Financial Services Professional
4 weeks ago
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.
- 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.
- 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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