Client Relationship Associate – Financial Services

Edward Jones; Angel Run (FL); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical & prescription

Dental & vision

401k plan

Paid holidays

Vacation & sick time

Job summary

Edward Jones in the United States is seeking a Registered Branch Associate to deepen relationships with clients and support the Financial Advisor. You will gather suitability information, review portfolios, and communicate investment recommendations to clients and the advisor.

As part of the branch team, you will execute buy/sell orders, answer client questions, and participate in branch planning. The role emphasizes ongoing training, regulatory compliance, and a culture of development.

Qualifications

• High School Diploma or equivalent required.
• Bachelor's degree preferred.
• 3-5 years of securities/financial services experience preferred.
• FINRA registrations (Series 7 & 66) required within three months.
• State licenses required.

Responsibilities

• Deepen relationships with existing clients.
• Gather information and suitability data to open new accounts.
• Research portfolio performance, costs/fees, asset allocation, and changes to investments; communicate recommendations to the Financial Advisor and clients.
• Execute advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
• Assist in planning and execute branch strategies with the team; support continuous development.
• Grow personally and professionally through ongoing training and feedback.

Skills

Regulatory compliance

Client relationships

Problem solving

Attention to detail

Team collaboration

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 clients and support the Financial Advisor. You will gather suitability information, review portfolios, and communicate investment recommendations to clients and the advisor.

As part of the branch team, you will execute buy/sell orders, answer client questions, and participate in branch planning. The role emphasizes ongoing training, regulatory compliance, and a culture of development.