Financial Services Career Opportunities

1 week ago


Zachary, Louisiana, United States Edward Jones Full time

We're 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.

Our purpose is to improve the lives of our clients, colleagues, and communities. We believe in a human-centered approach as we partner for positive impact. At Edward Jones, we value different viewpoints to help achieve results.

Job Overview:

A key member of our team is the Branch Office Administrator (BOA). This role teams up with Financial Advisors to help clients achieve their long-term financial goals.

The BOA is responsible for delivering exceptional personalized service to ensure clients feel understood and informed. They take an active role in the annual business planning process to assist in developing strategies for the upcoming year.

In this critical position, you will work independently but have a team of thousands backing you every step of the way. You'll also receive comprehensive 6-month training including an experienced peer to help mentor you.

We're proud to serve over seven million clients, and our BOAs are a valued part of the client team. Our culture of continuous improvement and professional development reflects a respect for individuals and their unique contributions.

About the Role:

  • You will deliver exceptional personalized service to ensure clients feel understood and informed.
  • You will take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • You will actively listen for situations in the clients' lives that may indicate a need for additional services.
  • You will drive marketing activities such as planning and executing events.

What We Offer:

  • A competitive salary range of $20.00 - $22.26 per hour.
  • A comprehensive benefits package including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage.
  • A 401(k) retirement plan, tax-advantaged accounts, and paid holidays and vacation time.
  • Opportunities for bonuses and profit sharing.

Requirements:

  • 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.

About Us:

Edward Jones is a leading financial services firm where your contributions are valued. We're committed to improving the lives of our clients, colleagues, and communities through a human-centered approach.



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