Edward Jones · 17 hours ago

Clnt Rel. Financial Rep, SRV

United States

Full-time

Remote

Mid Level

$60K/yr - $99K/yr

3+ years exp

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Responsibilities

Understand the client's financial situation and needs

Effectively evaluate appropriate solutions utilizing the policies, tools, resources and guidance provided by the firm

Professionally presenting solutions based advice/recommendation to the client

Aligning and partnering with the branch team to support the client

Ensuring department standard operating procedures have been followed appropriately

Completing all required division and firm training, CE requirements, and keeping current with compliance and product alerts

Maintaining a thorough understanding of all investment, account and account feature solutions in order to explain the risks, product features, pricing and to determine overall what is in the client's best interest

Maintaining a thorough understanding of current market events along with the ability to align communications with the Firm's philosophies regarding those events

Collaborating with the branch team to ensure an effective partnership exists

Qualification

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Series 7Series 66Product knowledgeAAMSCFPJones systems knowledgeFinancial Advisor experience

Required

Series 7 and 66 (or a combination of the 63 and 65) are required at time of application; Combined with in depth product knowledge and an understanding of industry regulations, as well as the ability to discuss financial matters competently and articulately.

3+ years of industry experience with at least 1 year registered experience required.

Ability to evaluate compliance and regulatory risk based on client situations.

Excellent verbal and written communication skills required due to the direct contact with Edward Jones' clients. Must be able to understand and communicate rationale for solutions based advice, research opinions, fees, portfolio recommendations, account solutions, estate planning, tax implications, current/future market conditions, industry trends, and financial topics in the headlines.

Skilled in conflict resolution as they are the initial contact for complaint situations or when the branch/client relationship is no longer amicable.

Ability to perform in a fast-paced environment without sacrificing quality.

Preferred

Bachelor's degree is preferred.

Industry accreditations such as AAMS and CFP are preferred.

Working knowledge of all Jones systems and tools preferred (Joneslink, Financial Foundations, Portfolio, Advisory Solutions, Relationship Manager and 5 Star Relationship).

Prior experience in a Financial Advisor position is strongly preferred.