Financial Services Associate

2 weeks ago


Portland, Texas, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and detail-oriented Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Provide personalized service to clients, ensuring they feel understood and informed about their financial needs.
  • Participate in the annual business planning process to develop strategies for the upcoming year.
  • Identify opportunities to create efficiency and improve client relationships.
  • Manage multiple priorities in a deadline-driven environment.
  • Stay up-to-date with current and new office technology.
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to mentor you.
  • A wide support network that extends from your branch office to your region to the home office.
  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services/markets work.
About Us

Edward Jones is a Fortune 500 company where people come first. We're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.



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