Financial Services Professional

2 weeks ago


Anderson, South Carolina, United States Edward Jones Full time
Client Advocate Opportunity

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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