Branch Client Associate – Financial Services

Edward Jones; Leawood (KS); On-site; USD 46,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drugs

Dental and vision

401k retirement plan

Paid holidays and vacation

Volunteer time and wellness programs

Job summary

Edward Jones is seeking a Registered Branch Associate to partner with Financial Advisors and serve current clients. You will gather client information, open accounts, and help tailor investment solutions while following FINRA and regulatory guidelines.

The role emphasizes collaboration, continuous learning, and contributing to a culture that places clients first. Training and support are provided to develop expertise within a private, client-focused firm.

Qualifications

• Familiar with financial services regulations.
• Ability to gather and assess client information for suitability and account openings.
• Strong problem solving, critical thinking, and judgement.

Responsibilities

• Deepen relationships with existing clients.
• Gather information to open new accounts and ensure suitability.
• Research portfolio performance, costs, and asset allocation; communicate recommendations to clients.
• Execute advisor-initiated buy/sell orders and respond to client questions about investments.
• Collaborate with advisor and team to implement branch strategies; pursue ongoing professional development.

Skills

Legal and regulatory requirements

Independent work

Problem solving

Team-oriented

Attention to detail

Education

High School Diploma/Equivalent

Bachelor’s degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate to partner with Financial Advisors and serve current clients. You will gather client information, open accounts, and help tailor investment solutions while following FINRA and regulatory guidelines.

The role emphasizes collaboration, continuous learning, and contributing to a culture that places clients first. Training and support are provided to develop expertise within a private, client-focused firm.