Registered Branch Associate

Edward Jones; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Edward Jones is seeking Registered Branch Associates to support Financial Advisors and serve existing clients across the United States. The role focuses on building meaningful client relationships, gathering suitability information, and delivering a compliant, streamlined experience under regulatory guidance.

You will deepen client engagements, process account openings, and collaborate to execute branch strategies.

Qualifications

• High School Diploma/Equivalent required; Bachelor's degree preferred.
• 3-5 years of relevant experience in securities/financial services industry 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 are also required.

Responsibilities

• Deepening relationships with existing clients.
• Gather information and collect suitability information to open new accounts.
• Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation.
• 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 continuously evaluate and execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Regulatory knowledge

Problem solving

Critical thinking

Team mindset

Attention to detail

Education

High School Diploma

Bachelor's degree preferred

Job description

This job posting is anticipated to remain open for 30 days, from 17-Aug-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.

Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.

We'll give you training and the support you need, providing:

• Training which may include mentoring, job shadowing, coaching and branch office visits
• A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

Skills:

• Ability to 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

Key responsibilities:

• Deepening relationships with existing clients
• Gather information and collect suitability information to open new accounts
• Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
• 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 continuously evaluate and execute branch strategies
• Continually develop yourself to grow personally and professionally

Can you see yourself...

• Building meaningful connections and long-lasting relationships with clients
• Managing multiple projects in a dynamic and highly collaborative organization
• Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
• Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes

Requirements:

• High School Diploma/Equivalent required; Bachelor's degree preferred
• 3-5 years of relevant experience in securities/financial services industry preferred
• Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
• FINRA registrations are required within three months. State insurance licenses are also required

As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC

Complete required CE training to ensure license(s) are in good standing

At Edward Jones, we are building