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Financial Services Team Associate
1 month ago
We are seeking a highly motivated and results-driven Financial Services Team Associate to join our team in Dakota Dunes, SD.
About the RoleThis is a full-time position that offers a competitive salary and benefits package. The estimated annual salary for this role is around $40,000-$45,000 based on the job requirements and market conditions.
Schedule: Full-time with regular business hours (Monday-Friday, 8am-5pm)
Responsibilities- Deliver exceptional personalized service to clients to ensure they 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 the clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
- 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
Benefits: Comprehensive benefits package including medical, dental, vision, and 401(k) matching. Employees also receive 15 days of vacation, paid holidays, and sick time.
About UsEdward Jones is a Fortune 500 company where people come first. We partner for positive impact to improve the lives of our clients, colleagues, and communities. Our team is committed to delivering exceptional service and building long-term relationships with our clients.