Client-Focused Branch Associate — Growth & Impact

Edward Jones; Northern (KY); Hybrid; USD 45,000 - 70,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Ten paid holidays

15 days vacation

Bonuses and profit sharing

Employee Assistance Program

Job summary

Edward Jones in the United States seeks a Registered Branch Associate to deepen client relationships and support the advisor team. You will gather information for new accounts, review portfolio details, and help execute buy/sell orders while communicating with clients.

The role requires compliance with FINRA and state licenses; a high school diploma is required, with a bachelor's preferred and Series 7/66 registrations within months of hire. This is a full-time, on-site opportunity.

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred.
• Series 7 and Series 66 required; registrations may be obtained during study period.
• FINRA registrations required within three months; state insurance licenses required.

Responsibilities

• Deepening relationships with existing clients.
• Gather information and collect suitability information to open new accounts.
• Research portfolio performance, cost/fees, asset allocation, and make recommendations to the Financial Advisor.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding stock recommendations and withdrawals.
• Actively business plan and work as a team to evaluate and execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory knowledge

Problem solving

Time management

Attention to detail

Team collaboration

Independent work

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in the United States seeks a Registered Branch Associate to deepen client relationships and support the advisor team. You will gather information for new accounts, review portfolio details, and help execute buy/sell orders while communicating with clients.

The role requires compliance with FINRA and state licenses; a high school diploma is required, with a bachelor's preferred and Series 7/66 registrations within months of hire. This is a full-time, on-site opportunity.