Client Relationship & Branch Support Associate

Edward Jones; Elgin (IL); On-site; USD 52,000 - 74,000; Full time

Job summary

Edward Jones is seeking a Registered Branch Associate in the United States, Illinois region, to deepen client relationships and support Financial Advisors in delivering tailored investment solutions.

The role emphasizes regulatory compliance, ongoing training, and collaborative teamwork within a private, client-focused firm known for its client-first approach. This salaried position includes comprehensive benefits and opportunities for professional growth.

Qualifications

• High School Diploma/Equivalent required.
• Bachelor's degree preferred.
• Series 7 and Series 66 required; if not currently registered, registrations may be obtained during the study period at Edward Jones.
• FINRA registrations are required within three months; State insurance licenses 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, and make recommendations to the Financial Advisor.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
• Team to execute branch strategies and continuously evaluate performance.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory knowledge

Independent problem solving

Resilient mindset

Team orientation

Detail oriented

Education

High school diploma or equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate in the United States, Illinois region, to deepen client relationships and support Financial Advisors in delivering tailored investment solutions.

The role emphasizes regulatory compliance, ongoing training, and collaborative teamwork within a private, client-focused firm known for its client-first approach. This salaried position includes comprehensive benefits and opportunities for professional growth.