Client-First Financial Services Associate

Edward Jones; Billings (MT); On-site; USD 55,000 - 98,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Registered Branch Associate to support client relationships and the advisor team in Billings. You will help open accounts, gather suitability data, and assist with portfolio reviews. You will also respond to client inquiries and facilitate transactions as directed by the Financial Advisor.

The role emphasizes teamwork, regulatory compliance, and ongoing professional development in a supportive, client-focused environment.

Qualifications

• Must understand and apply financial regulations and suitability requirements.
• Strong problem solving, independent work, and sound judgement.
• Demonstrated resilience, creativity, and willingness to learn and adapt.

Responsibilities

• Deepen relationships with existing clients.
• Gather information to open new accounts and assess suitability.
• Research portfolio performance, costs/fees, asset allocation, and provide recommendations with the Financial Advisor.
• Execute solicited buy/sell orders and confirm with clients.
• Answer general client questions onEdward Jones stock recommendations and withdrawals.
• Collaborate to implement branch strategies and continuously improve processes.
• Pursue ongoing professional development and training.

Skills

Regulatory learning

Problem solving

Judgement

Team orientation

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate to support client relationships and the advisor team in Billings. You will help open accounts, gather suitability data, and assist with portfolio reviews. You will also respond to client inquiries and facilitate transactions as directed by the Financial Advisor.

The role emphasizes teamwork, regulatory compliance, and ongoing professional development in a supportive, client-focused environment.