Location: Frisco, TX, USA
Category: Finance
Salary: 0 - 0 USD / hourly
Full-time
Join our team at Edward Jones as a Client Support Team Professional, where you will play a crucial role in assisting clients and financial advisors in achieving their financial goals.
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listening for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
Ability to deepen and broaden client relationships
Ability to identify opportunities to create efficiency
Strong ability to work independently
Proficient in current and new office technology
Willingness to learn how financial services/markets work
Comprehensive 6-month training program
Support network from branch office to home office
Career development opportunities
Health and wellness benefits
401k retirement plan and profit sharing
Join a financial services firm that values your contributions and focuses on improving the lives of clients, colleagues, and communities
Be part of an innovative, flexible, and inclusive organization that promotes performance excellence and belonging