Client-Focused Branch Associate (Financial Services)

Edward Jones; Mount Juliet (TN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision benefits

401k retirement plan

Job summary

Edward Jones is seeking a Registered Branch Associate to support financial Advisors in building client relationships and opening new accounts. You will gather client information, review portfolios, and facilitate buy/sell orders while ensuring compliant solutions.

Training is provided, with opportunities to develop professionally in a collaborative, client-focused environment across the United States.

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.

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

Regulatory requirements

Independent problem solving

Resilient mindset

Team-oriented

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate to support financial Advisors in building client relationships and opening new accounts. You will gather client information, review portfolios, and facilitate buy/sell orders while ensuring compliant solutions.

Training is provided, with opportunities to develop professionally in a collaborative, client-focused environment across the United States.