Dynamic Client Relationship Manager
2 weeks ago
As a respected financial services firm, Edward Jones is dedicated to improving the lives of our clients and colleagues. 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.
Salary and BenefitsThe estimated salary for this position is between $23.21 and $27.13 per hour, with opportunities for merit-based increases as you progress in your career. As a salaried professional, you can also expect comprehensive benefits, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage, as well as a 401(k) retirement plan and tax-advantaged accounts.
Job DescriptionAs a Registered Branch Associate at Edward Jones, you will serve as a vital member of the client team, assisting in providing tailored financial solutions and building strong relationships with clients. You will collaborate closely with financial advisors, conduct thorough research, and support clients' investment goals while continuously developing your skills in a dynamic environment.
Key Responsibilities- Deepen relationships with existing clients by understanding their motivations and goals.
- Gather information and collect suitability information to open new accounts and execute buy/sell orders on behalf of financial advisors.
- Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to financial advisors and communicate with clients on their behalf.
- Actively business plan and work as a team to continuously evaluate and execute branch strategies.
- A High School Diploma or Equivalent is required; a Bachelor's degree is preferred.
- 3-5 years of relevant experience in the securities/financial services industry are preferred.
- Series 7 and Series 66 registrations are required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
You'll be working in an inclusive team environment where you thrive as a continuous learner with a people-serving mindset and are passionate about making an impact to change lives.
About UsAt Edward Jones, we value different viewpoints to achieve exceptional results and improve the lives of our clients. We believe in a human-centered approach, partnering for positive impact, and creating a workplace where everyone feels like they belong.
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