Senior Financial Service Representative

4 days ago


Clemson, South Carolina, United States Edward Jones Full time
Edward Jones Overview

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 Values

We 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 Role

This 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.
Requirements
  • 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.
Benefits and Compensation

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.



  • Clemson, South Carolina, United States WELLS FARGO BANK Full time

    We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Wells Fargo. As a key member of our Consumer, Small & Business Banking division, you will play a critical role in delivering exceptional service to our customers while promoting the bank's products and services.Job DescriptionThe ideal candidate will...


  • Clemson, South Carolina, United States Edward Jones Full time

    Portfolio Management OpportunityWe are seeking a skilled Financial Services Representative to join our team at Edward Jones. As a key member of our client services team, you will play a crucial role in supporting financial advisors and enhancing client relationships.Your responsibilities will include gathering client information, answering queries, and...


  • Clemson, South Carolina, United States Alchemy Financial Group Full time

    Job SummaryWe are looking for an experienced Insurance Sales Representative to join our Alchemy Financial Group team. The successful candidate will have a proven track record of success in sales and be able to effectively communicate with customers.Key ResponsibilitiesDeveloping and implementing sales strategies to meet customer needsBlding strong...


  • Clemson, South Carolina, United States WELLS FARGO BANK Full time

    Join a dynamic team at Wells Fargo, where you can grow your career and make a meaningful impact in the community. As a Customer Service Representative - Community Banking, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our customers.About the RoleWe are seeking a skilled and enthusiastic...


  • Clemson, South Carolina, United States Founders Federal Credit Union Full time

    Job OverviewA dynamic opportunity exists for a highly skilled Member Development Officer to join the team at Founders Federal Credit Union. In this role, you will have the chance to grow your career in financial services and work closely with members to achieve their goals.


  • Clemson, South Carolina, United States Vyve Broadband Full time

    **Job Summary:**We are seeking a highly skilled Customer Service Representative to join our team at Vyve Broadband. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers via phone, ensuring their needs are met and exceeded.**Responsibilities:**Provide top-notch customer service via phone,...


  • Clemson, South Carolina, United States Domino's Pizza LLC Full time

    About Us:At Domino's, we deliver high-quality food and exceptional customer experiences. Our dynamic environment requires strong communication skills, attention to detail, and a passion for providing outstanding service.Job Description:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at...


  • Clemson, South Carolina, United States Edward Jones Full time

    We are seeking a highly skilled and motivated Financial Services Professional to join our team as a Registered Branch Associate. This role is a vital part of our client services team, working closely with financial advisors to enhance the client experience.The successful candidate will be responsible for building relationships with clients, executing...


  • Clemson, South Carolina, United States Edward Jones Full time

    Overview of the Registered Branch Associate PositionIn this role, you will be an integral part of a dynamic team focused on delivering exceptional client experiences and building lasting relationships. As a Registered Branch Associate at Edward Jones, you will play a vital support role in helping clients achieve their financial goals.


  • Clemson, South Carolina, United States Focused HR Solutions Full time

    Job Summary:A Senior Project Manager is required to lead multiple projects related to the Medicaid system of S.C. The ideal candidate will possess strong project management skills, experience with software development life cycles, and excellent communication skills.About the Role:This 12-month contract position offers the opportunity to work on complex...


  • Clemson, South Carolina, United States Focused HR Solutions Full time

    OverviewFocused HR Solutions is a trusted partner for businesses seeking expert solutions. As a leading recruitment agency, we specialize in connecting professionals with top-tier companies like yours. With our extensive network and commitment to excellence, we deliver tailored results that meet your unique needs.About the RoleThis long-term opportunity is...


  • Clemson, South Carolina, United States One and Only Fitness Consulting Full time

    About Us:Max Fitness is a leading health and fitness center in Clemson, SC, dedicated to helping our members achieve their wellness goals. We pride ourselves on creating a welcoming and inclusive atmosphere, where everyone feels valued and supported.Job Description:We are seeking a skilled Front Desk Attendant to join our team. As a key member of our staff,...


  • Clemson, South Carolina, United States Supercuts Full time

    About SupercutsWe are one of the industry's most recognized salon brands, dedicated to providing exceptional service to our guests. Our stylists undergo intensive training, attend regular seminars, and are recertified annually to stay ahead of the trends.


  • Clemson, South Carolina, United States Aramark Full time

    OverviewAramark is seeking a seasoned Food Service Operations Manager to oversee the daily operations of our retail food locations. This role requires strong leadership skills, excellent communication abilities, and a proven track record in managing teams and driving business results.SalaryThe estimated salary for this position is between $60,000 and $80,000...


  • Clemson, South Carolina, United States Walmart Full time

    At Walmart, we're committed to providing an exceptional shopping experience for our customers. As a Sales Associate, you'll play a vital role in ensuring that customers receive accurate and efficient service. This includes reviewing customer orders, locating merchandise on the sales floor, and ensuring that orders are filled accurately.About the JobThis is...


  • Clemson, South Carolina, United States Edward Jones Full time

    Edward Jones OverviewAs a respected financial services firm, Edward Jones is dedicated to improving the lives of our clients and colleagues. 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.Salary and BenefitsThe estimated...


  • Clemson, South Carolina, United States Edward Jones Full time

    Unlock Your Potential as a Client Success PartnerAre you passionate about delivering exceptional client experiences and building lasting relationships? Do you thrive in a dynamic, team-oriented environment where no two days are ever the same?We're seeking a highly motivated Client Success Partner to join our team at Edward Jones. As a vital member of our...


  • Clemson, South Carolina, United States Soliant Full time

    Speech Therapist Position OverviewSoliant is a leading provider of healthcare professionals, and we are currently seeking a skilled Speech Therapist to join our team. This school-based contract position in Clemson, SC offers a unique opportunity to work in a supportive educational setting.Compensation and BenefitsThe estimated annual salary for this position...


  • Clemson, South Carolina, United States Edward Jones Full time

    About the RoleWe are seeking a Client Relationship Manager to join our team. In this role, you will be responsible for deepening relationships with existing clients and gathering information to open new accounts.Key ResponsibilitiesDeepen relationships with existing clients through regular communication and outreachGather information and collect suitability...


  • Clemson, South Carolina, United States Domino's Pizza LLC Full time

    Job Overview:As a Customer Service Representative at Domino's, you will play a key role in delivering exceptional customer experiences. Your responsibilities will include greeting customers, processing orders, and maintaining a clean store environment.About the Position:This is an exciting opportunity to join our team and develop your customer service skills...