Client Relationship Expert
7 days ago
About Us: 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.
We're driven by our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
Award-Winning Workplace: We're recognized as an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
Job Overview: As a Registered Branch Associate at Edward Jones, you'll play a vital role in building meaningful connections with existing clients and creating new opportunities.
Main Responsibilities: Your key responsibilities will include:
• 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 Advisor and communicating to client on behalf of Financial Advisor when in agreement with recommendation
• Executing Financial Advisor solicited buy/sell orders and confirming with clients
• Answering general client questions regarding Edward Jones Stock recommendations and withdrawals
• Actively business planning and working as a team to continuously evaluate and execute branch strategies
Requirements: To succeed in this role, you'll need:
• A High School Diploma or Equivalent required; Bachelor's degree preferred
• 3-5 years of relevant experience in securities/financial services industry preferred
• Series 7 and Series 66 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
Benefits: As an associate, you can expect a comprehensive benefits package, including medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. You'll also receive access to ongoing training and professional development opportunities.
-
Client Relationship Specialist
7 days ago
Findlay, Ohio, United States Edward Jones Full timeAbout Edward JonesAt Edward Jones, we're dedicated to helping our clients achieve their financial goals. Our team is passionate about providing exceptional service and building strong relationships with our clients.Job Description:We're seeking a highly motivated Client Relationship Specialist to join our team. As a Client Relationship Specialist, you will...
-
Client Relationship Manager
5 days ago
Findlay, Ohio, United States Edward Jones Full time**Company Overview:** At Edward Jones, we're proud to be a privately-owned company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we focus on delivering exceptional results for our clients rather than prioritizing shareholder returns.We're committed to building a place where everyone feels like...
-
Client Relationship Builder
6 days ago
Findlay, Ohio, United States The HR Dept LLC Full timeAbout the RoleWe are seeking a highly motivated and results-driven Outside Sales Professional to join our team at FASTSIGNS of Findlay. As an Outside Sales Professional, you will be responsible for developing and maintaining strong relationships with clients, identifying new business opportunities, and driving sales growth.
-
Healthcare Professional
7 days ago
Findlay, Ohio, United States HealthEcareers - Client Full timeCareer Opportunities at HealthEcareersAt HealthEcareers, we pride ourselves on being a close-knit team that genuinely cares for our residents. Our commitment to providing exceptional patient care and support has earned us a reputation as a top choice for healthcare professionals seeking stability, meaningful work, and growth opportunities.About the RoleWe...
-
Global Supply Chain Expert
1 week ago
Findlay, Ohio, United States Apex Systems Full timeAbout Apex SystemsWe are a world-class IT services company serving thousands of clients.Job OverviewApex Systems is seeking an experienced Supply Chain Specialist to join our team in San Antonio, TX. This is a 4-day on-site and 1-day remote role with a schedule of Monday-Friday, 8am-5pm.The duration of this contract is approximately 3-6 months, with...
-
Findlay, Ohio, United States LHH Recruitment Solutions Full timeJob SummaryWe are seeking an experienced Senior Financial Analyst to join our team at LHH Recruitment Solutions, a leading talent advisory and HR solutions provider. This role is based in Greensboro, North Carolina, and offers a unique opportunity to contribute to the growth and success of our client company.Key Responsibilities:Provide financial support to...
-
Findlay, Ohio, United States Salesfolks Full timeWe are seeking a seasoned sales professional to represent our mobile surveillance trailer offerings. As an Industrial Surveillance Trailer Sales Representative, you will be responsible for promoting and selling our range of mobile security solutions to clients across various industries.About the RoleThis is a lucrative opportunity for a motivated sales...
-
Investment Solutions Associate
7 days ago
Findlay, Ohio, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Investment Solutions Associate to join our team in Branch Support. This is an exciting opportunity for individuals who are passionate about delivering exceptional client experiences and building strong relationships with our clients.
-
Neurology Specialist in Ohio
1 week ago
Findlay, Ohio, United States VieMed Healthcare Staffing Full timeVieMed Healthcare Staffing is a premier staffing agency dedicated to connecting skilled professionals with healthcare facilities, ensuring seamless continuity of care and exceptional service delivery.About the PositionWe are committed to quality, reliability, and integrity for both our candidates and clients. As a qualified Physician - Neurology, you will be...
