Registered Branch Associate

This job posting is anticipated to remain open for 30 days, from 30-Jun-2026. The posting may close early due to the volume of applicants. Edward Jones is a Fortune 500 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. Mandate Registered Branch Associates are an essential part of the client team, creating capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. They support the branch process to provide a streamlined client experience, understand client motivations and goals, and accelerate trust within the branch team. Training & Support Training that 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 Key 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 the Financial Advisor and communicate to client on behalf of the 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 & Competencies 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 Qualities You Will Bring 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 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 As an associate, you are 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, voluntary benefits (such as accident, hospital indemnity, and critical illness) Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost to associates 401(k) retirement plan and tax‑advantaged accounts: health savings account and flexible spending account Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days, and a paid day for volunteerism Eligibility for bonuses and profit sharing Employee Assistance Program Compensation Competitive base salary with opportunities for merit‑based 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