Growth‑Oriented Branch Associate – Financial Services

Edward Jones; Waterloo (IL); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Paid holidays and vacation

Employee Assistance Program

Job summary

Edward Jones is seeking a Registered Branch Associate to join our client‑focused team. You will deepen relationships, gather information to open new accounts, and support the Financial Advisor to ensure a streamlined client experience.

Responsibilities include researching portfolio performance, costs, and asset allocation, making recommendations, executing buy/sell orders, answering client questions, and continually developing yourself within a collaborative branch environment.

Qualifications

• High School Diploma or equivalent; Bachelor's degree preferred.
• 3-5 years in securities/financial services preferred.
• Series 7 and 66 required; FINRA registrations within three months; state licenses required.

Responsibilities

• Deepen relationships with existing clients.
• Gather information and collect suitability info to open new accounts.
• Research portfolio performance, costs/fees, asset allocation and propose changes to the Financial Advisor.
• Execute buy/sell orders and confirm with clients.
• Answer general client questions on Edward Jones stock recommendations and withdrawals.
• Work as a team to implement branch strategies and continue professional growth.

Skills

Regulatory knowledge

Independent work

Problem solving

Resilient mindset

Team player

Attention to detail

Education

High school diploma

Bachelor's preferred

Tools

FINRA registrations

Job description

Edward Jones is seeking a Registered Branch Associate to join our client‑focused team. You will deepen relationships, gather information to open new accounts, and support the Financial Advisor to ensure a streamlined client experience.

Responsibilities include researching portfolio performance, costs, and asset allocation, making recommendations, executing buy/sell orders, answering client questions, and continually developing yourself within a collaborative branch environment.