Client-Focused Financial Services Associate

Edward Jones; Orange City (IA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Registered Branch Associate in an environment focused on helping clients achieve their financial goals. The role emphasizes building trusted relationships, gathering information for new accounts, and supporting the Financial Advisor with portfolio research and client communication.

As a full-time member of the branch team, you will help execute orders, answer client questions, and participate in ongoing training to stay compliant with FINRA and regulatory requirements.

Qualifications

• Ability to learn and apply regulatory requirements related to selling financial solutions.
• Work independently with strong problem solving and judgment.
• Motivated to achieve results as an individual and as part of a team.

Responsibilities

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

Skills

Regulatory compliance

Client relationship

Team collaboration

Attention to detail

Time management

Education

High School Diploma / Equivalent

Bachelor’s degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate in an environment focused on helping clients achieve their financial goals. The role emphasizes building trusted relationships, gathering information for new accounts, and supporting the Financial Advisor with portfolio research and client communication.

As a full-time member of the branch team, you will help execute orders, answer client questions, and participate in ongoing training to stay compliant with FINRA and regulatory requirements.