Financial Services Branch Associate – Client Focus

Edward Jones; Blair (NE); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid holidays

Vacation and sick leave

Job summary

Edward Jones is a Fortune 500 financial services firm seeking a Registered Branch Associate to support Financial Advisors, deepen client relationships, and manage account openings. The role emphasizes regulatory compliance, portfolio awareness, and teamwork within a client-focused environment.

As part of the branch team, you will engage with clients, gather suitability information, and execute advisor-initiated transactions while pursuing ongoing training and licensing requirements.

Qualifications

• High School Diploma or equivalent required.
• Bachelor's degree preferred.
• Series 7 and 66 required; can be obtained during study period.
• FINRA registrations required within three months; state 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, and make recommendations.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
• Actively business plan and work as a team to implement branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory requirements

Problem solving

Creativity

Team oriented

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is a Fortune 500 financial services firm seeking a Registered Branch Associate to support Financial Advisors, deepen client relationships, and manage account openings. The role emphasizes regulatory compliance, portfolio awareness, and teamwork within a client-focused environment.

As part of the branch team, you will engage with clients, gather suitability information, and execute advisor-initiated transactions while pursuing ongoing training and licensing requirements.