Financial Services Representative

7 days ago


Dripping Springs, Texas, United States Edward Jones Full time
About Edward Jones

At Edward Jones, we're dedicated to helping our clients achieve their financial goals. As a Registered Branch Associate, you'll play a vital role in providing exceptional service and support to our clients.

Job Overview

We're seeking a highly motivated and results-driven individual to join our team as a Registered Branch Associate. This is an excellent opportunity for someone who is passionate about delivering outstanding customer service and building strong relationships with our clients.

Responsibilities
  • Deepen relationships with existing clients by understanding their needs and preferences.
  • Gather information and collect suitability information to open new accounts.
  • Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation.
  • Execute Financial Advisor solicited buy/sell orders and confirm with clients.
  • Answer general client questions regarding Edward Jones Stock recommendations and withdrawals.
  • Actively business plan and work as a team to continuously evaluate and execute branch strategies.
Requirements
  • High School Diploma/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
  • A competitive salary range of $25.90-$30.27 per hour.
  • A comprehensive benefits package that includes 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.
  • A 401k retirement plan and tax-advantaged accounts: health savings account, and flexible spending account.
  • Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
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.



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