Financial Services Representative
6 days ago
We're a financial services firm that values our associates and prioritizes their contributions. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, focusing on our clients rather than shareholder returns.
Compensation
The estimated salary for this role is between $65,570 and $85,156 per year, depending on experience and qualifications. As an associate, you'll also receive competitive benefits, including medical, dental, vision, and retirement plans.
Job Description
We're seeking a highly skilled Financial Services Representative to join our team. In this role, you'll work closely with clients to understand their needs and provide personalized solutions. You'll gather information, collect suitability, and develop comprehensive strategies to achieve clients' goals.
You'll meet with clients regularly to track progress, uncover additional assets, and adjust strategies as needed. You'll also partner with other members of the clients' professional team, such as attorneys and accountants, to ensure alignment and create a seamless experience for our clients.
In addition to working directly with clients, you'll also collaborate with the Financial Advisor and branch team to develop and implement the branch business plan. This will involve cultivating relationships with organizations and businesses in your local community, sourcing new clients, and driving business growth.
Required Skills and Qualifications
- High School Diploma or Equivalent required; Bachelor's degree preferred
- Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
- At least 3-5 years of relevant experience in the securities industry preferred
- FINRA licenses required within three months; State insurance licenses required
- Strong communication, problem-solving, and analytical skills
Benefits
As an associate of Edward Jones, you'll enjoy a range of benefits, including:
- A competitive compensation package
- Medical, dental, vision, and retirement plans
- Short- and long-term disability coverage
- Basic life and AD&D insurance
- Flexible spending accounts and health savings accounts
- Paid time off and holidays
What We Offer
We're committed to creating a workplace culture that values diversity, equity, and inclusion. Our goal is to attract, develop, and retain top talent, while fostering a sense of belonging among our associates. At Edward Jones, you'll have access to ongoing training and development opportunities, as well as a collaborative and supportive work environment.
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