Financial Services Representative
5 days ago
We are seeking a highly skilled Financial Services Representative to join our team at Edward Jones. As a representative, you will be responsible for delivering exceptional personalized service to clients, building and maintaining relationships, and providing financial solutions to meet their needs.
**Salary:** $20.00 - $22.26 per hour
**Job Description:**
• Develop and implement comprehensive financial plans tailored to clients' goals and objectives
• Analyze clients' financial situations and provide recommendations on investment opportunities
• Collaborate with financial advisors to identify potential clients and build relationships
• Stay up-to-date on industry trends and regulatory changes affecting the financial services sector
• Communicate effectively with clients, colleagues, and management to achieve business objectives
**Requirements:**
• 2+ years of experience in financial services or a related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficient in current office technology and software applications
• Willingness to learn and adapt to new technologies and processes
**Benefits:**
• Competitive salary and bonus structure
• Comprehensive benefits package, including medical, dental, and vision insurance
• Paid time off and holidays
• Opportunities for professional development and career advancement
• Inclusive and supportive work environment
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Financial Services Specialist
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Customer Service Representative
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Customer Service Representative
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Customer Service Representative
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