Investment Support Specialist
4 days ago
As an Investment Support Specialist at Edward Jones, you will play a vital role in supporting financial advisors and enhancing the client experience. This position involves building meaningful relationships with clients, managing account information, and executing financial transactions while ensuring compliance with regulatory requirements.
You will work closely with financial advisors to create capacity for their teams, provide a streamlined client experience, and accelerate trust within the branch team. To excel in this role, you should possess strong problem-solving abilities, a people-centered mindset, and relevant experience in financial services with required licenses.
We offer training and support to help you succeed in this role, including mentoring, job shadowing, coaching, and branch office visits. Our support network extends beyond your branch office and includes headquarters assistance via phone, email, and firm intranet resources.
Key Responsibilities- Deepening relationships with existing clients
- Gathering information and collecting suitability information to open new accounts
- Researching portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and making recommendations to Financial Advisors and communicating to clients on behalf of Financial Advisors when in agreement with recommendations
- Executing Financial Advisor solicited buy/sell orders and confirming with clients
- Answering general client questions regarding Edward Jones Stock recommendations and withdrawals
- A High School Diploma or Equivalent is required; a Bachelor's degree is preferred
- 3-5 years of relevant experience in securities/financial services industry are preferred
- Series 7 and Series 66 registrations are required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
- FINRA registrations are required within three months; state insurance licenses are also required
The estimated salary range for this position is $23.21 - $27.13 per hour. As a salaried professional, you can expect a culture of continuous improvement and professional development, as well as access to a comprehensive benefits package, which includes medical and prescription drug coverage, dental, vision, and voluntary benefits.
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