Branch Support Specialist - Financial Services

Edward Jones; Ortonville (MI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation days

Volunteer day

Employee Assistance Program

Job summary

Edward Jones is seeking a Registered Branch Associate in the United States to deepen client relationships, gather suitability information, and support Financial Advisors. This salaried role offers comprehensive training, regulatory guidance, and a broad benefits package.

As part of a diverse, growth-focused team, you'll execute advisor-solicited trades, answer client questions, and contribute to branch strategies while pursuing ongoing professional development and certifications.

Qualifications

• Knowledge of legal and regulatory requirements for selling financial solutions.
• Willingness to learn through training and develop professionally.
• Strong problem-solving, judgment, and independent work ethic.

Responsibilities

• Deepening relationships with existing clients
• Gather information and collect suitability information 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 compliance

Problem solving

Attention to detail

Team player

Time management

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate in the United States to deepen client relationships, gather suitability information, and support Financial Advisors. This salaried role offers comprehensive training, regulatory guidance, and a broad benefits package.

As part of a diverse, growth-focused team, you'll execute advisor-solicited trades, answer client questions, and contribute to branch strategies while pursuing ongoing professional development and certifications.