Registered Branch Associate

About the Role

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.

We'll give you training and the support you need, providing:

• Training which may include 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 judgment
• A resilient, creative, and progressive mindset
• Motivation to achieve results as an individual and as part of a team
• 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, changes to portfolio construction/investments, and make recommendations to the Financial Advisor; communicate to clients 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
• Continuously 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 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 assigned study period
• FINRA registrations required within three months; state insurance licenses also required
• Must complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
• Complete required CE training to keep license(s) 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.

• Edward Jones’ compensation and benefits package includes medical, prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage; short‑ and long‑term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• 401(k) retirement plan and tax‑advantaged accounts: health savings account and flexible spending account.
• 10 paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days, and a paid day for volunteerism.
• Eligible for bonus and profit‑sharing opportunities.
• Eligible for the firm’s Employee Assistance Program.

• Registered Branch Associate salary ranges are provided as a subset of total pay; opportunities for merit‑based salary increases exist.
• The hiring minimum and maximum range are displayed below; this is a subset of the total compensation package.