Financial Consultant Partner
2 weeks ago
We are seeking a highly motivated and organized individual to join our team as a Branch Office Administrator. As a critical member of the branch team, you will work closely with the financial advisor to provide exceptional personalized service to clients, helping them achieve their long-term financial goals. Your responsibilities will include deepening and broadening client relationships, identifying opportunities to create efficiency, and managing multiple priorities in a deadline-driven environment.
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 offer a comprehensive 6-month training program, a wide support network, and a competitive compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada), and comprehensive and competitive health benefits. Our team values different viewpoints and promotes a long-term career, financial security, and well-being for you and your family.
Requirements
We are looking for an individual who is able to deepen and broaden client relationships, identify opportunities to create efficiency, and work independently in a deadline-driven environment. Proficiency in current and new office technology is also required. If you are willing to learn how financial services/markets work and are motivated to succeed in a dynamic environment, we encourage you to apply.
About Us
Edward Jones is a Fortune 500 company where people come first. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
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