Senior Financial Operations Coordinator

2 weeks ago


Fairfield, California, United States Edward Jones Full time
Career Opportunity

We are seeking a highly skilled and motivated Senior Financial Operations Coordinator to join our team in Fairfield, IA.

About the Role

This is a full-time opportunity that offers a competitive estimated salary of $60,000 - $80,000 per year, depending on experience.

The successful candidate will work closely with our Financial Advisors to provide exceptional support to clients and drive business growth.

Key Responsibilities
  • Deliver personalized service to clients, ensuring they feel understood and informed.
  • Participate in the annual business planning process to develop strategies for the upcoming year.
  • Actively listen for opportunities to create efficiency and drive marketing activities.
What We Offer

We provide a comprehensive 6-month training program, including an experienced peer mentor, and a wide support network across our region and home office.

Our benefits package includes medical, dental, vision, and short- and long-term disability coverage, as well as a 401(k) retirement plan and tax-advantaged accounts.

We observe 10 paid holidays and offer 15 days of vacation, sick time, and personal days.

Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
About Us

At Edward Jones, we partner for positive impact to improve the lives of our clients and colleagues. We value diversity and inclusion, offering a flexible and inclusive work environment that supports individual growth and well-being.



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