Financial Services Representative
3 weeks ago
We are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at Edward Jones. As a Financial Services Representative, you will play a critical role in helping our clients achieve their financial goals and objectives.
Job OverviewThe ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and work effectively in a fast-paced environment. You will be responsible for deepening existing client relationships, gathering information to open new accounts, and executing buy/sell orders as directed by the financial advisor.
Responsibilities- Deepen relationships with existing clients through regular communication and relationship-building activities.
- Gather information and collect suitability information to open new accounts and make recommendations to financial advisors.
- Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to financial advisors and communicate to clients on behalf of financial advisors when in agreement with recommendations.
- Execute financial advisor-solicited buy/sell orders and confirm with clients.
- Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
- High School Diploma or 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.
- FINRA registrations are required within three months.
- State insurance licenses are also required.
As a Financial Services Representative at Edward Jones, you can expect a competitive salary and benefits package, including:
- A base salary of $60,000 - $80,000 per year, depending on experience.
- A comprehensive benefits package, including medical, dental, vision, and life insurance.
- A 401(k) retirement plan with company match.
- Opportunities for professional development and advancement.
- A dynamic and supportive work environment.
You will be working in a fast-paced office environment, interacting with clients, financial advisors, and other team members. You will be expected to maintain accurate records, meet productivity standards, and adhere to regulatory requirements.
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