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Registered Branch Associate

Edward Jones HQ

This job posting is anticipated to remain open for 30 days, from 26-Jun-2026. The posting may close early due to the volume of applicants. About Edward Jones Edward Jones is a Fortune 500 company focused on serving over 9 million clients with a network of 20,000 financial advisors across the U.S. and Canada. Our purpose is to partner for positive impact and create value for clients, colleagues, and communities. We prioritize people over shareholder returns. Position Summary Registered Branch Associate is an essential part of the client team, supporting Financial Advisors by serving existing clients under their direction. The role provides training, mentoring, coaching, and access to headquarters support through phone, email, and intranet. Key Responsibilities Deepen relationships with existing clients. Gather 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; communicate the recommendations to clients on behalf of the Advisor when in agreement. Execute buy/sell orders solicited by the Financial Advisor 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. Skills & Qualifications 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 part of a team. Attention to detail, organization, and time management. Additional Desired Qualities Building meaningful connections and long‑lasting relationships with clients. Managing multiple projects in a dynamic, 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 the 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. Training & Development As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC, and complete required CE training to maintain license(s) in good standing. Benefits A culture of continuous improvement and professional development. Full‑time Associates receive the following benefits: Medical, prescription drug, dental, and vision coverage; voluntary benefits (e.g., accident, hospital indemnity, and critical illness); short‑ and long‑term disability, basic life, and basic AD&D at no cost to associates. 401(k) retirement plan, health savings account, and flexible spending account. Ten paid holidays, 15 days of vacation for new associates starting on January 1 of each year, sick time, personal days, and a paid day for volunteerism. Potential eligibility for bonuses and profit sharing. Employee Assistance Program. Competitive compensation with opportunities for merit‑based salary increases as you progress in the Registered Branch Associate role. 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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