Professional Client Advocate

1 day ago


Jackson, Missouri, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Professional Client Advocate - Portfolio Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional customer service and support to our clients. This is a unique opportunity to work in a fast-paced environment where no two days are the same.

Job Summary

The Professional Client Advocate - Portfolio Manager will be responsible for deepening relationships with existing clients, gathering information and collecting suitability information to open new accounts, and researching portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and making recommendations to financial advisors and communicating to clients on behalf of financial advisors when in agreement with recommendations.

Key Responsibilities
  • Deepen relationships with existing clients by understanding their needs, goals, and motivations, and identifying opportunities to enhance their overall experience with our firm.
  • Gather information and collect suitability information to open new accounts, ensuring that all necessary documentation is completed accurately and efficiently.
  • Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to financial advisors and communicate to clients on behalf of financial advisors when in agreement with recommendations.
  • Execute financial advisor solicited buy/sell orders and confirm with clients, ensuring timely and accurate processing of transactions.
  • Answer general client questions regarding Edward Jones stock recommendations and withdrawals, providing clear and concise information to ensure client satisfaction.
  • Actively business plan and work as a team to continuously evaluate and execute branch strategies, identifying opportunities to improve processes and procedures.
  • Continually develop yourself to grow personally and professionally, staying up-to-date on industry trends and best practices.
Requirements
  • 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.
  • FINRA registrations are required within three months. State insurance licenses are also required.
Why Join Our Team?

At Edward Jones, we believe in creating a positive impact on the lives of our clients, colleagues, and communities. We offer a collaborative and inclusive work environment, where every individual has the opportunity to grow and succeed. Our employees are valued and respected, and we strive to create a sense of belonging and teamwork throughout our organization.

Compensation and Benefits

We offer a competitive compensation package, including an estimated salary of $25.00-$30.00 per hour, depending on experience. Additionally, our benefits package 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. We also offer a 401(k) retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.



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