Branch Associate: Client Solutions in Financial Services

Edward Jones; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Edward Jones is seeking Registered Branch Associates to support Financial Advisors and serve existing clients across the United States. The role focuses on building meaningful client relationships, gathering suitability information, and delivering a compliant, streamlined experience under regulatory guidance.

You will deepen client engagements, process account openings, and collaborate to execute branch strategies.

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; if not currently registered, registrations may be obtained during the study period.
• FINRA registrations required within three months. State insurance licenses are also required.

Responsibilities

• Deepening 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.

Skills

Regulatory knowledge

Problem solving

Critical thinking

Team mindset

Attention to detail

Education

High School Diploma

Bachelor's degree preferred

Job description

Edward Jones is seeking Registered Branch Associates to support Financial Advisors and serve existing clients across the United States. The role focuses on building meaningful client relationships, gathering suitability information, and delivering a compliant, streamlined experience under regulatory guidance.

You will deepen client engagements, process account openings, and collaborate to execute branch strategies.