Branch Support Associate: Client Relations & Investments

Edward Jones; Ballwin (MO); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking a Registered Branch Associate to support Financial Advisors, deepen relationships with existing clients, and gather information to open new accounts. You will help analyze portfolios, execute client orders, and respond to questions about stock recommendations and withdrawals.

The role emphasizes regulatory training, teamwork, and ongoing professional development, with licensing steps outlined and a strong focus on client service.

Qualifications

• High School Diploma or equivalent required; Bachelor's preferred.
• Series 7 and 66 required; registrations may be obtained during study.
• FINRA registrations required within three months; state licenses likewise.
• 3–5 years of securities/financial services experience preferred.

Responsibilities

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

Skills

Regulatory knowledge

Problem solving

Attention to detail

Team collaboration

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in the United States is seeking a Registered Branch Associate to support Financial Advisors, deepen relationships with existing clients, and gather information to open new accounts. You will help analyze portfolios, execute client orders, and respond to questions about stock recommendations and withdrawals.

The role emphasizes regulatory training, teamwork, and ongoing professional development, with licensing steps outlined and a strong focus on client service.