Client-Focused Branch Associate – Financial Services

Edward Jones; Fargo (ND); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision coverage

401(k) retirement plan

Paid holidays and vacation

Profit sharing

Job summary

Edward Jones in Fargo, ND seeks a Registered Branch Associate to support Financial Advisors, deepen client relationships, and gather essential information for new accounts. You will help research portfolios and communicate recommendations to clients.

This role emphasizes accuracy, regulatory readiness, and client service in a collaborative team environment. You will execute client-initiated buy/sell orders, answer questions about stock recommendations, and participate in ongoing training to

Qualifications

• High School Diploma/Equivalent required; Bachelor's degree preferred.
• 3-5 years of relevant experience in securities/financial services preferred.
• Series 7 and Series 66 required; registrations may be obtained during study period.
• FINRA registrations required within three months; state licenses also required.

Responsibilities

• Deepening relationships with existing clients.
• Gather information and suitability data to open new accounts.
• Research portfolio performance, costs, asset allocation, changes to portfolio construction, and recommend changes.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones recommendations and withdrawals.
• Actively business plan and work as a team to implement branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory knowledge

Problem solving

Attention to detail

Team collaboration

Customer service mindset

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in Fargo, ND seeks a Registered Branch Associate to support Financial Advisors, deepen client relationships, and gather essential information for new accounts. You will help research portfolios and communicate recommendations to clients.

This role emphasizes accuracy, regulatory readiness, and client service in a collaborative team environment. You will execute client-initiated buy/sell orders, answer questions about stock recommendations, and participate in ongoing training to