Financial Services Relationship Builder

3 weeks ago


St Simons Island, Georgia, United States Edward Jones Full time
Job Overview

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.

We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

A full-time Branch Office Administrator position is available in Saint Simons Island, GA. The hiring minimum salary for this role is $20.00 per hour, while the hiring maximum is $22.26 per hour.

About the Role

The successful candidate will team up with a Financial Advisor to help clients achieve their long-term financial goals. They will work independently but have a team of thousands backing them every step of the way.

This is an excellent opportunity for someone who wants to build lasting relationships with clients and make a meaningful impact on their lives.

Key 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.


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