Client-Centric Branch Associate - Financial Services

Edward Jones; Oro Valley (AZ); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical & Prescription

Dental & Vision

401k retirement

Paid holidays

Profit sharing

Job summary

Edward Jones is seeking a motivated Registered Branch Associate in the United States. The role emphasizes client relationship management, gathering suitability information, and assisting Financial Advisors with portfolio tasks.

Training and a collaborative branch environment support growth and professional development. Associate responsibilities include executing client orders, answering questions about stock recommendations, and actively contributing to branch strategies while pursuing ongoing

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred.
• Series 7 and Series 66 required; if not currently registered, registrations may be obtained during the study period.
• FINRA registrations required within three months; state insurance licenses required

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; communicate recommendations to clients when aligned with Financial Advisor.
• 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 execute branch strategies.
• Continuously develop yourself to grow personally and professionally

Skills

Regulatory requirements

Independent problem solving

Resilient/creative mindset

Team-oriented

Attention to detail

Education

High School Diploma/Equivalent required

Bachelor's degree preferred

Job description

Edward Jones is seeking a motivated Registered Branch Associate in the United States. The role emphasizes client relationship management, gathering suitability information, and assisting Financial Advisors with portfolio tasks.

Training and a collaborative branch environment support growth and professional development. Associate responsibilities include executing client orders, answering questions about stock recommendations, and actively contributing to branch strategies while pursuing ongoing