What are the responsibilities and job description for the Unlock Your Earning Potential in Finance position at Edward Jones?
Key Responsibilities and Skills Required
- Build relationships: Create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions, and referrals, social media, and speaking engagements).
- Understand client needs: Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
- Lead branch teams: Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
