Client-First Financial Services Associate

Edward Jones; Savannah (GA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid holidays

Job summary

Edward Jones in Savannah, GA, is seeking a Registered Branch Associate to support client service, gather suitability information, and open accounts under the guidance of a Financial Advisor.

You will research portfolios, discuss investment options, and execute client-initiated buy/sell orders while building trust and contributing to branch strategy. A licensed, proactive team player will thrive here.

Qualifications

• High school diploma or equivalent is required.
• Bachelor's degree preferred.
• Series 7 and 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

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 requirements

Problem solving

Judgement

Team oriented

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in Savannah, GA, is seeking a Registered Branch Associate to support client service, gather suitability information, and open accounts under the guidance of a Financial Advisor.

You will research portfolios, discuss investment options, and execute client-initiated buy/sell orders while building trust and contributing to branch strategy. A licensed, proactive team player will thrive here.