Branch Client Associate — Financial Services Support

Edward Jones; Abilene (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays

Vacation time

Job summary

Edward Jones is seeking a Registered Branch Associate to support client relationships and the Financial Advisor team. You will gather client information, help open new accounts, review portfolios, and execute orders to ensure accurate and timely service. Training and ongoing compliance are core to the role.

The position emphasizes a customer-centric approach within a collaborative, regulated environment, offering full-time employment and comprehensive benefits with opportunities for growth.

Qualifications

• Ability to learn and apply regulatory requirements related to selling financial solutions.
• Work independently with strong problem solving and judgement.
• Resilient, creative and progressive mindset with attention to detail.

Responsibilities

• Deepen relationships with existing clients.
• Gather information to open new accounts and collect suitability data.
• Research portfolio performance, costs/fees, and asset allocation; advise Financial Advisor as needed.
• Execute funded buy/sell orders and confirm with clients.

Skills

Learn regulatory rules

Independent work

Resilient mindset

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 support client relationships and the Financial Advisor team. You will gather client information, help open new accounts, review portfolios, and execute orders to ensure accurate and timely service. Training and ongoing compliance are core to the role.

The position emphasizes a customer-centric approach within a collaborative, regulated environment, offering full-time employment and comprehensive benefits with opportunities for growth.