Registered Branch Associate - Goshen

Opportunity Overview

Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.

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 client motivations and goals, and accelerate trust within the branch team.

• Mentoring, job shadowing, coaching and branch office visits
• A support network that extends beyond the 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
• Gathering information and collecting suitability information to open new accounts
• Researching portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and making recommendations to the Financial Advisor and communicating to the client on behalf of the Financial Advisor when in agreement with the 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 planning and working as a team to continuously evaluate and execute branch strategies
• Continuously developing 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 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 FINRA and/or SEC.

Complete required CE training to ensure license(s) are in good standing.

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.