Technical Specialist - Equity Sales Service

At Edward Jones, our formula for success has been to put our customers first. We recognize that the surest way to deliver outstanding service is to continually develop and reward those who provide it. If you're looking for the tools, resources and freedom to build a great future, contact Edward Jones today. And see for yourself why for the seventh year, Edward Jones was named one of the "100 Best Companies to Work For in America" by Fortune magazine in its annual listing. The firm took the No. 16 spot overall in the ranking and was named to the No. 4 spot for large companies. The seven Fortune rankings include top 10 finishes for five years and consecutive number one rankings in 2002 and 2003.Date Posted:24-July-2006Do you enjoy working with others and believe it's important to consistently provide top-notch service? Are you comfortable providing direction and working a financial product like equities? If so, you may be well suited for the opening as an Equity Sales Service technical specialist at Edward Jones.As an Equity Sales Service technical specialist, you will answer equity requests from the sales force, assess key industry factors and key company fundamentals to provide guidance on equity investments not covered by other areas within the firm. Edward Jones seeks an individual who can demonstrate a general understanding of domestic and foreign markets as well as basic understanding of the Edward Jones investment philosophy, read and interpret prospectus items, and perform complex marketing functions that includes updates that interpret market moves and economic factors. If you have at least three years of experience in equity research or extensive product knowledge with customer-service experience, and are ready for a new career challenge, this may be an ideal opportunity for you.Responsibilities:
Interpret and respond, via phone and wire, to equity requests from the sales force.
Assess key industry factors and key company fundamentals to provide guidance on equity investments not covered by an analyst or an industry team.
Read and interpret prospectus items.
Interpret and communicate, both verbally and in writing, clear shareholder guidance on equity-related tender offers.
Perform complex marketing functions, including updates that interpret market moves and economic factors.
Communicate a general description of domestic and foreign markets while championing the Edward Jones investment philosophy.
Apply investment strategy regarding equities and equity investments to client portfolios.
Perform special projects as needed.
Respond to 30+ inquiries per day.
Read necessary publications to maintain knowledge of current events in the marketplace.Full-time associates are provided a core set of benefits including:Life insurance and accidental death and dismemberment coverage
Short-term and long-term disability
Paid vacation
Paid holidays
Paid sick days
Workers compensationUnemployment insurance
Mutual fund purchases at net asset value
Employee assistance program
Opportunity for bonus participation
Company-paid profit sharing
Tuition reimbursement
Adoption expense reimbursementFull-time associates may also elect to participate in the following:Medical and dental insurance
Additional life insurance and accidental death and dismemberment coverage
Long-term care insurance
401k plan with company match
Flexible spending accountsYou may also apply directly through the Edward Jones on-line resumeform:http://www.edwardjonesopportunity.com/cgi-bin/getHTML.cgi?page=/email/en_US/online_application_usa.html
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For more information visit our website at www.edwardjones.com/careers
REQUIREMENTS
Ability to answer any inquiry originating in Equity Sales Service.
Excellent verbal and written communication skills.
Ability to analyze and interpret financial statements.
Ability to understand and apply market, industry and economic factors affecting equities.
Ability to interpret a prospectus and write shareholder guidance on 2-4 tender offers per week.
Strong team player to work in a small team environment.
Strong computer skills.
Solid problem-solving skills.
Must obtain Series 7 and 63 licenses within nine months of hire.
A degree in business with course work in finance is preferred.
3+ years of equity research or similar product knowledge is preferred. Internal candidates preferred.(DA)