Client-Driven Branch Associate – Financial Services

Edward Jones; Fort Worth (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision coverage

401k retirement plan

Job summary

Edward Jones in the United States is seeking a Registered Branch Associate to deepen relationships with existing clients and gather information to open new accounts, supporting Financial Advisors in delivering personalized investment solutions.

You will research portfolio performance, asset allocation, and communicate recommendations to clients when agreed with the Financial Advisor, while executing buy/sell orders and answering client questions regarding stock recommendations and withdrawals.

Qualifications

• Regulatory requirements knowledge related to selling financial solutions.
• Strong problem solving, critical thinking, and sound judgement.
• A resilient, creative and progressive mindset.
• Motivated to achieve results as an individual and team.
• Attention to detail, organization, and time management.

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 knowledge

Problem solving

Resilient mindset

Motivated to achieve results

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in the United States is seeking a Registered Branch Associate to deepen relationships with existing clients and gather information to open new accounts, supporting Financial Advisors in delivering personalized investment solutions.

You will research portfolio performance, asset allocation, and communicate recommendations to clients when agreed with the Financial Advisor, while executing buy/sell orders and answering client questions regarding stock recommendations and withdrawals.