Financial Services Branch Support Associate

Edward Jones; Marietta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a driven individual to support Financial Advisors by deepening client relationships, gathering account information, and assisting with investment guidance. You will help open accounts, answer client questions, and support branch strategies within a collaborative team environment.

The role emphasizes learning regulatory requirements, problem solving, and professional growth as part of a comprehensive benefits package and continuous training.

Qualifications

• Learn and apply legal and regulatory requirements related to selling financial solutions.
• Work independently with strong problem solving, critical thinking, and sound judgement.
• A resilient, creative and progressive mindset.
• Motivated to achieve results as an individual and team.
• Attention to detail, organization, and time management.

Responsibilities

• Deepening relationships with existing clients.
• Gather information and collect suitability information to open new accounts.
• Research portfolio performance, costs/fees and asset allocation; make recommendations to the Financial Advisor and communicate to clients as appropriate.
• 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 professionally and personally.

Skills

Regulatory requirements

Problem solving

Judgement

Motivation to achieve

Attention to detail

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a driven individual to support Financial Advisors by deepening client relationships, gathering account information, and assisting with investment guidance. You will help open accounts, answer client questions, and support branch strategies within a collaborative team environment.

The role emphasizes learning regulatory requirements, problem solving, and professional growth as part of a comprehensive benefits package and continuous training.