Client-Focused Financial Services Associate

Edward Jones; Caledonia (MN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k retirement plan

Paid holidays

Vacation days

Volunteer day

Job summary

Edward Jones is seeking a Registered Branch Associate to support client relationships and the branch team. You will gather information, open accounts, and assist with portfolio considerations under guidance from a Financial Advisor.

Role involves learning FINRA/SEC training, maintaining licenses, and contributing to a collaborative branch environment. Full-time benefits are provided including medical coverage and retirement plans.

Qualifications

• Learn and apply legal and regulatory requirements related to selling financial solutions.
• Work independently with strong problem solving and judgement.
• Demonstrate resilience, creativity and proactive mindset.
• Motivated to achieve results as an individual and as a team.
• Attention to detail, organization and time management.

Responsibilities

• Deepening relationships with existing clients.
• Gather information and suitability to open new accounts.
• Research portfolio performance, costs/fees, asset allocation, and changes to portfolio construction; communicate recommendations.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding stock recommendations and withdrawals.
• Actively contribute to branch strategies and team collaboration.

Skills

Regulatory knowledge

Independent work

Resilient mindset

Results-oriented

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate to support client relationships and the branch team. You will gather information, open accounts, and assist with portfolio considerations under guidance from a Financial Advisor.

Role involves learning FINRA/SEC training, maintaining licenses, and contributing to a collaborative branch environment. Full-time benefits are provided including medical coverage and retirement plans.