Client Advocate and Relationship Builder
2 days ago
At Edward Jones, we're proud to be a Fortune 5001 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're committed to making a positive impact in the lives of our clients and colleagues.
Our MissionWe partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We're an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
Job OverviewThis is a salaried role that requires a high level of customer service and communication skills. As a Registered Branch Associate, you will work closely with financial advisors to provide exceptional client experiences and build lasting relationships.
Responsibilities:- Deepen relationships with existing clients by understanding their needs and goals
- Gather information and collect suitability information to open new accounts
- Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
- Execute Financial Advisor solicited buy/sell orders and confirm with clients
- Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
- High School Diploma/Equivalent required; Bachelor's degree preferred
- 3-5 years of relevant experience in securities/financial services industry preferred
- Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
- FINRA registrations are required within three months. State insurance licenses are also required
- A competitive salary of $23.21 - $27.13 per hour, based on location and experience
- A comprehensive benefits package, including medical, dental, vision, and disability coverage
- Opportunities for professional growth and development
- A supportive team environment
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