Financial Services Expert
6 days ago
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're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported.
SalaryThe estimated annual salary for this role is $44-65k* based on experience and performance. Compensation includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
*Compensation based on firm and branch performance as well as personal performance. Figures based on past 2 years. Past performance does not guarantee future performance and individual compensation may vary.
Job DescriptionIn this role, you will be a critical member of the branch team, working closely with the financial advisor to deliver exceptional personalized service to clients. You will take an active role in the annual business planning process, assist in developing strategies for the upcoming year, and identify opportunities to create efficiency.
You will also drive marketing activities such as planning and executing events, actively listen for situations in clients' lives that may indicate a need for additional services, and manage multiple priorities in a deadline-driven environment.
Required Skills and QualificationsTo succeed in this role, you will need:
- 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
- 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
As a full-time associate, you will receive:
- A comprehensive 6-month training program, including mentorship from an experienced BOA peer
- A wide support network that extends from your branch office to your region to the home office
- Competitive compensation and benefits package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage
- A 401k retirement plan, tax-advantaged accounts: health savings account, and flexible spending account
- Ten paid holidays, 15 days of vacation for new associates beginning on January 1 of each year, sick time, personal days, and a paid day for volunteerism
- Bonuses and profit sharing
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