Financial Services Specialist
2 weeks ago
We are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for building strong relationships with existing clients, gathering information to open new accounts, and executing financial advisor solicited buy/sell orders.
About UsEdward Jones is a Fortune 500 company where people come first. We are privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
Responsibilities- Deepen relationships with existing clients through regular communication and personalized service
- Gather information to open new accounts, ensuring suitability and compliance with regulatory requirements
- Execute financial advisor solicited buy/sell orders, confirming with clients and providing exceptional customer service
- Act as a trusted advisor, answering client questions regarding Edward Jones stock recommendations and withdrawals
- 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
- A competitive salary range of $23.21-$27.13 per hour, based on location and experience
- A comprehensive benefits package, including medical, dental, and vision coverage, as well as opportunities for professional development and growth
- A collaborative and inclusive work environment that values diversity and promotes a sense of belonging
At Edward Jones, we believe in empowering our associates to make a positive impact in the lives of our clients and communities. If you are a motivated and dedicated individual who shares our values and passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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