Registered Branch Associate
Job in
Conroe, Montgomery County, Texas, 77303, USA
Listed on 2026-07-10
Listing for:
Edward Jones
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
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.
Edward Jones is a private Fortune 500 company that partners with clients to improve their financial wellbeing. Our Registered Branch Associates play a key role in supporting advisors and client relationships across the U.S. and Canada.
Training and Support- Training which may include mentoring, job shadowing, coaching, and branch office visits
- A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
- 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
- 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
- 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
- Full‑time Associates receive the following benefits:
- Medical and 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 provided at no cost
- 401(k) retirement plan and tax‑advantaged accounts (health savings account, flexible spending account)
- Ten paid holidays, 15 days of vacation for new associates beginning on January 1 of each year, sick time, personal days, and a paid day for volunteerism
- Eligibility for bonuses, profit sharing, and the firm’s Employee Assistance Program
- Edward Jones believes in a human‑centered approach, partnering for positive impact on clients, colleagues, and communities
- The hiring minimum and maximum range shown below is a subset of the total pay range; opportunities for merit‑based salary increases exist as you progress
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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