Financial Services Professional

2 weeks ago


Clemson, South Carolina, United States Edward Jones Full time

We are seeking a highly skilled and motivated Financial Services Professional to join our team as a Registered Branch Associate. This role is a vital part of our client services team, working closely with financial advisors to enhance the client experience.

The successful candidate will be responsible for building relationships with clients, executing financial transactions, and ensuring compliance with regulatory requirements while fostering a culture of continuous improvement.

This position demands strong communication, problem-solving skills, and a growth mindset, with opportunities for professional development and competitive compensation.

Job Overview

As a salaried professional, you can expect a comprehensive 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, and tax-advantaged accounts: health savings account, and flexible spending account
  • Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism

You'll also have access to ongoing training offered by the firm and regulatory authorities FINRA and/or SEC, ensuring your licenses are in good standing.

Key Responsibilities

Your key responsibilities will include:

  • Deepening relationships with existing clients
  • Gathering information and collecting suitability information to open new accounts
  • Researching portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and making recommendations to the financial advisor and communicating to the client on behalf of the financial advisor when in agreement with the recommendation
  • Executing financial advisor-solicited buy/sell orders and confirming with clients
  • Answering general client questions regarding Edward Jones stock recommendations and withdrawals
  • Actively business planning and working as a team to continuously evaluate and execute branch strategies

We estimate that the salary range for this position will be approximately $24-$27 per hour, based on the location and industry standards.

Requirements

To be successful in this role, you will need:

  • A high school diploma or equivalent required; bachelor's degree preferred
  • Three to five 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

If you're passionate about making a positive impact in the lives of our clients and colleagues, we encourage you to apply for this exciting opportunity.



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