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Financial Services Branch Associate – Client Relations

Job in Tacoma, Pierce County, Washington, 98417, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales, Banking & Finance, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below

Edward Jones in Tacoma, WA seeks a Registered Branch Associate to support financial advisors by deepening client relationships and opening new accounts. You will gather suitability data, review portfolios, and communicate investment recommendations to clients under guidance.

The role requires FINRA registrations (Series 7/66) or eligibility, a high school diploma at minimum, and a preference for a bachelor’s degree with 3–5 years in financial services. Comprehensive training is provided.

As a Financial Services Branch Associate – Client Relations, you will play an important part at Edward Jones in Tacoma, WA, United States.

The Financial Services Branch Associate – Client Relations position in the Finance, Bio & Pharmacology & Health field is open for applications.

We have an opening for a Financial Services Branch Associate – Client Relations in Tacoma, WA, United States within Finance, Bio & Pharmacology & Health.

Position Requirements
10+ Years work experience
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