Senior Financial Service Representative
4 days ago
We're a Fortune 5001 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.
Purpose and ValuesWe partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
About the RoleThis position emphasizes problem-solving, communication, and a commitment to continuous learning in a people-centered environment. Associates are given opportunities for professional development and are expected to maintain regulatory licenses while deepening their financial services knowledge.
Job Responsibilities- Deepen relationships with existing clients by gathering information and collecting suitability information to open new accounts.
- Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to the financial advisor and communicate to the client on behalf of the financial advisor when in agreement with the recommendation.
- Execute financial advisor-solicited buy/sell orders and confirm with clients.
- Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
- A high school diploma or equivalent is required; a bachelor's degree is preferred.
- Three to five years of relevant experience in the securities/financial services industry is preferred.
- Series 7 and Series 66 registration is required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
The estimated salary range for this position is $25-$30 per hour, based on the location and job requirements. The firm offers a comprehensive benefits package, including medical and prescription drug coverage, dental and vision coverage, and a 401(k) retirement plan. Associates also receive paid time off, sick leave, and volunteer days.
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