Client-Focused Branch Associate - Financial Services

Edward Jones; Manchester (CT); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental & vision coverage

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking a Registered Branch Associate to support Financial Advisors by deepening client relationships, gathering suitability information, and facilitating account openings.

You will execute client buy/sell orders, answer questions about stock recommendations, and contribute to branch strategies while pursuing ongoing training and professional development.

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred.
• 3-5 years of experience in securities/financial services preferred.
• Series 7 and Series 66 required; if not registered, registrations may be obtained during study period.
• FINRA registrations required within three months; state licenses required.

Responsibilities

• Deepen relationships with existing clients.
• Gather information and suitability data to open new accounts.
• Research portfolio performance, costs/fees, asset allocation, and changes; make recommendations to the Financial Advisor and communicate with clients when aligned.
• Execute Financial Advisor–solicited buy/sell orders and confirm with clients.
• Answer general client questions regardingEdward Jones stock recommendations and withdrawals.
• Contribute to branch strategies and work as a team to drive performance.
• Pursue ongoing training and regulatory compliance.

Skills

Regulatory knowledge

Problem solving

Attention to detail

Time management

Team collaboration

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in the United States is seeking a Registered Branch Associate to support Financial Advisors by deepening client relationships, gathering suitability information, and facilitating account openings.

You will execute client buy/sell orders, answer questions about stock recommendations, and contribute to branch strategies while pursuing ongoing training and professional development.