Registered Branch Associate
Edward Jones HQ
Responsibilities Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, make recommendations to Financial Advisor and communicate with 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 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 What the role requires 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 registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months; State insurance licenses also required Benefits A culture of continuous improvement and professional development 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 (some at no cost to associates) 401(k) retirement plan, health savings account, flexible spending account Ten 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 Possibility of bonuses and profit sharing; employee assistance program available Compensation The hiring minimum and maximum range shown below is a subset of the total pay range Opportunities for merit-based salary increases as you progress in the Registered Branch Associate role Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #J-18808-Ljbffr
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