Client-Focused Financial Services Associate

Edward Jones; Victoria (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401k plan

Paid time off

Job summary

Edward Jones in the United States is seeking a Registered Branch Associate to support financial advisors, deepen client relationships, and streamline the client experience. You will gather information, open accounts, and help manage portfolios with guidance from the Financial Advisor.

The role emphasizes training, regulatory compliance, and team collaboration, with comprehensive benefits and a path for professional development.

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 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, costs/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

Independent worker

Resilient mindset

Results driven

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in the United States is seeking a Registered Branch Associate to support financial advisors, deepen client relationships, and streamline the client experience. You will gather information, open accounts, and help manage portfolios with guidance from the Financial Advisor.

The role emphasizes training, regulatory compliance, and team collaboration, with comprehensive benefits and a path for professional development.