Financial Services Representative

1 week ago


Jacksonville, Illinois, United States Edward Jones Full time
About Edward Jones

We're 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.

Our Purpose

We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

Job Overview

In this Branch Office Administrator (BOA) role, you'll team up with Financial Advisors to help clients achieve their long-term financial goals. As a valued member of the client team, you'll play a critical role in deepening and broadening client relationships, identifying opportunities to create efficiency, and managing multiple priorities in a deadline-driven environment.

Responsibilities
  • Deliver exceptional personalized service to ensure clients feel understood and informed
  • Take an active role in the annual business planning process to assist in developing 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
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/markets work
Compensation

The estimated salary range for this position is $20.00 - $22.26 per hour. This is a competitive compensation package that includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401(k) retirement plan, tax-advantaged accounts, and paid time off.

Benefits

We value our associates and provide a comprehensive benefits package to support their well-being. Our benefits include:

  • Comprehensive health insurance
  • Dental and vision insurance
  • Short- and long-term disability insurance
  • Basic life and AD&D coverage
  • 401(k) retirement plan
  • Tax-advantaged accounts
  • Paid time off
  • Sick leave and personal days


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