Registered Branch Associate

About the Role

Our Registered Branch Associates are an essential part of the client team, partnering with Financial Advisors to serve existing clients. They support the branch process, ensuring a streamlined client experience, understanding client motivations and goals, and accelerating trust within the team.

• Training may include mentoring, job shadowing, coaching and branch office visits.
• A support network 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.
• 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 and communicate to client on behalf of the Financial Advisor when in agreement with recommendation.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones Stock recommendations and withdrawals.
• Actively pursue business plans and work as a team to continuously evaluate and execute branch strategies.
• Continually 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 or 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.
• Completion of 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.

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

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.