Client-First Branch Support Specialist

Edward Jones; West Des Moines (IA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

Disability insurance

Life insurance

401k plan

HSA

FSA

Paid holidays

Vacation

Job summary

Edward Jones is actively seeking a Registered Branch Associate to support financial advisors in daily client interactions and branch operations. The role emphasizes building client relationships, gathering information for new accounts, and delivering timely responses on portfolio questions.

The position requires FINRA registrations (Series 7/66) and state licenses, with training and development provided to advance within a supportive, client-focused organization.

Qualifications

• Learn and apply legal and regulatory requirements related to selling financial solutions.
• Strong problem solving, critical thinking and sound judgement.
• Motivated to achieve results individually and as a team.

Responsibilities

• Deepen relationships with existing clients.
• Open new accounts by gathering information and suitability data.
• Research portfolio performance, costs/fees, asset allocation, and adjust recommendations.
• Execute solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding stock recommendations and withdrawals.
• Collaborate to evaluate and execute branch strategies.
• Pursue ongoing personal and professional development.

Skills

Ability to learn and apply regulatory

Problem solving

Critical thinking

Sound judgement

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is actively seeking a Registered Branch Associate to support financial advisors in daily client interactions and branch operations. The role emphasizes building client relationships, gathering information for new accounts, and delivering timely responses on portfolio questions.

The position requires FINRA registrations (Series 7/66) and state licenses, with training and development provided to advance within a supportive, client-focused organization.