Client-Driven Branch Associate – Financial Services

Edward Jones; Sun City West (AZ); In loco; USD 48.000 - 72.000; Tempo pieno

Vantaggi offerti da questo lavoro

401k retirement plan

Bonuses and profit sharing

Paid holidays

Vacation days

Descrizione del lavoro

Edward Jones is seeking a Registered Branch Associate in the United States to support financial advisors by deepening client relationships, gathering suitability data, and executing client orders. The role emphasizes compliance with FINRA and state licenses, teamwork, and ongoing professional development.

The position offers full-time employment with a comprehensive benefits package and training resources to help candidates obtain necessary registrations and advance within the firm.

Competenze

• High School Diploma/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 also required.

Mansioni

• Deepening relationships with existing clients.
• Gather information and collect suitability data to open new accounts.
• Research portfolio performance, costs/fees, asset allocation, and changes to investments; communicate recommendations to the Financial Advisor when aligned.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
• Assist in developing branch strategies and work as a team to drive performance.
• Continually develop yourself to grow personally and professionally.

Conoscenze

Client relationship skills

Problem solving

Attention to detail

Team collaboration

Formazione

High School Diploma/Equivalent

Bachelor's degree preferred

Descrizione del lavoro

Edward Jones is seeking a Registered Branch Associate in the United States to support financial advisors by deepening client relationships, gathering suitability data, and executing client orders. The role emphasizes compliance with FINRA and state licenses, teamwork, and ongoing professional development.

The position offers full-time employment with a comprehensive benefits package and training resources to help candidates obtain necessary registrations and advance within the firm.