Financial Services Associate

1 week ago


Redding, California, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Provide exceptional client service and support to our clients, ensuring they feel understood and informed.
  • Assist in the annual business planning process to develop strategies for the upcoming year.
  • Actively listen for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities, such as planning and executing events, to promote our services.
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to mentor you.
  • A wide support network that extends from your branch office to your region to the home office.
  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
Requirements
  • Ability to deepen and broaden client relationships.
  • Ability to identify opportunities to create efficiency.
  • Strong ability to work independently.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services and markets work.


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