Financial Services Representative
2 weeks ago
About the Role
As a Branch Office Administrator at Edward Jones, you will play a critical role in helping clients achieve their long-term financial goals. You will be part of a team that values collaboration, innovation, and a human-centered approach.
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 We Offer:
- A competitive salary of $20-$22 per hour.
- A comprehensive 6-month training program with an experienced peer to help mentor you.
- A wide support network that extends from your branch office to your region to the home office.
- The opportunity to work independently while having a team of thousands backing you every step of the way.
We're Looking for:
- Able 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.
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