Branch Associate: Support Advisors & Grow Client Relationships

Edward Jones; Centralia (IL); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Healthcare benefits

401k plan

Paid holidays

Job summary

Edward Jones in the United States seeks a Registered Branch Associate to deepen client relationships, gather suitability information for new accounts, and support portfolio reviews with the Financial Advisor. The role emphasizes compliance with FINRA and state licenses, a strong client service mindset, and teamwork within a collaborative branch environment.

The position offers comprehensive training, benefits, and opportunities for professional growth as part of a respected Fortune 500 firm

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 at Edward Jones during the assigned study period.
• FINRA registrations are 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, costs/fees, asset allocation, changes to portfolio construction, 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.
• Actively plan and work as a team to evaluate and execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory knowledge

Problem solving

Critical thinking

Team player

Attention to detail

Education

High school diploma

Bachelor's degree preferred

Job description

Edward Jones in the United States seeks a Registered Branch Associate to deepen client relationships, gather suitability information for new accounts, and support portfolio reviews with the Financial Advisor. The role emphasizes compliance with FINRA and state licenses, a strong client service mindset, and teamwork within a collaborative branch environment.

The position offers comprehensive training, benefits, and opportunities for professional growth as part of a respected Fortune 500 firm