Registered Branch Associate
Job in
Broken Arrow, Tulsa County, Oklahoma, 74013, USA
Listed on 2026-06-14
Listing for:
Edward Jones
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance, Banking & Finance, Financial Analyst
Job Description & How to Apply Below
Job Posting
This job posting is anticipated to remain open for 30 days, from 11-Jun-2026. The posting may close early due to the volume of applicants.
OverviewRegistered Branch Associates are an essential part of the client team, supporting the branch process and providing a streamlined client experience.
Key Responsibilities- Deepening relationships with existing clients
- Gathering information and collecting suitability information to open new accounts
- Researching portfolio performance, cost/fees, asset allocation, and making recommendations to the Financial Advisor and communicating to client on behalf of the Financial Advisor when in agreement with recommendation
- Executing Financial Advisor solicited buy/sell orders and confirming with clients
- Answering 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
- 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
- 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 Associate benefits:
- Medical, prescription drug, dental, vision, voluntary benefits (accident, hospital indemnity, critical illness)
- Short- and long-term disability, basic life, basic AD&AD coverage at no cost
- 401(k) retirement plan, Health Savings Account, Flexible Spending Account
- 10 paid holidays, 15 days of vacation starting January 1, sick time, personal days, paid volunteerism day
- Optional bonuses and profit sharing; employee assistance program
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-LjbffrPosition Requirements
10+ Years
work experience
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