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Financial Services Representative

1 month ago

Anderson, South Carolina, United States Edward Jones Full time
Job Overview

As a Registered Branch Associate at Edward Jones, you will play a vital role in serving our clients and building strong relationships with them. You will work closely with our financial advisors to provide exceptional client service and support the branch process.

Key Responsibilities
  • Deepen relationships with existing clients and gather information to open new accounts
  • Research portfolio performance and make recommendations to financial advisors and clients
  • Execute buy/sell orders and confirm with clients
  • Actively business plan and work as a team to continuously evaluate and execute branch strategies
Requirements
  • 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
What We Offer

As a salaried professional, you can expect a competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. You will also have access to ongoing training and development opportunities, including mentoring, job shadowing, coaching, and branch office visits.

We believe in a human-centered approach and partner for positive impact to improve the lives of our clients, colleagues, and communities. If you are a motivated and results-driven individual who is passionate about making a difference, we encourage you to apply for this exciting opportunity.