Financial Services Coordinator

3 weeks ago


Wilmington, North Carolina, United States Edward D. Jones Full time

About Us
At Edward D. Jones, we're committed to helping clients achieve their long-term financial goals. As a Financial Services Coordinator, you'll team up with experienced Financial Advisors to provide exceptional personalized service and support to our clients.

What You'll Do
You'll be responsible for delivering top-notch client service, taking an active role in the annual business planning process, and identifying opportunities to create efficiency. You'll also drive marketing activities, such as planning and executing events, to promote our services and attract new clients.

Key Responsibilities

  • Deliver exceptional personalized service to ensure clients feel understood and informed
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Identify opportunities to create efficiency and implement cost-saving measures
  • Drive marketing activities to promote our services and attract new clients


The Ideal Candidate
We're looking for individuals who are able to deepen and broaden client relationships, identify opportunities to create efficiency, and work independently in a deadline-driven environment. If you're proficient in current and new office technology, have a willingness to learn about financial services and markets, and can manage multiple priorities, we'd love to hear from you.

What We Offer
We offer a competitive salary of approximately $65,000 per year, plus merit-based increases as you progress in your role. You'll also have access to comprehensive 6-month training, including an experienced peer to help mentor you, and a wide support network that extends from your branch office to your region to the home office. We value continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. Our inclusive environment is one where everyone's different viewpoints are valued and help us achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being for you and your family.

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