Financial Services Associate

1 week ago


Brookings, Oregon, United States Edward Jones Full time

Compelling Career Opportunity

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We are seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our branch office, you will play a critical role in providing exceptional service to our clients and helping them achieve their financial goals.

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About the Role

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In this exciting opportunity, you will be responsible for building and maintaining strong relationships with our clients, identifying their needs and preferences, and delivering tailored solutions that meet their evolving financial requirements.

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Your Key Responsibilities

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  • Develop and implement effective client engagement strategies to drive growth and retention.
  • Analyze client data to identify trends and opportunities for cross-selling and upselling.
  • Collaborate with financial advisors to develop personalized plans that meet client needs and exceed expectations.
  • Maintain accurate and up-to-date records of client interactions and communications.
  • Participate in ongoing training and professional development to stay current on industry developments and best practices.
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What We Offer

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We offer a competitive compensation package, including a base salary of $20.04 - $23.43 per hour, depending on experience. In addition, we provide comprehensive benefits, including medical and prescription drug coverage, dental and vision insurance, and a 401(k) retirement plan.

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Requirements

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To be successful in this role, you will need:

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  • A high school diploma or equivalent.
  • Excellent communication and interpersonal skills.
  • A strong ability to analyze complex data and make informed decisions.
  • A willingness to learn and adapt to new technologies and processes.
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About Edward Jones

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At Edward Jones, we believe in creating an inclusive and supportive work environment that values diversity and promotes career growth and development. Our associates enjoy a collaborative and dynamic work culture, with opportunities to build lasting relationships with clients and colleagues alike.

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