Client-First Financial Branch Associate

Edward Jones; Washington; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Registered Branch Associate to deepen client relationships and support Financial Advisors across the branch network. You will gather suitability information, help open new accounts, and contribute to portfolio discussions with clients.

Join a team-focused environment with comprehensive training, ongoing regulator-directed CE, and a strong emphasis on professional development and client service.

Qualifications

• High School Diploma or equivalent; Bachelor's degree preferred.
• 3–5 years of relevant experience in securities/financial services preferred.
• Series 7 and Series 66 required; registrations may be obtained during the study period.
• FINRA registrations required within three months; state insurance licenses 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 investments.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
• Actively plan and work as a team to evaluate and execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory knowledge

Problem solving

Adaptability

Team collaboration

Attention to detail

Education

High School Diploma or equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate to deepen client relationships and support Financial Advisors across the branch network. You will gather suitability information, help open new accounts, and contribute to portfolio discussions with clients.

Join a team-focused environment with comprehensive training, ongoing regulator-directed CE, and a strong emphasis on professional development and client service.