Client-Focused Branch Associate: Training & Growth

Edward Jones; Fostoria (OH); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones seeks a Registered Branch Associate to support financial advisors, deepen client relationships, and handle information gathering and trade confirmations with accuracy and professional integrity.

You will work in a collaborative branch environment, complete required training, and comply with FINRA/SEC regulations while delivering strong client service and adherence to policy.

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.

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 requirements knowledge

Problem solving

Time management

Attention to detail

Team collaboration

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones seeks a Registered Branch Associate to support financial advisors, deepen client relationships, and handle information gathering and trade confirmations with accuracy and professional integrity.

You will work in a collaborative branch environment, complete required training, and comply with FINRA/SEC regulations while delivering strong client service and adherence to policy.