Financial Services Professional

4 weeks ago


North Beach, Maryland, United States Edward Jones Full time
Client-Centric Financial Services

We're seeking a skilled Financial Services Professional to join our team at Edward Jones. As a Client Advocate and Financial Solutions Specialist, you'll work closely with clients to understand their unique needs and develop personalized financial plans.

Key Responsibilities:

  • Gather information and collect suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns.
  • Meet with clients regularly to track progress toward goals, uncover additional assets, and adjust their strategy to ensure their needs are met.
  • Partner with other members of the clients' professional team to help fully understand clients' goals and circumstances.
  • Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and make recommendations to clients.
  • Cultivate relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
  • Coordinate with the Financial Advisor to assist in the creation of new clients via face-to-face and virtual sourcing strategies.

Requirements:

  • High School Diploma/Equivalent required; Bachelor's degree preferred.
  • Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
  • At least 3-5 years of relevant experience in the securities industry preferred.
  • FINRA licenses required within three months. State insurance licenses required.

About Us:

At Edward Jones, we're committed to providing exceptional client service and building long-term relationships with our clients. We're proud to be a Fortune 500 company with a strong reputation for integrity and professionalism.

We offer a competitive compensation package, including bonus potential, 401K, and comprehensive and competitive health benefits. Our associates are valued and respected, and we're committed to creating a culture of continuous improvement and professional development.



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