Branch Associate, Client Services Financial Advisor Support

Edward Jones; Decatur (AL); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical and prescription drug

401k retirement plan

Paid holidays

Job summary

Edward Jones in Decatur, AL is seeking a Registered Branch Associate to deepen client relationships, collect suitability information for new accounts, and support portfolio analysis and execution. The role emphasizes teamwork, ongoing training, and adherence to FINRA and state licensing requirements.

As part of a salaried professional team, you’ll participate in a comprehensive benefits package, training opportunities, and a culture focused on client service and community impact.

Qualifications

• 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; registrations may be obtained during study period at Edward Jones.
• FINRA registrations required within three months; state licenses may be required

Responsibilities

• Deepening relationships with existing clients.
• Gather information and suitability data to open new accounts.
• Research portfolio performance, fees, asset allocation, and provide recommendations to the Financial Advisor.
• Execute buy/sell orders and confirm with clients as initiated by the Financial Advisor.
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
• Collaborate to plan and execute branch strategies.
• Continually develop yourself to grow professionally

Skills

Regulatory requirements

Independent work

Resilient mindset

Team-oriented

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in Decatur, AL is seeking a Registered Branch Associate to deepen client relationships, collect suitability information for new accounts, and support portfolio analysis and execution. The role emphasizes teamwork, ongoing training, and adherence to FINRA and state licensing requirements.

As part of a salaried professional team, you’ll participate in a comprehensive benefits package, training opportunities, and a culture focused on client service and community impact.