Client-Focused Branch Associate — Growth & Training

Edward Jones; Senoia (GA); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Registered Branch Associate to support Financial Advisors by deepening client relationships, gathering suitability information, and servicing existing clients.

You will execute buy/sell orders, answer questions about stock recommendations, contribute to branch strategies, and pursue ongoing professional development with required FINRA registrations and state licenses.

Qualifications

• Must have high school diploma or equivalent; bachelor’s degree preferred.
• 3–5 years of experience in securities/financial services recommended.
• Series 7 and 66 required; registrations may be obtained during the study period.
• FINRA registrations required within three months; state insurance licenses required.

Responsibilities

• Deepen 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 the Financial Advisor and communicate to client 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 evaluate and execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory requirements

Problem solving

Judgement

Team orientation

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 by deepening client relationships, gathering suitability information, and servicing existing clients.

You will execute buy/sell orders, answer questions about stock recommendations, contribute to branch strategies, and pursue ongoing professional development with required FINRA registrations and state licenses.