Financial Services Branch Associate – Client Solutions

Edward Jones; Waseca (MN); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical & prescription drug

Dental & vision

401k retirement plan

Paid holidays & vacation

Volunteer days

Job summary

Edward Jones in the United States seeks a Registered Branch Associate to support Financial Advisors by deepening client relationships, gathering suitability information, and helping guide investment decisions. You will contribute to a client-centric service model and collaborate within a team to deliver personalized financial solutions.

The role includes comprehensive training, ongoing regulatory education, and access to a broad benefits program as part of a culture focused on belonging and

Qualifications

• High School Diploma or equivalent required; Bachelor's degree preferred.
• Series 7 and Series 66 required; if not currently registered, registrations may be obtained during the study period.
• FINRA registrations required within three months; state insurance licenses also required.
• Complete required CE training to ensure licenses are in good standing.
• As an associate, you must complete ongoing training offered by the firm and regulators (FINRA/SEC).

Responsibilities

• Deepen relationships with existing clients.
• Gather information and suitability data to open new accounts.
• Research portfolio performance, costs/fees, and asset allocation; make recommendations.
• Execute buy/sell orders and confirm with clients.
• Answer general client questions regarding stock recommendations and withdrawals.
• Collaborate with the team to implement branch strategies.
• Develop professionally and grow continuously.

Skills

Regulatory compliance

Problem solving

Judgement and independence

Team collaboration

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in the United States seeks a Registered Branch Associate to support Financial Advisors by deepening client relationships, gathering suitability information, and helping guide investment decisions. You will contribute to a client-centric service model and collaborate within a team to deliver personalized financial solutions.

The role includes comprehensive training, ongoing regulatory education, and access to a broad benefits program as part of a culture focused on belonging and