Registered Branch Associate

Role Overview

Registered Branch Associates are a vital part of the client team, partnering with Financial Advisors to serve existing clients. They support the branch process to provide a streamlined client experience, understand client motivations, and accelerate trust within the branch team.

• Training may include mentoring, job shadowing, coaching and branch office visits
• A support network extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

• 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

• 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

• 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

• 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

• A culture of continuous improvement and professional development
• Full‑time associates receive 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
• 150 days of paid vacation for new associates, sni sen enjoyment; plus sick time, personal days, and a paid day for volunteerism
• 401k retirement plan and tax‑advantaged accounts: health savings account, and flexible spending account
• Bonuses and profit sharing for eligible associates
• Employee Assistance Program available to all associates

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.