Trainee Branch Associate

Position: Trainee Branch Associate at Edward Jones
Start your career with Edward Jones as a Trainee Branch Associate. This role emphasizes client relationship building and financial regulations while receiving comprehensive training and mentorship.

As a Registered Branch Associate Trainee, you will work closely with Financial Advisors and enhance client relationships through effective communication. You'll be equipped with training resources, both formal and on-the-job, ensuring holistic development in the financial services space.

Key Responsibilities:

• Gather data and information to open new accounts

• Research portfolio performance and make recommendations

• Execute buy/sell orders and confirm with clients

• Conduct proactive account reviews and collect information

• Answer client inquiries related to stock recommendations

Requirements:

• High School Diploma or equivalent

• Relevant degree or four years of experience

• Registered Representative with CIRO status

• Completion of licensing requirements

• Background checks and training program completion

Develop strong financial acumen and client service skills as you train to become a Registered Branch Associate at Edward Jones.
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