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Website BlackRock
Job Description:
Edward Jones Specialists in US Wealth Advisory are responsible for developing and deepening client relationships with the largest & fastest growing advisors at Edward Jones. Edward Jones Specialists in the Core Segment will be acutely focused on deeply serving financial advisors, specifically targeting Edward Jones Level 5 – 10 advisors and delivering highly-impactful value-add content. They will be focused on delivering deep expertise and growing all BlackRock product franchises across alpha and iShares, reporting into a Specialist Manager within BlackRock’s Wealth Distribution Partners group.
Job Responsibilities:
- Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock’s resources and solutions to the client – strong prioritization and resource allocation skills are key
- Deliver fiduciary and investment insights through portfolio construction conversations
- Develop and deepen relationships with Edward Jones Level 5 – 10 financial advisors and Branch Office Teams.
- Demonstrate mastery of BlackRock products and resources
- Embrace technology to deliver an exceptional client experience
- Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing Edward Jones advisors
- Deliver whole portfolio solutions to Edward Jones advisors, delivering expertise across alpha & iShares
- Profile to learn more about our clients and deploy the appropriate resources
- Provide support as needed to Level New – 4 advisors
Job Requirements:
- Strong financial services background with knowledge of investment trends and advisor practices
- Occasional travel required
- Position will reside in a BlackRock office with a Wealth Distribution Partners presence (Princeton, Boston, Atlanta, San Francisco)
- NASD Series 7 and 66 (or 63 & 65) required
- Clean U-4
- CIMA or CFA preferred
- Exceptional verbal and written communication skills
- Strong territory management and sales skills, including profiling and resource deployment
Qualification & Experience:
- Bachelor’s degree required
Job Details:
Company: BlackRock
Vacancy Type: Full Time
Job Location: Princeton, NJ, US
Application Deadline: N/A
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