Branch Associate — Client Solutions & Advisor Support

Edward Jones; Altoona (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Ten paid holidays

15 days of vacation for new associates

Job summary

Edward Jones is seeking a Registered Branch Associate to expand client relationships, collect suitability information for new accounts, and support the Financial Advisor with portfolio insights and transactions. The role emphasizes regulatory compliance, teamwork, and ongoing professional development within a structured training environment.

Full-time position offering comprehensive benefits, training, and the opportunity to grow within a Fortune 500 financial services firm that prioritizes

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.
• FINRA registrations required within three months; state insurance licenses required.

Responsibilities

• Deepening 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 to the Financial Advisor.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
• Work as a team to continuously evaluate and execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory knowledge

Client relationship building

Attention to detail

Time management

Problem solving

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate to expand client relationships, collect suitability information for new accounts, and support the Financial Advisor with portfolio insights and transactions. The role emphasizes regulatory compliance, teamwork, and ongoing professional development within a structured training environment.

Full-time position offering comprehensive benefits, training, and the opportunity to grow within a Fortune 500 financial services firm that prioritizes