Teams at Benjamin F. Edwards

Supports financial advisors with client service, financial information gathering, financial plan development, portfolio monitoring, investment research, meeting preparation, account order execution, and client relationship management. Uses financial planning, wealth management, CRM, and brokerage technology platforms. Also assists with marketing campaigns, events, webinars, and seminars while progressing toward CFP certification and maintaining required securities licenses.

Supports marketing, sales, and distribution of life, long-term care, disability insurance, and annuity products. Develops campaigns and promotional materials, analyzes campaign and sales data, educates financial advisors, coordinates training, manages vendors, supports compliance approvals, conducts provider due diligence, and participates in client presentations. Requires insurance product expertise, financial analysis skills, and securities and insurance licenses or the ability to obtain them.

Supports fee-based advisory operations, including account opening and maintenance, client billing, advisor compensation, funding, asset investment, fund disbursements, trade corrections, and coordination with custodians, asset managers, finance, trading, and external billing teams.