Financial Services Representative
1 week ago
We are seeking a highly motivated and dedicated Financial Services Representative to join our team in Rice Lake, WI. As a representative, you will be responsible for delivering exceptional personalized service to our clients, building strong relationships, and identifying opportunities to create efficiency.
Job OverviewThis role offers a unique opportunity to work closely with our financial advisors, helping clients achieve their long-term financial goals. Our team is committed to providing comprehensive support, including training, resources, and a wide network of professionals. If you are looking for a fulfilling career where you can make a positive impact, we encourage you to apply.
Key Responsibilities:
- Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
- Take an active role in the annual business planning process, assisting in developing strategies for the upcoming year.
- Actively listen for situations that may indicate a need for additional services.
- Drive marketing activities, such as planning and executing events.
Benefits:
- A competitive compensation package, with a salary range of $20.00 - $22.26 per hour.
- A comprehensive benefits package, including medical, dental, vision, and retirement plans.
- Ongoing training and development opportunities to enhance your skills and knowledge.
- A supportive and inclusive work environment, with a focus on teamwork and collaboration.
About Us:
Edward Jones is a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the US and Canada. We are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact, improving the lives of our clients, colleagues, and communities.
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