Client Services & Branch Support Associate

Edward Jones; Sarasota (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Benefits package

401k retirement plan

Ten paid holidays

15 days vacation

Job summary

Edward Jones in the United States is seeking a Registered Branch Associate to support financial advisors and serve existing clients. You will deepen relationships, gather client data, and help open new accounts while adhering to regulatory requirements.

You will work with a collaborative team, participate in ongoing training, and advance through the firm’s development programs as you build your career in a respected, privately owned firm committed to client-focused service.

Qualifications

• High School Diploma or 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 during study period.
• FINRA registrations 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, cost/fees, asset allocation, and changes to portfolio construction; 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.
• Work as a team to continually evaluate and execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory knowledge

Problem solving

Attention to detail

Team collaboration

Client relationship skills

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in the United States is seeking a Registered Branch Associate to support financial advisors and serve existing clients. You will deepen relationships, gather client data, and help open new accounts while adhering to regulatory requirements.

You will work with a collaborative team, participate in ongoing training, and advance through the firm’s development programs as you build your career in a respected, privately owned firm committed to client-focused service.