Client-Focused Branch Associate – Financial Services

Edward Jones

Danville (KY)

On-site

USD 45,000 - 65,000

Full time

5 days ago

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Benefits offered by this job

Medical & prescription drug

Dental & vision

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones in Danville, KY is seeking a Registered Branch Associate to support Financial Advisors by deepening client relationships and handling account openings with regulatory compliance. You will gather client information, review suitability, and help execute buy/sell orders while maintaining meticulous records.

As part of a collaborative, client-centered team, you will participate in ongoing training and licensing efforts, ensuring adherence to FINRA/SEC requirements and contributing to a

Qualifications

Must learn and apply FINRA/SEC regulations for selling financial solutions.
Demonstrates strong problem-solving and sound judgment.
Ability to work independently and as part of a team.
Attention to detail, organization, and time management.
Willingness to participate in ongoing training and licensing.

Responsibilities

Deepen relationships with existing clients.
Gather information to open new accounts and assess suitability.
Research portfolio performance and costs; advise Financial Advisor when aligned.
Execute advisor-initiated buy/sell orders and confirm with clients.
Answer client questions about stock recommendations and withdrawals.
Support branch strategies and collaborate with the team.

Skills

Regulatory knowledge

Problem solving

Creative mindset

Teamwork

Detail-oriented

Education

High School Diploma or GED

Bachelor's degree preferred

Job description

As part of a collaborative, client-centered team, you will participate in ongoing training and licensing efforts, ensuring adherence to FINRA/SEC requirements and contributing to a

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