Client-Focused Branch Associate | Growth & Training

Edward Jones; Caledonia (MN); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Edward Jones in Minnesota is seeking a Registered Branch Associate to join our team. You will deepen client relationships, gather information to open new accounts, and support financial advisors with portfolio analysis and client communications.

A strong regulatory foundation, attention to detail, and collaborative mindset are essential for success in our client-centered, merit-driven culture. We provide training, ongoing development, and opportunities to grow within a privately owned, Fortune

Qualifications

• High School diploma or equivalent required; bachelor's preferred.
• 3-5 years of relevant experience in securities/financial services preferred.
• Series 7 and Series 66 required; registrations may be obtained during the study period.

Responsabilités

• Deepening relationships with existing clients.
• Gather information and suitability to open new accounts.
• Research portfolio performance, costs, asset allocation, and provide recommendations.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding stock recommendations and withdrawals.
• Actively collaborate to evaluate and execute branch strategies.
• Pursue ongoing personal and professional development.

Connaissances

Regulatory knowledge

Independent work

Resilient mindset

Motivated to perform

Attention to detail

Formation

High School Diploma

Bachelor's degree

Description du poste

Edward Jones in Minnesota is seeking a Registered Branch Associate to join our team. You will deepen client relationships, gather information to open new accounts, and support financial advisors with portfolio analysis and client communications.

A strong regulatory foundation, attention to detail, and collaborative mindset are essential for success in our client-centered, merit-driven culture. We provide training, ongoing development, and opportunities to grow within a privately owned, Fortune