Client-Focused Branch Associate – Financial Services

Edward Jones; Oxford (NC); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401k plan

Paid holidays

Job summary

Edward Jones is a Fortune 500 financial services firm seeking Registered Branch Associates to deepen client relationships and support Financial Advisors. You will gather suitability information, open accounts, and help implement investment strategies in collaboration with advisors.

You will participate in ongoing training, licensing requirements, and a culture focused on client service, teamwork, and professional growth within a supportive branch network.

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

Regulatory compliance

Problem solving

Resilience

Team oriented

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is a Fortune 500 financial services firm seeking Registered Branch Associates to deepen client relationships and support Financial Advisors. You will gather suitability information, open accounts, and help implement investment strategies in collaboration with advisors.

You will participate in ongoing training, licensing requirements, and a culture focused on client service, teamwork, and professional growth within a supportive branch network.