehensive benefits package, including medical, dental, vision, and life insurance
- Opportunities for professional growth and development, including training and mentorship programs
- A collaborative and inclusive work environment, with a focus on teamwork and client satisfaction
About Us:
Edward Jones is a Fortune 500 company that values its associates and strives to create a positive impact on the lives of our clients and colleagues. We are committed to providing exceptional service and support to our clients, and we are seeking like-minded individuals to join our team.
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