Branch Associate - Client Relations & Financial Support

Edward Jones; Overland Park (KS); On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision plans

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones seeks a Registered Branch Associate in Overland Park to support Financial Advisors by deepening client relationships, collecting required information for new accounts, and executing solicited trades with accuracy. You will collaborate across the branch to improve the client experience and stay compliant with FINRA and state requirements.

This role emphasizes teamwork, continuous learning, and delivering a high standard of client service within a dynamic, community-focused financial

Qualifications

• Understand and apply regulatory requirements for selling financial solutions.
• Able to research and respond to client inquiries with accuracy.
• Maintain strong attention to detail in account opening and suitability reviews.
• Demonstrate effective time management and prioritization in a fast-paced environment.

Responsibilities

• Deepen relationships with existing clients.
• Gather information and collect suitability information to open new accounts.
• Research portfolio performance, costs/fees, asset allocation changes, and make recommendations.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones recommendations and withdrawals.
• Participate in branch planning and execute strategies as a team.
• Pursue ongoing personal and professional development.

Skills

Regulatory knowledge

Problem solving

Attention to detail

Team collaboration

Time management

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Tools

Series 7

Series 66

FINRA licenses

Job description

Edward Jones seeks a Registered Branch Associate in Overland Park to support Financial Advisors by deepening client relationships, collecting required information for new accounts, and executing solicited trades with accuracy. You will collaborate across the branch to improve the client experience and stay compliant with FINRA and state requirements.

This role emphasizes teamwork, continuous learning, and delivering a high standard of client service within a dynamic, community-focused financial