Client-Centric Branch Associate — Financial Services

Edward Jones; Garner (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid holidays

Vacation days

Bonus & profit sharing

Employee Assistance Program

Job summary

Edward Jones in Garner, NC is seeking a Registered Branch Associate to support financial advisors, deepen client relationships, and assist in opening new accounts. You will collect suitability information, review portfolios, and execute advisor-initiated trades.

This role offers training, regulatory compliance exposure, and a collaborative team environment within a Fortune 500–level firm focused on client service and professional development.

Qualifications

• High School diploma or equivalent is required; bachelor’s degree preferred.
• 3–5 years of relevant experience in securities/financial services is preferred.
• Series 7 and Series 66 are required; registrations may be obtained during the study period.

Responsibilities

• Deepening relationships with existing clients.
• Gather information and collect suitability information to open new accounts.
• Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction; make recommendations to the Financial Advisor and communicate to clients when appropriate.
• Execute Financial Advisor– solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
• Actively participate in business planning and work as a team to execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory knowledge

Independent work

Problem solving

Resilient mindset

Team player

Attention to detail

Education

High School Diploma/Equivalent

Bachelor’s degree preferred

Job description

Edward Jones in Garner, NC is seeking a Registered Branch Associate to support financial advisors, deepen client relationships, and assist in opening new accounts. You will collect suitability information, review portfolios, and execute advisor-initiated trades.

This role offers training, regulatory compliance exposure, and a collaborative team environment within a Fortune 500–level firm focused on client service and professional development.