Financial Services Professional
5 days ago
At Edward Jones, we're committed to helping our clients achieve their financial goals. As an Associate Financial Advisor, you'll play a vital role in delivering exceptional client experiences and driving business growth.
Key Responsibilities:- Gather information and collect suitability to deeply understand clients' needs, priorities, and concerns.
- Meet with clients regularly to track progress toward goals, uncover additional assets, and adjust their strategy to ensure their needs are met.
- Partner with other members of the clients' professional team to help fully understand clients' goals and circumstances.
- Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and make recommendations to clients.
- Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
- High School Diploma/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 securities industry preferred.
- FINRA licenses required within three months. State insurance licenses required.
At Edward Jones, we're proud to be a Fortune 500 company where people come first. We're committed to creating a culture of continuous improvement and professional development, where our associates can grow and thrive. Join us in our mission to improve the lives of our clients, colleagues, and communities.
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Financial Services Programmer
3 weeks ago
Conway, South Carolina, United States Coastal Carolina University Full timeJob Title: Financial Services ProgrammerCoastal Carolina University is seeking a highly skilled Financial Services Programmer to join our team in the Office of Information Technology Services.Job Summary:The Financial Services Programmer will be responsible for the installation and maintenance of the campus ERP financial services modules, providing custom...
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Financial Services Programmer
4 weeks ago
Conway, South Carolina, United States Coastal Carolina University Full timeJob SummaryCoastal Carolina University is seeking a highly skilled Financial Services Programmer to join our team in the Office of Information Technology Services. As a key member of our team, you will be responsible for the installation and maintenance of our campus ERP financial services modules, providing custom programming, application analyst support,...
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Assistant Store Manager
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Assistant Store Manager
1 week ago
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School Health Professional
1 week ago
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5 days ago
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Patient Service Director
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