Registered Branch Associate

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

About the role

Registered Branch Associates are an essential part of the client team, creating capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. You’ll support the branch process to provide a streamlined client experience, understand client motivations and goals, and accelerate trust within the branch team.

We’ll provide training and support, including mentoring, job shadowing, coaching, branch office visits, and a support network that extends beyond your branch office with headquarters assistance via phone, email, and firm intranet resources.

Responsibilities

• Deepen relationships with existing clients
• Gather information and collect suitability information to open new accounts
• Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to the Financial Advisor; communicate to clients on behalf of the Financial Advisor when in agreement with recommendations
• Execute Financial Advisor solicited buy/sell orders and confirm with clients
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals
• Actively business plan and work as a team to continuously evaluate and execute branch strategies
• Continually develop yourself to grow personally and professionally

Requirements

• High School Diploma/Equivalent required; Bachelor’s degree preferred
• 3-5 years of relevant experience in securities/financial services industry preferred
• Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
• FINRA registrations required within three months; state insurance licenses also required
• Complete all ongoing training offered by the firm and regulatory authorities (FINRA and/or SEC)
• Complete required continuing education (CE) training to ensure license(s) remain in good standing

Skills

• Ability to learn and apply legal and regulatory requirements related to selling financial solutions
• Work independently with strong problem solving, critical thinking, and sound judgement
• A resilient, creative, and progressive mindset
• Motivated to achieve results as an individual and team
• Attention to detail, organization, and time management

Benefits

Full-time Associates receive the following benefits:

• Medical and prescription drug coverage
• Dental and vision coverage
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability, basic life, and basic AD&D coverage (provided at no cost to associates)
• 401k retirement plan
• Tax-advantaged accounts: health savings account and flexible spending account
• Ten paid holidays
• 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
• Eligibility for bonuses and profit sharing
• Employee Assistance Program

Pay

The hiring minimum and maximum range shown is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.