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Financial Services Representative

2 months ago

Oxford, Michigan, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Registered Branch Associate. As a key member of our client team, you will work closely with our financial advisors to provide exceptional service to our clients and help them achieve their financial goals.

Key Responsibilities
  • Deepen relationships with existing clients and identify new business opportunities
  • Research and analyze portfolio performance, cost/fees, asset allocation, and make recommendations to financial advisors and clients
  • Execute financial advisor-solicited buy/sell orders and confirm with clients
  • Answer general client questions regarding Edward Jones stock recommendations and withdrawals
  • Actively business plan and work as a team to continuously evaluate and execute branch strategies
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
  • FINRA registrations are required within three months. State insurance licenses are also required
What We Offer
  • A competitive compensation package that includes bonus potential, 401K, and comprehensive health benefits
  • Paid time off, including vacation, sick, holidays, and personal days
  • A culture of continuous improvement and professional development
About Us

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.