Financial Services Representative
1 week ago
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
- 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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Financial Services Representative
4 weeks ago
Oxford, Michigan, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team at Edward Jones. As a key member of our client team, you will work closely with our financial advisors to provide exceptional service to our clients and help them achieve their financial goals.Key ResponsibilitiesDeepen relationships with existing...
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Financial Services Representative
3 weeks ago
Oxford, Michigan, United States Edward Jones Full timeClient Advocate OpportunityWe 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...
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Financial Services Representative
1 week ago
Oxford, Michigan, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Registered Branch Associate. As a key member of our client team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and helping to drive business growth.Key...
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Cannabis Patient Service Representative
3 weeks ago
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Financial Services Representative
4 weeks ago
Oxford, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team at Edward Jones. As a key member of our branch, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional service, and driving business growth.Key ResponsibilitiesDeepen relationships...
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