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Financial Services Professional

2 months ago

St Louis, Missouri, United States Edward Jones Full time
Job Overview

The Branch Development division at Edward Jones is seeking a highly skilled and experienced Financial Services Professional to join our team. As a key connection between branches and the home office, you will play a vital role in driving positive results in the core profit center of the firm and gaining critical insights that shape our business.

The Position

The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. As a Financial Planning Specialist, you will work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs.

Key Responsibilities
  • Act as the Financial Advisor for our smaller clients, including SEP/Simple IRA participants, while preserving the client connection to the local branch team.
  • Work daily to re-engage clients with our firm and to serve clients who are already engaged.
  • Provide excellent client service and tailored client solutions to meet the clients' needs.
  • Provide initial contact and ongoing guidance and service to the clients.
  • Research and resolve any service issues or unfinished tasks.
  • Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service.
  • Keep the department apprised of any Compliance/Field Supervision concerns.
Requirements
  • Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.
  • Insurance license may be required in the future (life, health and variable annuity).
  • 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge.
  • Bachelor's degree in a business-related field is strongly preferred.
  • Ability to seek, receive and implement feedback.
  • Strong critical thinking skills are necessary.
  • Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.
  • Extensive flexibility, reliability and sound decision making skills.
  • Well-developed and practiced stellar verbal and written communication, including exceptional telephone and customer-service skills.
  • Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.
About Us

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership.