Registered Branch Associate

Registered Branch Associate

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.

• 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, communicating to the client 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
• Continually develop yourself to grow personally and professionally

• 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

• Must 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

• 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 at Edward Jones during the assigned study period
• FINRA registrations are required within three months; state insurance licenses also required

• Medical, prescription drug, dental, vision, and voluntary benefits (accident, hospital indemnity, and critical illness)
• Short‑ and long‑term disability, basic life, and basic AD&D coverage at no cost to associates
• 401(k) retirement plan, health savings account, and flexible spending account
• Ten paid holidays and 15 days of vacation for new associates beginning on January 1 each year, plus sick time, personal days, and a paid day for volunteerism
• Eligibility for bonuses, profit sharing, and the firm’s Employee Assistance Program

• Pay range depends on experience and qualifications; merit‑based salary increases are possible as you progress in the role
• Edward Jones follows a human‑centered approach to compensation, aiming to enhance the lives of clients, colleagues, and communities

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.