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Registered Branch Associate

Edward Jones HQ

This job posting is anticipated to remain open for 30 days, beginning 01-Jul-2026. The posting may close early due to the volume of applicants. About the Role Registered Branch Associates are essential members of the client team, partnering with Financial Advisors to serve existing clients. You will support the branch process, provide a streamlined client experience, understand client motivations and goals, and accelerate trust within the team. Key Responsibilities Deepen relationships with existing clients. Gather information and collect suitability data to open new accounts. Research portfolio performance, costs, asset allocation, and changes to portfolio construction; make recommendations to the Financial Advisor and communicate them to clients when aligned with the Advisor’s recommendation. Execute 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. Training & Support Training may include mentoring, job shadowing, coaching, and branch office visits. A support network extends beyond the 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 judgment. Resilient, creative and progressive mindset. Motivation to achieve results as an individual and as part of a team. Attention to detail, organization, and time management. Qualifications 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 required within three months; state insurance licenses also required. Required to 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. Benefits Medical, prescription drug, dental, vision, and voluntary benefits (e.g., accident, hospital indemnity, critical illness). Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost to associates. 401(k) retirement plan; health savings account and flexible spending account. 10 paid holidays and 15 days of vacation for new associates starting on January 1; additional sick time, personal days, and a paid volunteer day. Eligibility for bonuses, profit sharing, and Employee Assistance Program. EEO Statement 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

Vacancy posted 2 days ago
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