What are the responsibilities and job description for the Investment and Financial Solutions Specialist position at beBee Careers?
About the Role:
\We are seeking a skilled Investment and Financial Solutions Specialist to join our team. As a key member of our organization, you will be responsible for providing personalized investment and financial solutions to clients.
\Key Responsibilities:
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- Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions. \
- Provide critical thinking, problem-solving, and sound judgment to offer solutions to personalized investment issues, involving the FA when appropriate. \
- Resiliency and adaptability in a nimble learning environment. \
- Attention to detail, strong organizational, and time management skills. \
- A high school diploma or equivalent is required; a bachelor's degree is preferred. \
- Series 7 and Series 66 registration is required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period. \
- At least 3-5 years of relevant experience in the securities industry is preferred. \
- FINRA licenses are required within three months; state insurance licenses are also required. \
- As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing. \
- Competitive compensation package includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. \
- 401(k) retirement plan and tax-advantaged accounts: health savings account, and flexible spending account. \
- Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. \
- Associates may be eligible for bonuses and profit sharing. \
- All associates are eligible for the firm's Employee Assistance Program. \
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Requirements:
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Benefits:
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About Us:
\We are committed to creating a culture where everyone feels like they belong. Our company values diversity and inclusion, and we strive to create a work environment that is welcoming and respectful to all.
