Financial Services Professional

5 days ago


Westlake, Ohio, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and skilled Financial Services Professional to join our team as a Branch Office Administrator. This is an exciting opportunity to work in a dynamic environment where you will have the chance to build strong relationships with clients and contribute to their long-term financial goals.

Key Responsibilities
  • Deliver exceptional personalized service to ensure clients feel understood and informed
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Actively listen for situations in the clients' lives that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events
What You'll Need
  • Ability to deepen and broaden client relationships
  • Ability to identify opportunities to create efficiency
  • Strong ability to work independently
  • Ability to manage multiple priorities in a deadline-driven environment
  • Proficient in current and new office technology
  • Willingness to learn how financial services/markets work
Why Join Us?

We offer a competitive salary of $22-$25 per hour, based on location and experience. Our benefits package includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401(k) retirement plan, tax-advantaged accounts, and paid time off. At Edward Jones, we believe in investing in our associates and providing them with the tools and support they need to succeed.

Award-Winning Company

Edward Jones is a Fortune 500 company that has been recognized for its commitment to excellence and community involvement. We're proud to be a privately-owned company that prioritizes our clients' needs over shareholder returns.



  • Westlake, Ohio, United States United Consumer Financial Services Full time

    OverviewUnited Consumer Financial Services (UCFS) is seeking a skilled Compliance Officer to join our team. As a key member of our Regulatory Affairs department, you will be responsible for ensuring the company's compliance with all relevant laws and regulations.About the PositionThe estimated salary for this role is $100,000 - $120,000 per year. You will be...


  • Westlake, Ohio, United States FMHC Full time

    FMHC is seeking a highly skilled Senior Internal Auditor to join our team. This role offers an excellent opportunity for career advancement and professional growth in the field of audit.About the Role:We are looking for an experienced Senior Internal Auditor with a strong background in financial services auditing. The successful candidate will be responsible...


  • Westlake, Ohio, United States First Federal Lakewood Full time

    Job SummaryFirst Federal Lakewood is seeking a highly skilled Financial Services Specialist to join our team in foreclosure prevention. In this role, you will work closely with borrowers to counsel and educate them on foreclosure prevention alternatives, ensuring that they understand their options and are empowered to make informed decisions about their...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job DescriptionThe Financial Services Regulatory Compliance Specialist plays a critical role in ensuring the smooth execution of restricted stock transactions for high net worth clients, including executive suite officers, corporate directors, and holders of restricted stock. This involves acquiring accurate clearances and making regulatory filings as...

  • Taxation Expert

    1 week ago


    Westlake, Ohio, United States Acloche-Direct Hire Full time

    Job OverviewAcloche-Direct Hire is a dynamic public accounting firm dedicated to delivering exceptional financial and tax services to our diverse client base. We are seeking a skilled Taxation Expert to join our team in a key role that combines technical expertise with strong analytical and communication skills.


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly motivated Financial Services Operations Specialist to join our Restricted Stock Services team in Texas. As a key member of the team, you will be responsible for assisting clients with selling restricted securities while ensuring regulatory compliance.About the RoleThe ideal candidate will have a strong understanding of...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job DescriptionWe are seeking an experienced Solutions Architect to drive end-to-end architecture for the Core Wealth Platform at Fidelity. This role requires collaboration with multiple teams across various business and technical domains to understand business requirements, lead Proofs-of-Concept (POCs), and architect solutions that meet changing business...


  • Westlake, Ohio, United States Mindlance Full time

    Job SummaryThe Wealth and Advice Solutions organization at Mindlance is seeking a highly analytical individual to join our Risk Oversight & Remediation team. As a key member of the team, you will play a critical role in managing oversight reporting for the SIP offer and supporting the maintenance of policies & procedures.Proactively identify areas of...

  • Tax Specialist

    3 days ago


    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job OverviewFidelity TalentSource LLC seeks a highly skilled Tax Specialist to support client inquiries and maintain client cost information for purposes of providing accurate tax statements and client channels.The successful candidate will provide cost basis research, lot cost updates, and explanation of cost basis calculations to institutional and retail...


  • Westlake, Ohio, United States PSG Global Solutions Careers Full time

    About the Role:PSG Global Solutions Careers is seeking a talented Full Stack Developer to join our team in Westlake, Texas, United States. As a Full Stack Developer, you will be responsible for designing and developing scalable, secure, and efficient software systems for our financial services clients. You will work closely with our Scrum team to create...


  • Westlake, Ohio, United States Fidelity Investments Full time

    At Fidelity Investments, our Finance strategic objective is to ensure a strong financial controls environment. The Global Financial Controls Center of Excellence (GFC-CoE) supports this objective by evaluating the design and operating effectiveness of key processes that impact our financial statements.The Senior Associate role in our GFC function will...


  • Westlake, Ohio, United States Edward Jones Full time

    About the RoleAs a Financial Advisor with Edward Jones, you'll play a pivotal role in helping clients achieve their long-term financial goals. This dynamic position offers a unique blend of personal and professional fulfillment.We're seeking highly motivated individuals who are passionate about delivering exceptional client experiences. If you're driven to...


  • Westlake, Ohio, United States Eliassen Group Full time

    About the RoleWe are seeking a seasoned Data Modeling Expert to join our team at Eliassen Group. As a key member of our organization, you will play a vital role in shaping our data modeling practices and driving innovation across our financial services clients.Job SummaryIn this exciting opportunity, you will leverage your deep expertise in data modeling to...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    About the Role">As a key member of our Financial Management Technology Product Area, we are seeking a highly skilled and experienced Director, Product Owner - Accounting Reporting & Analytics Technology ">This leadership role is responsible for driving strategic initiatives and delivering business results through innovative technology solutions.">The ideal...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Fidelity TalentSource is a premier provider of temporary staffing services for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry.We are currently sourcing for an AML Compliance Professional to work in our Westlake, TX facility as part of a hybrid model that blends remote and in-office work...


  • Westlake, Ohio, United States The Cleaning Authority Full time

    About UsThe Cleaning Authority is a franchise-owned business with a strong commitment to customer satisfaction and employee development. We've been providing professional housecleaning services for over 25 years, earning a reputation as one of the best in the industry.Salary and BenefitsWe offer a competitive salary of $18-$22 per hour, based on experience...


  • Westlake, Ohio, United States Equity Trust Full time

    We are seeking a skilled Financial Development Representative to join our team at Equity Trust. As a key member of our sales team, you will be responsible for creating leads and opportunities by profiling prospects.Job SummaryThe Financial Development Representative creates leads and opportunities by profiling prospects. This role involves making outbound...


  • Westlake, Ohio, United States Equity Trust Full time

    Job DescriptionThe Financial Operations Specialist role at Equity Trust Company is a key position that requires attention to detail and excellent communication skills. As an Operations Associate II in the Account Services and Transfers department, you will be responsible for processing new accounts, incoming and outgoing transfers, and file maintenance...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled Financial Settlements Specialist to join our team at Fidelity Investments.As a key member of our settlements team, you will be responsible for delivering exceptional service to internal and external clients by ensuring timely and accurate settlement of transactions in accordance with policies, procedures, and...


  • Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job OverviewFidelity TalentSource LLC seeks a highly skilled Financial Reporting Specialist to join our team. In this role, you will be responsible for reviewing registration statements and other reporting requirements for Fidelity's U.S. operations. As a Financial Reporting Specialist, you will utilize your analytical skills and attention to detail to...