Registered Branch Associate

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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.

About the Role

Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.

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 Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
• 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

• A 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 are required within three months
• State insurance licenses are also required

As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing

Qualifications

• Highly motivated and proactive
• Strong communication and interpersonal skills
• Ability to work independently with strong problem-solving, critical thinking, and sound judgment
• Resilient, creative, and progressive mindset
• Attention to detail, organization, and time management skills

Skills

• Legal and regulatory requirements related to selling financial solutions
• Independent problem-solving and decision-making
• Effective communication and collaboration
• Portfolio research and analysis
• Client relationship management

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 coverage
• Basic life and basic AD&D coverage
• 401(k) retirement plan
• Tax-advantaged accounts: health savings account, and flexible spending account
• Paid holidays and vacation
• Employee Assistance Program

Pay

Competitive compensation provided for using, not obtaining, the rating.

Schedule

Full-time schedule is typically 40 hours per week.