Client-Focused Financial Branch Associate – Training & Growth

Edward Jones; Bothell (WA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical plan

Dental

Vision

401k plan

Paid holidays

Vacation days

Job summary

Edward Jones in Bothell, WA seeks a Registered Branch Associate to support Financial Advisors and deepen client relationships. You will gather information, open new accounts, research portfolio details, and communicate recommendations to clients on behalf of the Financial Advisor.

You will execute solicited buy/sell orders, answer client questions about stock recommendations, and collaborate with the branch team to implement strategies while pursuing ongoing professional development and

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; registrations may be obtained during study period
• FINRA registrations required within three months; State insurance licenses also required

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

Ability to learn and apply regulatory

Independent problem solving

Resilient mindset

Team-oriented

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in Bothell, WA seeks a Registered Branch Associate to support Financial Advisors and deepen client relationships. You will gather information, open new accounts, research portfolio details, and communicate recommendations to clients on behalf of the Financial Advisor.

You will execute solicited buy/sell orders, answer client questions about stock recommendations, and collaborate with the branch team to implement strategies while pursuing ongoing professional development and