Client-Focused Branch Associate – Financial Services

Edward Jones; Almont (CO); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision coverage

401k retirement plan

Paid holidays and vacation

Employee assistance program

Job summary

Edward Jones is seeking a Registered Branch Associate to support Financial Advisors, deepen client relationships, and streamline branch operations in a fast-paced financial services environment.

You will complete FINRA registrations, participate in training, and grow professionally while delivering personalized investment solutions for clients and maintaining a high standard of service.

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

Job description

Edward Jones is seeking a Registered Branch Associate to support Financial Advisors, deepen client relationships, and streamline branch operations in a fast-paced financial services environment.

You will complete FINRA registrations, participate in training, and grow professionally while delivering personalized investment solutions for clients and maintaining a high standard of service.