Financial Services Coordinator

5 days ago


Greensburg, Pennsylvania, United States Edward D. Jones Full time

**About the Role**

We are seeking a highly motivated and organized Financial Services Coordinator to join our team in Greensburg, PA. As a BOA, you will play a critical role in helping clients achieve their long-term financial goals.

**Responsibilities**

  • 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**

  • 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

**What We Offer**

  • A comprehensive 6-month training program including an experienced peer to help mentor you
  • A wide support network that extends from your branch office to your region to the home office

We offer a competitive salary of $50,000 - $70,000 per year, based on experience and qualifications.



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