Client Success Partner — Registered Branch Associate

Edward Jones; Round Rock (TX); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones, a Fortune 500 financial services firm, is seeking a Registered Branch Associate to deepen client relationships, collect suitability information, and support advisors in executing trades and communicating recommendations.

You will work in a collaborative branch team, handling client questions, planning branch strategies, and pursuing ongoing professional development within a supportive training environment.

Qualifications

• High School Diploma/Equivalent required; Bachelor's degree preferred.
• Series 7 and Series 66 required; registrations may be obtained during study period.
• FINRA registrations required within three months; state licenses required.

Responsibilities

• Deepen relationships with existing clients.
• Gather information and collect suitability information to open new accounts.
• Research portfolio performance, costs/fees, asset allocation, and portfolio changes; communicate recommendations to the client via Financial Advisor.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding stock recommendations and withdrawals.
• Contribute to branch strategies and collaborate with team to improve client service.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory knowledge

Problem solving

Resilience & creativity

Goal oriented

Attention to detail

Education

High School Diploma or equivalent

Bachelor’s degree preferred

Tools

FINRA registrations

Job description

Edward Jones, a Fortune 500 financial services firm, is seeking a Registered Branch Associate to deepen client relationships, collect suitability information, and support advisors in executing trades and communicating recommendations.

You will work in a collaborative branch team, handling client questions, planning branch strategies, and pursuing ongoing professional development within a supportive training environment.