Financial Services Representative

13 hours ago


Anderson, South Carolina, United States Edward Jones Full time
Job Overview

We are seeking a highly skilled and motivated individual to join our team as a Registered Branch Associate. As a key member of our client team, you will work closely with our financial advisors to provide exceptional service to our clients.

Key Responsibilities
  • Deepen relationships with existing clients and gather information to open new accounts
  • Research portfolio performance and make recommendations to financial advisors and clients
  • Execute buy/sell orders and confirm with clients
  • Answer general client questions regarding Edward Jones stock recommendations and withdrawals
  • Actively business plan and work as a team to continuously evaluate and execute branch strategies
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
What We Offer
  • A competitive compensation package that includes bonus potential, 401K, and comprehensive health benefits
  • Paid time off, including vacation, sick, holidays and personal days
  • A culture of continuous improvement and professional development
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'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.



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