Financial Branch Associate: Client Relations & Support

Edward Jones; London (OH); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical Benefits

401(k) Plan

Paid Holidays

Vacation

Job summary

Edward Jones, a Fortune 500 financial services firm, seeks a Registered Branch Associate to support Financial Advisors in serving clients and expanding client relationships. This role emphasizes understanding regulatory requirements, providing accurate information, and collaborating with a team to deliver branch goals.

As part of a salaried, full-time team, you will participate in ongoing training, obtain required registrations, and support daily branch operations while helping clients with

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred
• Series 7 and Series 66 required; if not registered, registrations may be obtained during study period
• FINRA registrations 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/investments, and make recommendations to Financial Advisor
• Execute Financial Advisor solicited buy/sell orders and confirm with clients
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals
• Contribute to branch strategies and team efforts to improve client service
• Continually develop yourself to grow personally and professionally

Skills

Regulatory knowledge

Independent work

Problem solving

Critical thinking

Judgement

Resilience

Creativity

Team collaboration

Attention to detail

Organization

Time management

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones, a Fortune 500 financial services firm, seeks a Registered Branch Associate to support Financial Advisors in serving clients and expanding client relationships. This role emphasizes understanding regulatory requirements, providing accurate information, and collaborating with a team to deliver branch goals.

As part of a salaried, full-time team, you will participate in ongoing training, obtain required registrations, and support daily branch operations while helping clients with