Branch Client Associate - Growth & Solutions

Edward Jones; Pampa (TX); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays

Vacation time

Life insurance

Job summary

Edward Jones is seeking a Registered Branch Associate in the United States to deepen client relationships and open new accounts. You will analyze portfolios, discuss costs and allocations, and implement buy/sell decisions with the Financial Advisor, ensuring client understanding and satisfaction.

The role emphasizes compliance with FINRA and state licenses, ongoing training, and team collaboration. A supportive environment focuses on professional growth and delivering client-centric financial

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred.
• 3-5 years of relevant experience in securities/financial services preferred.
• Series 7 and Series 66 required; registrations may be obtained during study period.
• FINRA registrations within three months; state insurance licenses required.
• Complete ongoing training offered by the firm and regulatory authorities.
• CE training to ensure licenses are in good standing.

Responsibilities

• Deepen relationships with existing clients.
• Gather information and suitability data to open new accounts.
• Research portfolio performance, costs, and asset allocation; make recommendations via Financial Advisor.
• Execute buy/sell orders as solicited by Financial Advisor and confirm with clients.
• Answer general client questions regarding Edward Jones recommendations and withdrawals.
• Collaborate to execute branch strategies and continuously develop personally and professionally.
• Maintain ongoing learning and adapt to changes.

Skills

Regulatory knowledge

Problem solving

Critical thinking

Attention to detail

Education

High School Diploma

Bachelor's degree

Job description

Edward Jones is seeking a Registered Branch Associate in the United States to deepen client relationships and open new accounts. You will analyze portfolios, discuss costs and allocations, and implement buy/sell decisions with the Financial Advisor, ensuring client understanding and satisfaction.

The role emphasizes compliance with FINRA and state licenses, ongoing training, and team collaboration. A supportive environment focuses on professional growth and delivering client-centric financial