Client Relationship Expert

7 days ago


Findlay, Ohio, United States Edward Jones Full time
Compensation: The estimated salary for this role is between $23.21 and $27.13 per hour.

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.

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