Financial Advisor
2 days ago
The Branch Development division at Edward Jones is seeking a highly skilled Financial Advisor to join our team. As a key connection between branches and the home office, you will play a vital role in driving positive results in the core profit center of the firm and gaining critical insights that shape our business.
Key Responsibilities:- Act as the Financial Advisor for our smaller clients, including SEP/Simple IRA participants, while preserving the client connection to the local branch team.
- Work daily to re-engage clients with our firm and serve clients who are already engaged.
- Provide excellent client service and tailored client solutions to meet the clients' needs.
- Provide initial contact and ongoing guidance and service to the clients.
- Research and resolve any service issues or unfinished tasks.
- Work in partnership with the Client Service Administrator (CSA) to ensure a high level of customer service.
- Keep the department apprised of any Compliance/Field Supervision concerns.
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.
Behind everything we do is our purpose: 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.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
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