Financial Relationship Manager

1 week ago


Asheville, North Carolina, United States Edward Jones Full time
Compensation and Benefits

We offer a competitive compensation package that includes medical, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage at no cost to associates. Additionally, we provide a 401k retirement plan and tax-advantaged accounts such as health savings accounts and flexible spending accounts.

Associates may be eligible for bonuses and profit sharing. We also offer an Employee Assistance Program.

Job Overview

In this role, you will work closely with financial advisors to help clients achieve their long-term financial goals. As a critical member of the branch team, you will be responsible for delivering exceptional personalized service, actively listening for situations in clients' lives that may indicate a need for additional services, and driving marketing activities such as planning and executing events.

Key Responsibilities

* Deliver exceptional personalized service to ensure clients feel understood and informed
* Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
* Actively listen for situations in clients' lives that may indicate a need for additional services
* Drive marketing activities such as planning and executing events

Required Skills and Qualifications

To be successful in this role, you should have strong ability to deepen and broaden client relationships, identify opportunities to create efficiency, work independently, manage multiple priorities in a deadline-driven environment, and be proficient in current and new office technology. You should also be willing to learn how financial services and markets work.

About Us

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

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