Branch Associate, Financial Services – Client Solutions

Edward Jones; Beaver Dam (WI); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision benefits

401k retirement plan

Paid holidays and vacation (15 days)

Job summary

Edward Jones is seeking a Registered Branch Associate in Wisconsin, offering a training-forward, team-driven role that supports Financial Advisors. You will deepen client relationships, gather information to open accounts, and help manage portfolios while following FINRA and state licensing requirements.

As a salaried professional, you will participate in Edward Jones' comprehensive benefits, ongoing CE training, and opportunities for career growth within a Fortune 500 company dedicated to

Qualifications

• FINRA licenses (Series 7 and 66) required within three months.
• State insurance licenses required.
• Ongoing CE training is required to maintain licenses.
• Completion of regulatory training as part of onboarding.

Responsibilities

• Deepening relationships with existing clients.
• Gather information and collect suitability information to open new accounts.
• Research portfolio performance, costs/fees, asset allocation, and changes to portfolio construction; make recommendations to the Financial Advisor and communicate with clients when in agreement.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients; answer general client questions regarding Edward Jones stock recommendations and withdrawals.
• Actively plan and work as a team to evaluate and execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory compliance

Problem solving

Time management

Attention to detail

Team collaboration

Education

High School Diploma

Bachelor's degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate in Wisconsin, offering a training-forward, team-driven role that supports Financial Advisors. You will deepen client relationships, gather information to open accounts, and help manage portfolios while following FINRA and state licensing requirements.

As a salaried professional, you will participate in Edward Jones' comprehensive benefits, ongoing CE training, and opportunities for career growth within a Fortune 500 company dedicated to