Client-Focused Branch Associate: Financial Advisor Support

Edward Jones; Saint Paul (MN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Registered Branch Associate to deepen client relationships, gather suitability information for new accounts, review portfolio performance and fees, and execute buy/sell orders under the supervision of a Financial Advisor.

The role emphasizes teamwork, ongoing training, and development within a supportive, inclusive culture. FINRA registrations and state licenses are required within specified timelines.

Qualifications

• High School Diploma or 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

Client service

Problem solving

Attention to detail

Time management

Team collaboration

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Tools

FINRA registrations

Job description

Edward Jones is seeking a Registered Branch Associate to deepen client relationships, gather suitability information for new accounts, review portfolio performance and fees, and execute buy/sell orders under the supervision of a Financial Advisor.

The role emphasizes teamwork, ongoing training, and development within a supportive, inclusive culture. FINRA registrations and state licenses are required within specified timelines.