Client-Focused Branch Associate, Financial Services

Edward Jones; London (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision coverage

401(k) retirement plan

Job summary

Edward Jones is seeking a Registered Branch Associate to support the Financial Advisor team and deliver a streamlined client experience. The role focuses on opening accounts, gathering suitability information, and processing buy/sell orders with clients, while collaborating closely with advisors to implement branch strategies.

The position requires securities industry experience, FINRA registrations, and state licenses, with training and ongoing professional development provided by the firm.

Qualifications

• Ability to learn and apply legal and regulatory requirements related to selling financial solutions.
• Work independently with strong problem solving, critical thinking, and sound judgement.
• A resilient, creative and progressive mindset.
• Motivated to achieve results as an individual and team.
• Attention to detail, organization, and time management.

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

Learn and apply regulations

Independent work

Adaptable mindset

Team collaboration

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate to support the Financial Advisor team and deliver a streamlined client experience. The role focuses on opening accounts, gathering suitability information, and processing buy/sell orders with clients, while collaborating closely with advisors to implement branch strategies.

The position requires securities industry experience, FINRA registrations, and state licenses, with training and ongoing professional development provided by the firm.