Financial Services Team Member
6 days ago
As a Financial Services Team Member at Edward Jones, you will play a critical role in helping our clients achieve their long-term financial goals. You will be a valued member of a branch team, working closely with a financial advisor to deliver exceptional personalized service to our clients.
Key Responsibilities:
• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients' lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events
What We Offer
We're proud to offer a comprehensive training program, a wide support network, and opportunities for professional development. You'll be part of a culture that values continuous improvement, inclusivity, and individual contributions.
Requirements
To succeed in this role, you will need:
• Ability to deepen and broaden client relationships
• Ability to identify opportunities to create efficiency
• Strong ability to work independently
• Ability to manage multiple priorities in a deadline-driven environment
• Proficient in current and new office technology
• Willingness to learn how financial services/markets work
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