Client-Focused Financial Services Associate — Branch Support

Edward Jones; Granger (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401k retirement plan

Health & prescription drug coverage

Paid holidays

Vacation time

Job summary

Edward Jones in the United States is recruiting for a Registered Branch Associate. You will deepen client relationships, collect suitability information, and help open new accounts under guidance of Financial Advisors.

The role involves evaluating portfolios, communicating recommendations, and processing client requests with accuracy. You will operate in a supportive, training-driven environment with formal regulatory requirements and a collaborative branch team.

Qualifications

• Learn and apply FINRA and regulatory requirements for selling financial solutions.
• Ability to work independently with sound judgement and problem solving.
• Demonstrate resilience, creativity, and a progressive mindset.
• Motivated to achieve results individually and as a team.
• Maintain attention to detail, organization, and time management.

Responsibilities

• Deepening relationships with existing clients and gathering information.
• Open new accounts by collecting suitability information.
• Research portfolio performance and make aligned recommendations.
• Execute solicited buy/sell orders and confirm with clients.
• Answer general client questions about Edward Jones stock recommendations.

Skills

Regulatory knowledge

Problem solving

Resilient mindset

Team oriented

Detail oriented

Education

Bachelor's degree preferred

Job description

Edward Jones in the United States is recruiting for a Registered Branch Associate. You will deepen client relationships, collect suitability information, and help open new accounts under guidance of Financial Advisors.

The role involves evaluating portfolios, communicating recommendations, and processing client requests with accuracy. You will operate in a supportive, training-driven environment with formal regulatory requirements and a collaborative branch team.