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Registered Branch Associate

Edward Jones

This job posting is anticipated to remain open for 30 days, from 15-Jul-2026. The posting may close early due to the volume of applicants. Our Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client motivations and goals, and accelerate trust within the branch team. Training & Support 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 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 Key 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 Additional Responsibilities 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 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 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. Benefits Medical, prescription drug, dental, vision and voluntary benefits Short- and long-term disability, basic life, and basic AD&D coverage at no cost to associates 401k retirement plan and tax-advantaged accounts: health savings account and flexible spending account Paid holidays and vacation, sick time, personal days, and paid day for volunteerism Employee Assistance Program and opportunities for bonuses and profit sharing #J-18808-Ljbffr

Vacancy posted 3 days ago
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