Client-Focused Branch Associate: Growth & Training

Edward Jones; Garner (NC); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401k retirement plan

Health benefits

Job summary

Edward Jones is seeking a Registered Branch Associate to deepen client relationships, gather information for new accounts, and support portfolio discussions alongside Financial Advisors. You will help ensure accuracy, compliance, and timely client communications in a fast-paced branch setting.

The role emphasizes partnership, ongoing training, and a client-focused culture with opportunities for growth and professional development within the Edward Jones 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 knowledge

Independent work

Problem solving

Team-oriented

Detail oriented

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate to deepen client relationships, gather information for new accounts, and support portfolio discussions alongside Financial Advisors. You will help ensure accuracy, compliance, and timely client communications in a fast-paced branch setting.

The role emphasizes partnership, ongoing training, and a client-focused culture with opportunities for growth and professional development within the Edward Jones network.