Registered Branch Associate

Edward Jones · Cape Girardeau, MO · 3 days ago

On-siteFinanceFull-time

This job posting is anticipated to remain open for 30 days from 19‑Oct‑2026 and may close early due to applicant volume.

About the role

Edward Jones is a Fortune 500 financial services firm with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. As a privately‑owned partnership, the firm focuses on clients rather than shareholder returns. Our purpose: we partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Registered Branch Associates are an essential part of the client team, creating capacity for the Financial Advisor by partnering to serve existing clients, supporting branch processes, understanding client motivations and goals, and accelerating trust within the branch team.

Training and support

Training which may include mentoring, job shadowing, coaching, and branch office visits
A support network that extends beyond your branch office, including headquarters assistance via phone, email, and firm intranet resources

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

Responsibilities

Deepening 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

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
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

Desired attributes

Building meaningful connections and long‑lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes

Benefits

Medical and prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, critical illness)
Short‑ and long‑term disability, basic life, and basic AD&D coverage provided at no cost to associates
401(k) retirement plan
Tax‑advantaged accounts: health savings account and flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning January 1 each year, plus sick time, personal days, and a paid day for volunteerism
Eligibility for bonuses and profit sharing
Employee Assistance Program available to all associates