Financial Services Representative
3 days ago
Role Overview
">We're looking for a skilled Financial Services Representative to join our team as a Branch Office Administrator (BOA). As a BOA, you will play a critical role in helping clients achieve their long-term financial goals.
">About the Role
">The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients. You will be responsible for delivering exceptional personalized service, taking an active role in the annual business planning process, and identifying opportunities to create efficiency.
">Responsibilities
">- ">
- Deliver exceptional personalized service to ensure clients feel understood and informed">
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year">
- Actively listen for situations in the clients' lives that may indicate a need for additional services">
- Drive marketing activities such as planning and executing events">
Requirements
">To succeed in this role, you will need:
">- ">
- 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">
What We Offer
">As a Financial Services Representative with Edward Jones, you can expect:
">- ">
- A competitive salary of $43,500 - $51,200 per year, depending on location">
- A comprehensive benefits package, including medical, dental, and vision coverage">
- Opportunities for professional development and career growth">
- A supportive and inclusive work environment">
About Us
">Edward Jones is a Fortune 500 company where people come first. With over 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.
">Join Our Team
">If you're passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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