-
Business Development Associate
7 days ago
Findlay, Ohio, United States David Roberts - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and sales-driven Business Development Associate to join our team at David Roberts - State Farm Agent. As a key member of our team, you will play a vital role in growing our agency through meaningful client relationships and liaising between customer needs and agency departments.
-
Endocrinology Specialist
3 days ago
Findlay, Ohio, United States Lancesoft INC Full timeLancesoft INC is a dynamic healthcare organization seeking an experienced Clinical Endocrinologist to join our team. As a member of our staff, you will have the opportunity to work with a diverse range of patients and cases, providing top-notch care and support in a 100% outpatient setting.About the RoleWe are looking for a skilled Endocrinology Physician...
-
Findlay, Ohio, United States Arrow Healthcare Staffing Full timeArrow Healthcare Staffing is a leading travel nursing and allied health recruiting firm in the Midwest. We specialize in providing high-quality healthcare professionals to hospitals and healthcare facilities across the region.Job SummaryWe are currently seeking an experienced Traveling Intensive Care Unit Nurse Specialist to join our team. As a Telemetry...
-
Outpatient Clinical Therapist
1 week ago
Findlay, Ohio, United States Family Resource Center Full timeWe are seeking a skilled Outpatient Counselor to join our team at Family Resource Center.About UsFamily Resource Center is a dynamic organization dedicated to providing prevention and specialized behavioral health and substance abuse services to individuals, children and families in our multi-cultural communities. We strive to strengthen family life and...
-
CT Technologist Career Opportunity in Ohio
5 days ago
Findlay, Ohio, United States KPG Allied Full timeAbout the RoleKPG Allied is seeking an experienced CT Technologist to join our team on a travel assignment in Findlay, Ohio. Job Summary:We are looking for a highly skilled and dedicated professional to work with our clients on a 13-week contract basis. The ideal candidate will have at least one year of paid experience in the last three years, with a focus...
-
Findlay, Ohio, United States Valgroup Full timeJob SummaryWe are seeking a seasoned Sales Development Manager to lead our efforts in the Specialty Films market. As a key member of our team, you will be responsible for developing and executing strategic sales plans to drive growth and revenue.About UsValgroup is a leading plastics producer and recycler dedicated to improving quality of life with...
-
Findlay, Ohio, United States VieMed Healthcare Staffing Full timeCompany OverviewVieMed Healthcare Staffing is a leading healthcare staffing agency that specializes in connecting skilled professionals with medical facilities. Our mission is to elevate healthcare staffing to new heights by ensuring seamless continuity of care and unparalleled service delivery.Estimated Salary: $20.00 per hourAs a premier staffing agency,...
-
Medical Professional
7 days ago
Findlay, Ohio, United States AB Staffing Solutions, LLC Full timeWe are looking for a dedicated Medical Professional to join our team in Findlay, OH. As a Psychiatrist Physician, you will be responsible for providing exceptional patient care and working collaboratively with other healthcare professionals.About the OpportunityThis is an exciting opportunity to work with AB Staffing Solutions, LLC, a leading provider of...
-
Findlay, Ohio, United States VieMed Healthcare Staffing Full timeVieMed Healthcare Staffing is a premier staffing agency that specializes in connecting skilled professionals with healthcare facilities.We are committed to quality, reliability, and integrity for both our candidates and clients. Our mission is to elevate healthcare staffing to new heights by taking care of you, so you can take care of others.Job Summary:We...
-
Findlay, Ohio, United States Valgroup Full timeKey ResponsibilitiesDevelop and maintain relationships with existing clients in the specialty films marketWe are looking for a highly experienced Business Development Manager to join our team at Valgroup, one of the largest plastics producers and recyclers in the world. Our company is dedicated to improving quality of life through innovative and sustainable...
-
Sales Development Representative
7 days ago
Findlay, Ohio, United States Shift - Actions, Perspective, Future Full timeUnlock your potential with Shift - Actions, Perspective, Future as a Sales Development Representative. This exceptional internship offers unparalleled opportunities to develop crucial skills in sales, persuasion, work ethic, and professional communication.About the OpportunityThis Sales Development Representative internship is an opportunity like no other....