Branch Client Advisor: Relationships & Portfolios

About the Role

Registered Branch Associates are essential to client teams, partnering with Financial Advisors to serve existing clients and streamline processes.

• Training may include mentoring, job shadowing, coaching and branch office visits
• A support network extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

• 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 Financial Advisor and communicate to client on behalf of 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 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

• 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 are also required

An associate is required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC.

Full-time Associates receive a compensation and benefits package that includes medical, prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, basic AD&D coverage (at no cost), 401(k) retirement plan, health savings account, flexible spending account, ten paid holidays, 15 days of vacation for new associates, sick time, personal days, paid day for volunteerism, and eligibility for bonuses and profit sharing.

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.