Financial Services Representative

2 weeks ago


Lakeville, Minnesota, United States Edward Jones Full time
Client Advocate Opportunity

We are seeking a skilled Client Advocate to join our team at Edward Jones. As a Client Advocate, you will play a critical role in deepening relationships with existing clients, gathering information to open new accounts, and providing personalized investment solutions.

Key Responsibilities:
  • Deepen relationships with existing clients to understand their financial goals and objectives
  • Gather information to open new accounts and provide personalized investment solutions
  • Research portfolio performance, cost/fees, asset allocation, and make recommendations to Financial Advisors
  • Execute Financial Advisor solicited buy/sell orders and confirm with clients
  • Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
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:
  • A competitive compensation package that includes bonus potential, 401K, and comprehensive health benefits
  • Paid time off, including vacation, sick, holidays, and personal days
  • A culture of continuous improvement and professional development

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Our associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.



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