Join Edward Jones as a Field Support Associate, where you'll partner with a financial advisor to enhance client relationships and streamline processes. This full-time position offers extensive training, a supportive network, and a comprehensive benefits package, all within a dynamic and inclusive work environment.
Key Responsibilities
Support the Financial Advisor in serving existing clients
Create capacity for the Financial Advisor
Provide streamlined client experience
Communicate client motivations and goals
Participate in ongoing training and obtain necessary registrations
Required Qualifications
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Resilient, creative and progressive mindset
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Build meaningful connections and long-lasting relationships with clients
Manage multiple projects in a dynamic and highly collaborative organization
Identify, analyze, and resolve a wide variety of issues related to personalized investment solutions
Preferred Qualifications
Bachelor's degree
3-5 years of relevant experience in securities/financial services industry
Benefits & Perks
Medical and prescription drug coverageDental and vision insurance401k retirement planPaid holidays and vacation daysPaid sick time, personal days, and volunteerism dayEmployee Assistance ProgramBonuses and profit sharing