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Retirement Plan Marketing & Financial Assessment Location: St. Louis & Tempe Division Description
Retirement Plan Marketing & Financial Assessment is a member of the Edward Jones Client Solutions Group, which strives to understand the needs and wants of our clients in order to provide the solutions to help them achieve their financial goals. Other divisions in CSG include Equities & Fixed Income Trading, Managed Investment & Packaged Solutions, Investment Banking, Marketing, Research, and Edward Jones Trust Co.*. At Edward Jones, we are committed to a long-term philosophy that emphasizes quality and diversification. Our clients are generally long term, serious investors and would rather interact with an actual person (our Financial Advisors) instead of a call center or a Web site. As an associate in this division, you’ll play an integral role in training and supporting our vast network of Financial Advisors. Departments
*Edward Jones Trust Company™ is a subsidiary of the Jones Financial Companies, L.L.L.P. Financial Assessment
Financial Assessment associates provide tools, expertise and 5 Step Asset Management training to facilitate the deepening of the financial relationships between our Financial Advisors and clients as well as Market FAST to our branch office and headquarters associates and product partners. Key Qualifications Include:
- Financial assessment knowledge and skills
- Microsoft office skills
Areas Within This Department Include:
- Portfolio tools
- Financial Assessment and Solution Tools
- Relationship Manager
Retirement Plan Marketing
This department provides the products, training & support our Financial Advisors need to meet client retirement goals while also overseeing the relationship management of retirement product providers. Key Qualifications Include:
- Knowledge of retirement products, 401ks, IRAs, 403bs, etc.
- Solid presentation and group training skills
Areas Within This Department Include:
- IRA marketing
- 401k marketing
- Non-profit (403b) marketing
- Education savings
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