Branch Associate: Client Relations & Financial Support

Edward Jones; Zanesville (OH); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical and prescription drugs

Dental

Vision

401k

10 paid holidays

15 days vacation

Volunteer time

Job summary

Edward Jones in Ohio is seeking a Registered Branch Associate to support Financial Advisors by deepening client relationships, gathering information, opening accounts, and executing buy/sell orders.

The role requires FINRA registrations (Series 7 and 66) within three months, state licenses, and a high school diploma (Bachelor's preferred). The firm offers comprehensive benefits and a culture of development.

Qualifications

• High School Diploma/Equivalent required; Bachelor’s degree preferred.

Responsibilities

• Deepening relationships with existing clients.
• Gathering information and collecting suitability information to open new accounts.
• Researching portfolio performance, costs/fees, asset allocation, and make recommendations to the Financial Advisor.

Skills

Regulatory compliance

Client relationships

Attention to detail

Team collaboration

Problem solving

Education

High School Diploma/Equivalent

Bachelor’s degree preferred

Job description

Edward Jones in Ohio is seeking a Registered Branch Associate to support Financial Advisors by deepening client relationships, gathering information, opening accounts, and executing buy/sell orders.

The role requires FINRA registrations (Series 7 and 66) within three months, state licenses, and a high school diploma (Bachelor's preferred). The firm offers comprehensive benefits and a culture of development.