Client-First Financial Services Associate

Edward Jones; Appleton (WI); On-site; USD 54,000 - 78,000; Full time

Benefits offered by this job

Medical insurance

Dental & vision insurance

401k plan

Paid holidays & vacation

Training & professional development

Job summary

Edward Jones, a Fortune 500 financial services firm, invites qualified candidates to join our branch team in Wisconsin. You will deepen client relationships, collect suitability information to open new accounts, and work with the Financial Advisor to implement investment recommendations.

Training and regulatory support are provided. The role emphasizes independent problem solving, attention to detail, and collaboration within a dynamic, client-centered environment.

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; registrations may be obtained during the study period at Edward Jones.
• FINRA registrations required within three months; state insurance licenses are 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, 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 compliance

Client service

Problem solving

Attention to detail

Team collaboration

Education

High School Diploma

Bachelor's degree preferred

Job description

Edward Jones, a Fortune 500 financial services firm, invites qualified candidates to join our branch team in Wisconsin. You will deepen client relationships, collect suitability information to open new accounts, and work with the Financial Advisor to implement investment recommendations.

Training and regulatory support are provided. The role emphasizes independent problem solving, attention to detail, and collaboration within a dynamic, client-centered environment.