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Summary
About the Role
About You
- Strong client service skills with the ability to handle inquiries and resolve issues.
- Ability to learn and understand the financial services industry.
- Experience with administrative tasks such as scheduling and preparing materials for client meetings.
- Familiarity with technology and software such as Microsoft Office, MoneyGuide, and Salesforce.
Benefits
- Comprehensive medical, dental, and vision coverage.
- 401k retirement plan with tax-advantaged accounts.
- 15 days of vacation and 10 paid holidays per year.
- Short- and long-term disability coverage at no cost to associates.
- Bonuses and profit sharing opportunities.
Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.