Investment Services Associate – Client Relations

Edward Jones; Fayetteville (TN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical & dental benefits

401k plan

Paid holidays & vacation

Volunteer time off

Job summary

Edward Jones is seeking a Registered Branch Associate to support Financial Advisors by deepening client relationships and handling account openings. You will gather client information, review portfolios, and communicate recommendations when aligned with the advisor. You’ll execute orders and answer client questions, contributing to a collaborative branch team.

The role emphasizes ongoing training, regulatory compliance, and a commitment to client service in a reputable financial services firm.

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• Ability to learn and apply legal and regulatory requirements related to selling financial solutions.
• Strong problem solving and time management skills.
• Attention to detail and organizational abilities are essential.
• Willingness to work with a team in a dynamic, client-focused environment.

Responsibilities

• Deepening relationships with existing clients.
• Gather information and collect suitability information to open new accounts.
• Research portfolio performance, costs, and asset allocation; make recommendations.
• Execute Financial Advisor solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding stock recommendations and withdrawals.

Skills

Regulatory knowledge

Independent worker

Problem solving

Attention to detail

Team collaboration

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones is seeking a Registered Branch Associate to support Financial Advisors by deepening client relationships and handling account openings. You will gather client information, review portfolios, and communicate recommendations when aligned with the advisor. You’ll execute orders and answer client questions, contributing to a collaborative branch team.

The role emphasizes ongoing training, regulatory compliance, and a commitment to client service in a reputable financial services firm.