What are the responsibilities and job description for the Financial Services Representative position at Edward Jones?
Job Description
This role involves building meaningful relationships with clients, providing personalized investment and financial solutions, and cultivating relationships in your local community to grow the business. You will work closely with other members of the client's professional team, including attorneys, accountants, and trust officers, to help fully understand clients' goals and circumstances.
Key Responsibilities
- Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met
- Partnering with other members of the clients' professional team to help fully understand clients' goals and circumstances
- Researching portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and make recommendations to client
- Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business
- Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies
Benefits
We offer a comprehensive benefits package that includes medical, dental, and vision coverage, as well as a 401(k) retirement plan, tax-advantaged accounts, paid holidays, vacation time, and sick leave. All associates are eligible for the firm's Employee Assistance Program.
