Registered Branch Associate

Overview

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 privately owned and focused on our clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership and associates are seen, heard, respected, and supported.

Our Registered Branch Associates are an essential part of the client team. They partner with the Financial Advisor to serve existing clients, support the branch process, provide a streamlined client experience, understand client motivations and goals, and accelerate trust within the branch team.

• 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 the Financial Advisor and communicate to client 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
• Continually develop yourself to grow personally and professionally

• 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.

• Training and support: Training which may include mentoring, job shadowing, coaching and branch office visits; a support network that extends beyond your branch office with headquarters assistance via phone, email and firm intranet resources
• Benefits (full-time associates): Medical and prescription drug, dental, vision, voluntary benefits, disability, life insurance, 401k retirement plan, health savings account, flexible spending account, paid holidays, vacation, sick time, personal days, and a paid day for volunteerism; bonuses and profit sharing may apply; access to Employee Assistance Program; benefits details available on the firm benefits page
• Compensation approach: A human-centered approach to positively impact clients, colleagues, and communities; merit-based salary progression within the 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.

Edward Jones is building a place where everyone feels like they belong, and we are proud of our associates' contributions and recognitions.