Client-Centric Financial Services Associate

Edward Jones; Fort Worth (TX); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation days

Profit sharing

Job summary

Edward Jones is seeking a Registered Branch Associate in the United States to deepen relationships with existing clients, gather suitability information for new accounts, and assist in portfolio reviews under the guidance of a Financial Advisor.

The role involves executing buy/sell orders, answering client questions, and contributing to branch planning while pursuing continuous professional development and regulatory compliance within FINRA and state licensing requirements.

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• Series 7 and 66 registrations required within three months; state licenses also required.
• FINRA registrations are required within three months; state insurance licenses are also 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; make recommendations to the Financial Advisor and communicate to client when in agreement.
• 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 evaluate and execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory knowledge

Independent work

Resilient mindset

Team oriented

Attention to detail

Education

High school diploma

Bachelor’s degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate in the United States to deepen relationships with existing clients, gather suitability information for new accounts, and assist in portfolio reviews under the guidance of a Financial Advisor.

The role involves executing buy/sell orders, answering client questions, and contributing to branch planning while pursuing continuous professional development and regulatory compliance within FINRA and state licensing requirements.