Financial Services Representative

3 weeks ago


Fayetteville, Georgia, United States Edward Jones Full time
About the Role

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

Key Responsibilities
  • Deliver personalized service to clients, ensuring they 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 clients' lives that may indicate a need for additional services
  • Drive marketing activities, such as planning and executing events
What We Offer

We offer a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. Our team is committed to continuous improvement and professional development, and we value individual contributions and unique perspectives.

Requirements
  • Ability to deepen and broaden client relationships
  • Strong ability to work independently and manage multiple priorities in a deadline-driven environment
  • Proficient in current and new office technology
  • Willingness to learn how financial services and markets work


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