Financial Services Professional

1 day ago


Oceanside, California, United States Edward Jones Full time

Company Overview

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At Edward Jones, we are a leading financial services firm with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We are privately-owned, placing the focus on our clients rather than shareholder returns.

We partner for positive impact to improve the lives of our clients, colleagues, and communities, making us a great place to start or build your career.

Job Summary

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This role is responsible for providing exceptional personalized service to ensure clients feel understood and informed. The successful candidate will have strong ability to work independently, manage multiple priorities in a deadline-driven environment, and be proficient in current and new office technology.

Responsibilities

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  • 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.

  • 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.

Requirements

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  • 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.

Benefits

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  • Competitive salary: $23.25 - $30.19 per hour.

  • A wide support network that extends from your branch office to your region to the home office.

  • You'll often work independently but will have a team of thousands backing you every step of the way.

  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results.

  • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions.



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