Financial Services Representative

4 weeks ago


Oxford, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team at Edward Jones. As a key member of our branch, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional service, and driving business growth.

Key Responsibilities
  • Deepen relationships with existing clients through regular communication and personalized service
  • Gather information and collect suitability information to open new accounts and provide tailored investment solutions
  • Research portfolio performance, cost/fees, asset allocation, and make recommendations to Financial Advisors and communicate with clients on behalf of the Financial Advisor
  • 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
  • Continually develop yourself to grow personally and professionally
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
  • As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
  • Complete required CE training to ensure license(s) are in good standing
What We Offer

We offer a competitive compensation package that includes a salary range of $60,000 - $80,000 per year, depending on experience, plus bonus potential, 401K, and comprehensive health benefits. You will also have access to ongoing training and development opportunities to help you grow in your career.

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Our associates are seen, heard, respected, and supported, and we are proud to be a place where everyone feels like they belong.

At Edward Jones, we are committed to building a diverse and inclusive workplace where everyone has the opportunity to succeed. We are an equal opportunity employer and welcome applications from diverse candidates.



  • Oxford, Mississippi, United States Modern Woodmen of America Full time

    Unlock Your Potential with Modern Woodmen of AmericaAs a Financial Representative with Modern Woodmen of America, you'll have the opportunity to build a successful business while making a positive impact in your community. Our fraternal benefit society is dedicated to providing exceptional service to our members, and we're looking for talented individuals to...


  • Oxford, Mississippi, United States Modern Woodmen Full time

    About Modern WoodmenModern Woodmen Fraternal Financial and MWA Financial Services is a Great Place to Work-Certified Region. As a fraternal benefit society, we have no stockholders. We're owned and operated by and for the benefit of our members. Our mission is to provide financial protection, retirement planning, and life insurance solutions to our...


  • Oxford, Ohio, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialPrudential Financial is seeking an experienced financial professional to join our team in the Cincinnati-Dayton area. As a Financial Advisor, you will have the opportunity to grow your career and business while helping individuals and families achieve their financial goals.Key Responsibilities:Service existing...


  • Oxford, Michigan, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team at Edward Jones. 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 ResponsibilitiesDeepen relationships with existing...


  • Oxford, Michigan, United States Edward Jones Full time

    Client Advocate OpportunityWe are seeking a skilled Client Advocate to join our team at Edward Jones. As a Client Advocate, you will play a critical role in deepening relationships with existing clients, gathering information to open new accounts, and providing personalized investment solutions.Key Responsibilities:Deepen relationships with existing clients...


  • Oxford, Michigan, United States Edward Jones Full time

    Client Advocate OpportunityWe are seeking a skilled Client Advocate to join our team at Edward Jones. As a Client Advocate, you will play a critical role in deepening relationships with existing clients and gathering information to open new accounts.Key Responsibilities:Deepen relationships with existing clients to understand their needs and goalsGather...


  • Oxford, Michigan, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Registered Branch Associate. As a key member of our client team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and helping to drive business growth.Key...


  • Oxford, United States Kelly Services, Inc. Full time

    Job Opportunity at Kelly Services, Inc.We are seeking a skilled Customer Service Representative to join our team at a leading Security system supplier in Oxford, CT.About the Role:Provide exceptional customer service to clients and customersResolve customer complaints and issues in a timely and professional mannerWork collaboratively with internal teams to...


  • Oxford, United States Kelly Services, Inc. Full time

    We're seeking a skilled Customer Service Representative to join our team at Kelly Services, Inc. in Oxford, CT. As a key member of our team, you will be responsible for providing exceptional customer service to our clients. Your primary focus will be on resolving customer inquiries and issues in a timely and professional manner.Key Responsibilities:Respond...


  • Oxford, Mississippi, United States ANIMAL CLINIC OF OXFORD Full time

    Lead Customer Service RepresentativeWe are seeking a highly skilled and compassionate Lead Customer Service Representative to join our team at Animal Clinic of Oxford. As a key member of our front office staff, you will be responsible for providing exceptional client service and communication, ensuring a positive experience for our clients and their pets.Key...


  • Oxford, Mississippi, United States ANIMAL CLINIC OF OXFORD Full time

    Lead Customer Service RepresentativeWe are seeking a highly skilled and compassionate Lead Customer Service Representative to join our team at Animal Clinic of Oxford. As a key member of our front desk team, you will be responsible for providing exceptional client service and communication, ensuring a positive experience for our clients and their...


  • Oxford, Alabama, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesProvide personalized service to clients,...


  • Oxford, New Jersey, United States Fulton Bank Full time

    About the RoleFulton Bank is seeking a highly motivated and customer-focused Financial Center Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesAssist clients with teller transactions accurately and in accordance...


  • Oxford, United States Randstad Full time

    Randstad has an exciting opportunity currently available in Oxford, MS! We are looking for experienced Client Service Representatives to join this team! This position has permanent potential with one of our clients, a Financial Services Company. ***Candidates must be willing to work onsite for 4 weeks for training and 1 day per week once training is...


  • Oxford, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team at Edward Jones. As a key member of our client service team, you will play a critical role in building and maintaining strong relationships with our clients, providing personalized investment solutions, and driving business growth.Key...


  • Oxford, United States Kelly Services, Inc. Full time

    Join our team as a Customer Service Representative! Provide exceptional customer service and sales support while leveraging your in-depth knowledge of our products, processes, and systems. Work cross-functionally with various departments to enhance o Support, Representative, Customer Service, Product Sales, Retail, Staffing


  • Oxford, United States Domino's Pizza LLC Full time

    About the Role:We are seeking a skilled Customer Service Representative to join our team at Domino's Pizza LLC. As a key member of our front-of-house team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key Responsibilities:Greet customers and provide a warm welcome to our storeTake...


  • Oxford, Mississippi, United States Circle K Stores, Inc. Full time

    Circle K Stores, Inc. is seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing excellent customer service, operating a cash register, and maintaining a clean and organized store environment. You will also be responsible for greeting customers, making purchase suggestions, and...


  • Oxford, North Carolina, United States Food Lion Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Front End team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key ResponsibilitiesProvide fast,...


  • Oxford, Mississippi, United States Schulte Companies Full time

    Job Title: Guest Services RepresentativeWe are seeking a highly skilled Guest Services Representative to join our team at Collegiate Hotel Group. As a Guest Services Representative, you will be responsible for providing exceptional customer service to our guests, ensuring their stay with us is memorable and enjoyable.Key Responsibilities:Provide warm and...