Client-Focused Financial Branch Associate — Growth & Training

Edward Jones

West Des Moines (IA)

On-site

USD 45,000 - 70,000

Full time

14 days+
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Benefits offered by this job

Training and mentoring
Branch office visits
Extensive benefits package

Job summary

Edward Jones in Des Moines area seeks a Registered Branch Associate to join the client team. You will partner with a Financial Advisor to deepen client relationships, open new accounts, gather suitability information, and communicate recommendations.

The role includes training and a broad support network, ongoing compliance training, and a pathway to professional growth within a Fortune 500 firm that emphasizes inclusion and community impact.

Qualifications

  • 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.
  • Motivated to achieve results as an individual and team.
  • Attention to detail, organization, and time management.

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.
  • Execute Financial Advisor solicited buy/sell orders and confirm with clients.

Skills

Regulatory knowledge
Problem solving
Resilient mindset
Team collaboration
Attention to detail

Education

High School Diploma/Equivalent
Bachelor's degree preferred

Job description

Edward Jones in Des Moines area seeks a Registered Branch Associate to join the client team. You will partner with a Financial Advisor to deepen client relationships, open new accounts, gather suitability information, and communicate recommendations.

The role includes training and a broad support network, ongoing compliance training, and a pathway to professional growth within a Fortune 500 firm that emphasizes inclusion and community impact.

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