Registered Branch Associate

Join a financial services firm where your contributions are valued.

Edward Jones is a Fortune 500 company that places people first. With over 9 million clients and 20,000 financial advisors in the U.S. and Canada, we pride ourselves on a private‑owned culture that supports both clients and associates.

Our Registered Branch Associates are an essential part of the client team. We partner with Financial Advisors to serve existing clients, create capacity for advisors, and streamline the client experience.

• Mentoring, job shadowing, coaching, and branch office visits
• Support from headquarters via phone, email, and firm intranet resources

• Apply legal and regulatory requirements related to selling financial solutions
• Work independently with strong problem‑solving, critical thinking, and sound judgment
• Maintain a resilient, creative, and progressive mindset
• Motivate yourself to achieve results as an individual and team member
• Show attention to detail, organization, and time management

• Deepen relationships with existing clients
• Gather information and collect suitability information to open new accounts
• Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction; make recommendations to the Financial Advisor and communicate them to clients when in agreement
• Execute 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
• Continuously develop yourself to grow personally and professionally

• Build meaningful connections and long‑lasting relationships with clients
• Manage multiple projects in a dynamic and highly collaborative organization
• Identify, analyze, and resolve 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 change

• 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 during the assigned study period
• FINRA registrations required within three months; state insurance licenses also required
• Complete all ongoing training offered by the firm and regulatory authorities (FINRA/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.

• Medical and prescription drug coverage
• Dental and vision coverage
• Voluntary benefits such as accident, hospital indemnity, and critical illness
• Short‑ and long‑term disability coverage
• Basic life and AD&D coverage (no cost to associates)
• 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA)
• 10 paid holidays and 15 days of vacation for new associates (starting January 1 of each year), plus sick time, personal days, and a paid volunteer day
• Employee Assistance Program access
• Potential bonuses and profit sharing

• Human‑centered approach to salary with opportunities for merit‑based increases as you progress in the Registered Branch Associate role