Client Relations Branch Associate - Finance

Edward Jones; Appleton (WI); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

401k retirement plan

Job summary

Edward Jones in the United States is seeking a Registered Branch Associate to deepen client relationships, gather suitability data, and support Financial Advisors across accounts and investments.

You will research performance, communicate recommendations, and execute solicitations while coordinating with the advisor. A strong emphasis on accuracy, compliance, and teamwork drives success.

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; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
• FINRA registrations are required within three months. State insurance licenses are also required.

Responsibilities

• Deepening relationships with existing clients
• Gather information and collect suitability information to open new accounts
• Research portfolio performance, cost/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

Regulatory requirements

Independent work

Resilient/adaptive mindset

Goal-oriented

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 deepen client relationships, gather suitability data, and support Financial Advisors across accounts and investments.

You will research performance, communicate recommendations, and execute solicitations while coordinating with the advisor. A strong emphasis on accuracy, compliance, and teamwork drives success.