Key Role: Financial Services Coordinator

7 days ago


Carlsbad, United States Edward Jones Full time

About Edward Jones

At Edward Jones, we are committed to helping our clients achieve their long-term financial goals. We believe in a human-centered approach and partner for positive impact to improve the lives of our clients, colleagues, and communities.

Role Overview

The Branch Office Administrator is a critical member of our branch team, responsible for delivering exceptional personalized service to our clients. This role involves working closely with our financial advisors to help clients identify their problems and develop strategies to achieve their financial goals.

Key Responsibilities

This role involves a wide range of responsibilities, including:

  • Client Service: Delivering exceptional personalized service to our clients, ensuring they feel understood and informed.
  • Business Planning: Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Marketing Activities: Driving marketing activities such as planning and executing events to attract new clients and grow existing relationships.
  • Technology: Proficient in current and new office technology, ensuring seamless communication with our clients and colleagues.
  • Training and Development: Participating in comprehensive 6-month training program, including an experienced peer mentor, to ensure success in this role.

Compensation and Benefits

We offer a competitive compensation package, including:

  • Hiring Minimum Salary: $23.25 per hour.
  • Hiring Maximum Salary: $30.19 per hour.
  • Benefits: Comprehensive benefits package, including medical, dental, vision, and disability coverage.
  • Retirement Plan: Eligible for our 401(k) retirement plan, with tax-advantaged accounts available.
  • Paid Time Off: Ten paid holidays, 15 days of vacation, and sick time.

What We Offer

At Edward Jones, we value diversity, equity, and inclusion. We strive to create an environment where everyone feels valued and respected. We believe in investing in our associates' growth and development, providing opportunities for career advancement and professional development.

How to Apply

If you're a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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