Client-Focused Branch Associate — Training, Growth & Benefits

Edward Jones; Manchester (CT); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Manchester, CT is seeking a Registered Branch Associate to support Financial Advisors by deepening client relationships, gathering suitability information, and opening new accounts. You will help monitor portfolio performance, discuss asset allocation, and execute solicited buy/sell orders for clients.

The role requires FINRA registrations within three months, 3–5 years in securities, and a high level of attention to detail in a client-centered environment.

Qualifications

• High School Diploma or equivalent; Bachelor's degree preferred.
• 3–5 years of experience in securities/financial services preferred.
• Series 7 and Series 66 required; FINRA registrations within 3 months.

Responsibilities

• Deepening relationships with existing clients.
• Gather information and collect suitability information to open new accounts.
• Research portfolio performance, costs/fees, asset allocation, and changes to portfolio construction.
• Make recommendations to the Financial Advisor and communicate to clients when in agreement.
• 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 collaborate to execute branch strategies.

Skills

Regulatory knowledge

Independent work

Problem solving

Attention to detail

Team collaboration

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in Manchester, CT is seeking a Registered Branch Associate to support Financial Advisors by deepening client relationships, gathering suitability information, and opening new accounts. You will help monitor portfolio performance, discuss asset allocation, and execute solicited buy/sell orders for clients.

The role requires FINRA registrations within three months, 3–5 years in securities, and a high level of attention to detail in a client-centered environment.