Client-Focused Branch Support Associate

Edward Jones; Oro Valley (AZ); On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking a Registered Branch Associate to deepen client relationships and support financial advisors in delivering personalized investment solutions.

You will complete ongoing FINRA/SEC training, pursue required registrations, and participate in a comprehensive benefits program as you grow with the branch team. Join a Fortune 500 firm focused on clients, training, teamwork, and community impact.

Qualifications

• High School Diploma/Equivalent required; Bachelor's degree preferred.
• 3-5 years of relevant experience in securities/financial services industry preferred.
• Series 7 and Series 66 required; if not currently registered, registrations may be obtained during the study period.
• FINRA registrations required within three months; State insurance licenses required.
• Complete ongoing CE training to ensure licenses are in good standing.

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

Problem solving

Resilient mindset

Results-driven

Attention to detail

Education

Bachelor's degree preferred

Job description

Edward Jones in the United States is seeking a Registered Branch Associate to deepen client relationships and support financial advisors in delivering personalized investment solutions.

You will complete ongoing FINRA/SEC training, pursue required registrations, and participate in a comprehensive benefits program as you grow with the branch team. Join a Fortune 500 firm focused on clients, training, teamwork, and community impact.