Financial Services Professional

4 weeks ago


Westwood, Massachusetts, United States Edward Jones Full time
Client Advocate Role at Edward Jones

We are seeking a skilled Client Advocate to join our team at Edward Jones. As a Client Advocate, you will play a vital role in deepening relationships with existing clients, gathering information to open new accounts, and executing financial advisor solicited buy/sell orders.

Key Responsibilities:
  • Deepen relationships with existing clients to understand their financial goals and objectives.
  • Gather information and collect suitability information to open new accounts.
  • Research portfolio performance, cost/fees, asset allocation, and make recommendations to financial advisors.
  • Execute financial advisor solicited buy/sell orders and confirm with clients.
  • Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
Requirements:
  • 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.
What We Offer:
  • A competitive compensation package, including a base salary and opportunities for merit-based salary increases.
  • A comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) retirement plan.
  • Ongoing training and development opportunities to help you grow professionally and personally.

At Edward Jones, we value our associates' contributions and offer a supportive and inclusive work environment. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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