Financial Services Associate

2 weeks ago


Vienna, West Virginia, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. 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 Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Assist financial advisors in developing and implementing client plans, including identifying opportunities to create efficiency and improve client outcomes.
  • Manage multiple priorities in a deadline-driven environment, ensuring timely and accurate completion of tasks.
  • Stay up-to-date with current and new office technology, and provide technical support as needed.
  • Participate in ongoing training and professional development to enhance skills and knowledge.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. You will also have access to ongoing training and development opportunities, as well as a supportive and inclusive work environment.

Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities.
  • Proficient in current and new office technology.
  • Willingness to learn and adapt to changing circumstances.
About Us

Edward Jones is a Fortune 500 company that values its associates and provides a supportive and inclusive work environment. We are committed to partnering for positive impact and improving the lives of our clients, colleagues, and communities.



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