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 or 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 judgment
• 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 judgment
• A resilient, creative, and progressive mindset
• Motivated to achieve results as an individual and team
• Attention to detail, organization, and time management

Benefits

• Medical and prescription drug coverage
• Dental coverage
• 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
• 10 paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• Sick time, personal days, and a paid day for volunteerism
• Opportunities for merit-based salary increases as you progress in the Registered Branch Associate role