Financial Services Representative

1 week ago


Oxford, Michigan, 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 and gathering information to open new accounts.

Key Responsibilities:
  • Deepen relationships with existing clients to understand their needs and goals
  • Gather information and collect suitability information to open new accounts
  • Research portfolio performance, cost/fees, asset allocation, and make recommendations to Financial Advisors
  • Execute Financial Advisor solicited buy/sell orders and confirm with clients
  • Actively business plan and work as a team to continuously evaluate and execute branch strategies
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

We offer a competitive compensation package, including bonus potential, 401K, and comprehensive health benefits. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.



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