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Registered Branch Associate

Job in Charleston, Charleston County, South Carolina, 29408, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 75000 USD Yearly USD 50000.00 75000.00 YEAR
Job Description & How to Apply Below

This job posting is anticipated to remain open for 30 days, from 16-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. 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 proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.

Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. They support the branch process to provide a streamlined client experience, understand clients’ motivations and goals, and accelerate trust within the branch team.

Training

& Support
  • Training may include mentoring, job shadowing, coaching, and branch office visits.
  • A support network that extends beyond the branch office, including headquarters assistance via phone, email, and firm intranet resources.
Key Responsibilities
  • Deepening relationships with existing clients.
  • Gathering information and collecting suitability information to open new accounts.
  • Researching portfolio performance, cost/fees, asset allocation, changes to portfolio construction, and making recommendations to the Financial Advisor, communicating to the client on the Advisor’s behalf when in agreement.
  • Executing Financial Advisor solicited buy/sell orders and confirming with clients.
  • Answering general client questions regarding Edward Jones Stock recommendations and withdrawals.
  • Actively business planning and working as a team to continuously evaluate and execute branch strategies.
  • Continuously developing yourself to grow personally and professionally.
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.
  • Resilient, creative, and progressive mindset.
  • Motivation to achieve results as an individual and team.
  • Attention to detail, organization, and time management.
Requirements
  • High School Diploma or 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 study period.
  • FINRA registrations required within three months. State insurance licenses also required.

As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, including FINRA and/or SEC, and complete required CE training to ensure license(s) are in good standing.

Benefits
  • Culture of continuous improvement and professional development.
  • Medical, prescription drug, dental, vision, and 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.
  • 401(k) retirement plan with tax‑advantaged accounts: health savings account and flexible spending account.
  • Ten paid holidays, 15 days of vacation for new associates beginning January 1, sick time, personal days, and a paid day for volunteerism.
  • Eligibility for bonuses and profit sharing and participation in the Employee Assistance Program.
Compensation

Edward Jones believes in a human‑centered approach to partnering for positive impact and offers a competitive compensation package that may increase with merit and progress in the Registered Branch Associate 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 law.

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Position Requirements
10+ Years work experience
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