Registered Branch Associate

Our Registered Branch Associates are an essential part of the client team and play a crucial role in supporting the Financial Advisor. They partner together to serve existing clients, enhance the client experience, and build trust within the branch team. Training and Support Training that may include mentoring, job shadowing, coaching and branch office visits A support network that 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, and changes to portfolio construction, and make recommendations to the Financial Advisor and communicate to clients on behalf of the Financial Advisor when in agreement with the 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 Continuously develop yourself to grow personally and professionally Can you see yourself… 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 Series7 and Series66 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. 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