Client-Focused Financial Branch Associate

Edward Jones; Beaumont (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid holidays

Paid vacation

Job summary

Edward Jones is seeking a Registered Branch Associate to help deepen client relationships, gather suitability information, and support Financial Advisors with investment decisions. You will participate in ongoing training and work within a collaborative branch team to deliver a high-quality client experience.

The role requires basic regulatory knowledge, a high school diploma or equivalent, and either a bachelor's degree or progress toward relevant credentials.

Qualifications

• High School Diploma or equivalent required;Bachelor’s degree preferred
• 3–5 years of securities/financial services experience preferred
• Series 7 and Series 66 registrations required; registrations may be obtained during study period
• FINRA registrations required within three months; state insurance licenses also required
• Complete CE training to keep licenses in good standing
• As an associate, you will complete ongoing training per firm and regulators

Responsibilities

• Deepen relationships with existing clients
• Gather information and collect suitability data to open new accounts
• Research portfolio performance, costs/fees, asset allocation, and changes to investments
• Assist Financial Advisor with solicited buy/sell orders and client confirmations
• Answer general client questions about Edward Jones recommendations and withdrawals
• Collaborate with branch team to implement branch strategies and plans
• Commit to continuous personal and professional development

Skills

Relationship building

Regulatory understanding

Problem solving

Time management

Team collaboration

Education

High School Diploma/Equivalent

Bachelor’s degree preferred

Tools

FINRA registrations

Series 7 & 66 planned

Job description

Edward Jones is seeking a Registered Branch Associate to help deepen client relationships, gather suitability information, and support Financial Advisors with investment decisions. You will participate in ongoing training and work within a collaborative branch team to deliver a high-quality client experience.

The role requires basic regulatory knowledge, a high school diploma or equivalent, and either a bachelor's degree or progress toward relevant credentials.