Financial Services Branch Associate – Client Relations

Edward Jones; Tacoma (WA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401k retirement plan

Paid holidays

Job summary

Edward Jones in Tacoma, WA seeks a Registered Branch Associate to support financial advisors by deepening client relationships and opening new accounts. You will gather suitability data, review portfolios, and communicate investment recommendations to clients under guidance.

The role requires FINRA registrations (Series 7/66) or eligibility, a high school diploma at minimum, and a preference for a bachelor’s degree with 3–5 years in financial services. Comprehensive training is provided.

Qualifications

• High School Diploma/Equivalent required; Bachelor's degree preferred
• 3–5 years of relevant experience in securities/financial services
• Series 7 and Series 66 required; registrations may be obtained during study period
• FINRA registrations required within three months; state licenses may be required

Responsibilities

• Deepen relationships with existing clients
• Gather information and suitability data to open new accounts
• Research portfolio performance and asset allocation; communicate recommendations
• Execute solicited buy/sell orders and confirm with clients
• Answer general client questions on stock recommendations and withdrawals
• Collaborate to evaluate and execute branch strategies; ongoing personal development

Skills

Regulatory knowledge

Problem solving

Independent worker

Team oriented

Education

Bachelor's degree preferred

Job description

Edward Jones in Tacoma, WA seeks a Registered Branch Associate to support financial advisors by deepening client relationships and opening new accounts. You will gather suitability data, review portfolios, and communicate investment recommendations to clients under guidance.

The role requires FINRA registrations (Series 7/66) or eligibility, a high school diploma at minimum, and a preference for a bachelor’s degree with 3–5 years in financial services. Comprehensive training is provided.