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
We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
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
Qualifications
- 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
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
- Compensation provided for using, not obtaining, the rating
- Training which may include mentoring, job shadowing, coaching and branch office visits
- A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
- Skills including 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
- Full-time Associates receive the following benefits:
- Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short- and long-term disability, basic life, and basic AD&D coverage
- Health savings account, and flexible spending account
- 401k retirement plan
- 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
- Bonuses and profit sharing
- Employee Assistance Program
Pay
- Compensation provided for using, not obtaining, the rating
Schedule
- Full-time
Company Description
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.
We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023.