Financial Services Coordinator

7 days ago


Denver, Colorado, United States Edward Jones Full time
Job Description

We are seeking a highly motivated Branch Support Specialist to join our team at Edward Jones. As a key member of our branch office, you will be responsible for supporting our financial advisors, delivering exceptional personalized service to our clients, and driving marketing activities.

Responsibilities

  • Support financial advisors in meeting client needs.
  • 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 the clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.

Requirements

  • 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.

Benefits

  • A comprehensive 6-month training program including an experienced peer to help mentor you.
  • A wide support network that extends from your branch office to your region to the home office.
  • You'll often work independently but will have a team of thousands backing you every step of the way.

Salary

$23.25 - $27.17 per hour, based on location and experience.



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