Client Relations Financial Representative

Client Relations Financial Representative

You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

Job Overview

• Position Schedule: Full-Time
  
  
• The Client Relations Financial Representative (CRFR) is responsible for serving in the capacity of the FA to provide advice, service, and support for our client's urgent financial and account related needs when their Financial Advisor is unavailable.
• CRFRs play a significant role in supporting the firm's unique business model. Our purpose is to provide a consistent experience by delivering tailored solutions and exceptional service to our clients, while fulfilling the firm's regulatory requirements and ensuring the FA continues to serve as the primary Financial Advisor.
• We do this by aligning to and complimenting the relationship, service, and advice provided by the client's branch team.
• Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.

Education/Certification

• Bachelor's degree is preferred.
• Series 7 and 66 (or a combination of the 63 and 65) and ability to be registered in all 50 states 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.
• Industry accreditations such as AAMS and CFP are preferred.
• Working knowledge of all Jones systems and tools preferred.

Years of Relevant Experience

• 3+ years of industry experience with at least 1-year registered experience required.
• Prior experience in a Financial Advisor position is strongly preferred.

Skills/Abilities

• 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.

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.