Financial Services Professional

5 days ago


Mequon, Wisconsin, United States Edward Jones Full time
About the Role

We are seeking a highly skilled Financial Services Professional to join our team as a Branch Office Administrator (BOA). In this role, you will play a critical part in building and maintaining strong relationships with clients, working closely with financial advisors to help them achieve their long-term financial goals.

Key Responsibilities
  • Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
  • Take an active role in the annual business planning process, assisting in developing strategies for the upcoming year.
  • Actively listen for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities, such as planning and executing events.
What We Offer
  • A competitive salary, estimated at $22.50 per hour, based on experience and qualifications.
  • A comprehensive benefits package, including medical, dental, vision, and 401(k) matching.
  • Ongoing training and professional development opportunities.
  • A supportive and inclusive work environment.
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.
About Us

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.



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