Branch Support Associate – Financial Services

Edward Jones; Pensacola (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones is a Fortune 500 financial services firm dedicated to putting people first. As a Registered Branch Associate, you will deepen client relationships, gather suitability information, and assist in portfolio discussions alongside Financial Advisors to deliver personalized investment solutions.

You will operate in a collaborative environment with ongoing training, licensing requirements, and opportunities for growth within a private, client-focused firm.

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred.
• 3-5 years of relevant experience in securities/financial services industry preferred.
• Series 7 and Series 66 required; registrations may be obtained with Edward Jones during the assigned study period.

Responsibilities

• Deepening relationships with existing clients.
• Gather information and collect suitability data to open new accounts.
• Research portfolio performance, cost/fees, 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

Independent work

Resilient mindset

Team player

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is a Fortune 500 financial services firm dedicated to putting people first. As a Registered Branch Associate, you will deepen client relationships, gather suitability information, and assist in portfolio discussions alongside Financial Advisors to deliver personalized investment solutions.

You will operate in a collaborative environment with ongoing training, licensing requirements, and opportunities for growth within a private, client-focused firm.