Edward Jones - Natchez, MS

posted about 2 months ago

Full-time - Entry Level
Natchez, MS
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At Edward Jones, we are looking for a Branch Office Support Professional (BOA) who will play a critical role in our branch teams, which typically consist of two or three members, including a financial advisor. As the first point of contact for clients, you will be responsible for creating a welcoming environment and establishing strong relationships. Your primary focus will be on understanding clients' needs and proactively identifying potential issues before they arise. This role is essential in helping clients achieve their financial goals, and you will work closely with the financial advisor to provide exceptional service and support. In this full-time position, you will be based at our branch office located at 115 Jefferson Davis Blvd, Natchez, MS 39120. The BOA role is designed for individuals who are looking for a fulfilling career in financial services. You will receive comprehensive training over six months, including mentorship from an experienced peer, and access to a wide support network that extends from your branch to the home office. While you will often work independently, you will have the backing of thousands of colleagues to ensure your success. Your responsibilities will include delivering personalized service to clients, actively participating in the annual business planning process, and listening for life events that may indicate a need for additional services. You will also drive marketing activities, such as planning and executing events, to enhance client engagement. At Edward Jones, we foster a culture of continuous improvement and professional development, valuing the unique contributions of each individual. We recognize and reward individual efforts through a comprehensive rewards program that promotes long-term career growth and financial security for you and your family.

Responsibilities

  • Deliver exceptional personalized service to clients to ensure they feel understood and informed.
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Actively listen for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.

Requirements

  • Ability to deepen and broaden client relationships.
  • Ability to identify opportunities to create efficiency.
  • Strong ability to work independently.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services and markets work.

Benefits

  • A compensation package that includes bonus potential, profit sharing, and a 401k (U.S.) or Group RRSP (Canada).
  • Comprehensive and competitive health benefits.
  • Paid time off including vacation, sick, holidays, and personal days.
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