Financial Services Coordinator

1 week ago


Chippewa Lake, Ohio, United States Edward D. Jones Full time

Discover a fulfilling career as a Financial Services Coordinator at Edward D. Jones. As a key member of our team, you'll work closely with Financial Advisors to help clients achieve their long-term financial goals.

About Our Company

We're proud to serve over seven million clients and value different viewpoints to help achieve results. Our team will provide the support you need every step of the way, including comprehensive training and a wide support network that extends from your branch office to your region to the home office.

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
Requirements and Qualifications
  • 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
Benefits and Compensation

As a Financial Services Coordinator, you can expect a competitive salary of approximately $55,000 - $65,000 per year, depending on experience and location. We also offer a wide range of benefits, including health insurance, retirement savings plans, and opportunities for professional growth and development.

Equal Opportunity Employer

We are an Equal Opportunity Employer and welcome applications from diverse candidates. We are committed to creating an inclusive workplace where everyone feels valued and supported.



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