Financial Services Coordinator
1 week ago
About the Role
We're seeking a skilled communicator and problem solver to join our team as a Client Advocate. If you're passionate about making a positive impact in people's lives, we need you to help us deliver exceptional client experiences.
At Edward Jones, we're committed to making a positive impact in the lives of our clients and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
Key Responsibilities
- Gather information and collect suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns.
- Meet with clients regularly to track progress toward goals, uncover additional assets, and adjust their strategy to ensure their needs are met.
- Partner with other members of the clients' professional team to help fully understand clients' goals and circumstances.
- Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and make recommendations to clients.
- Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
- Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Requirements
- High School Diploma/Equivalent required; Bachelor's degree preferred.
- Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
- At least 3-5 years of relevant experience in securities industry preferred.
- FINRA licenses required within three months. State insurance licenses required.
- As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing.
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. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
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