Client-Focused Branch Associate

Edward Jones; Chandler (AZ); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

401(k) retirement plan

Paid holidays & vacation

Job summary

Edward Jones in Chandler, AZ seeks a Registered Branch Associate to deepen relationships with existing clients, gather suitability data to open accounts, and support the Financial Advisor in day-to-day activities.

You will operate within a collaborative, training-focused environment with FINRA/SEC requirements, ongoing professional development, and a comprehensive benefits package that includes a 401(k), health plans, and paid holidays.

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; 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 compliance

Problem solving

Time management

Attention to detail

Team player

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in Chandler, AZ seeks a Registered Branch Associate to deepen relationships with existing clients, gather suitability data to open accounts, and support the Financial Advisor in day-to-day activities.

You will operate within a collaborative, training-focused environment with FINRA/SEC requirements, ongoing professional development, and a comprehensive benefits package that includes a 401(k), health plans, and paid holidays.