Client-Focused Financial Services Branch Associate

Edward Jones; Chandler (AZ); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Edward Jones in Chandler, AZ is seeking a Registered Branch Associate to deepen client relationships, gather suitability information for new accounts, and support portfolio management under the guidance of a Financial Advisor. You will engage with clients, answer questions, and help execute investment recommendations.

The role emphasizes teamwork, ongoing training, and personal as well as professional growth within a culture that values clients and community involvement.

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 at Edward Jones during study period.
• FINRA registrations are required 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 the Financial Advisor and communicate to client when in agreement.
• 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 evaluate and execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory know-how

Independent work

Resilient mindset

Team oriented

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree

Job description

Edward Jones in Chandler, AZ is seeking a Registered Branch Associate to deepen client relationships, gather suitability information for new accounts, and support portfolio management under the guidance of a Financial Advisor. You will engage with clients, answer questions, and help execute investment recommendations.

The role emphasizes teamwork, ongoing training, and personal as well as professional growth within a culture that values clients and community involvement.