Client-Focused Financial Services Associate

Edward Jones; Oakdale (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid holidays

Vacation time

Job summary

Edward Jones in the United States is seeking a Registered Branch Associate to help deepen client relationships and support financial advisors. You will gather information to open new accounts, analyze portfolio costs and asset allocation, and execute client-initiated trades with accuracy and care.

You will work within a team, participate in ongoing training to meet FINRA and SEC requirements, and pursue professional development while delivering a high level of service to clients.

Qualifications

• High School Diploma or equivalent; bachelor's degree preferred.
• 3–5 years in securities or financial services preferred.
• Series 7 and Series 66 required; can be obtained during study period.
• FINRA registrations required within three months; state licenses also required.

Responsibilities

• Deepen relationships with existing clients.
• Gather information to open new accounts and collect suitability data.
• Analyze portfolio performance and fees to advise the Financial Advisor.
• Execute buy/sell orders and confirm with clients.
• Answer general client questions on Edward Jones recommendations and withdrawals.
• Collaborate with branch team to implement branch strategies.
• Pursue ongoing personal and professional development.

Skills

Regulatory knowledge

Problem solving

Detail oriented

Team collaboration

Customer service

Education

High School Diploma

Bachelor's degree preferred

Job description

Edward Jones in the United States is seeking a Registered Branch Associate to help deepen client relationships and support financial advisors. You will gather information to open new accounts, analyze portfolio costs and asset allocation, and execute client-initiated trades with accuracy and care.

You will work within a team, participate in ongoing training to meet FINRA and SEC requirements, and pursue professional development while delivering a high level of service to clients.