Client-Focused Financial Services Associate

Edward Jones; Tacoma (WA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical & prescription benefits

Dental & vision coverage

401k retirement plan

Job summary

Edward Jones in the United States is seeking a Registered Branch Associate to deepen relationships with existing clients and assist in opening new accounts under the guidance of a Financial Advisor.

You will gather suitability information, review portfolio metrics, and execute advised buy/sell orders while addressing client questions and collaborating to execute branch strategies. Ongoing training and compliance are emphasized.

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred.
• 3-5 years of relevant experience in securities/financial services preferred.
• Series 7 and Series 66 required; registrations may be obtained during study period.
• FINRA registrations required within three months; state licenses also required.

Responsibilities

• Deepening relationships with existing clients.
• Gather information and collect suitability data to open new accounts.
• Research portfolio performance, costs, assets, and changes to recommendations.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding stock recommendations and withdrawals.
• Actively plan and work as a team to execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Ability to learn and apply regulatory

Independent work ethic

Resilient, creative and progressive

Motivated to achieve results solo and

Attention to detail and time mgmt

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in the United States is seeking a Registered Branch Associate to deepen relationships with existing clients and assist in opening new accounts under the guidance of a Financial Advisor.

You will gather suitability information, review portfolio metrics, and execute advised buy/sell orders while addressing client questions and collaborating to execute branch strategies. Ongoing training and compliance are emphasized.