Client-Driven Financial Services Associate

Edward Jones; Plymouth (IN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401k retirement plan

Health insurance

Paid holidays

Vacation days

Mentoring program

Job summary

Edward Jones in the United States is seeking a Registered Branch Associate to deepen client relationships and support Financial Advisors in delivering personalized investment solutions.

The role emphasizes regulatory knowledge, client service, and teamwork, with comprehensive training and a path to professional registrations; it offers a structured career with growth opportunities within a privately-held firm.

Qualifications

• High School Diploma/Equivalent required; Bachelor's degree preferred.
• 3-5 years of relevant experience in securities/financial services industry preferred.
• Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
• FINRA registrations are required within three months. State insurance licenses are also required.
• As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC.
• Complete required CE training to ensure license(s) are in good standing.

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

Resilience

Goal oriented

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 client relationships and support Financial Advisors in delivering personalized investment solutions.

The role emphasizes regulatory knowledge, client service, and teamwork, with comprehensive training and a path to professional registrations; it offers a structured career with growth opportunities within a privately-held firm.