Registered Branch Associate

Edward Jones; Orange City (IA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Registered Branch Associate in an environment focused on helping clients achieve their financial goals. The role emphasizes building trusted relationships, gathering information for new accounts, and supporting the Financial Advisor with portfolio research and client communication.

As a full-time member of the branch team, you will help execute orders, answer client questions, and participate in ongoing training to stay compliant with FINRA and regulatory requirements.

Qualifications

• Ability to learn and apply regulatory requirements related to selling financial solutions.
• Work independently with strong problem solving and judgment.
• Motivated to achieve results as an individual and as part of a team.

Responsibilities

• Deepen relationships with existing clients.
• Gather information to open new accounts and collect suitability info.
• Research portfolio performance and report findings to the Financial Advisor.
• Execute buy/sell orders and confirm with clients.
• Answer general client questions about Edward Jones recommendations.
• Collaborate with the branch team to implement strategies.
• Pursue ongoing personal and professional development.

Skills

Regulatory compliance

Client relationship

Team collaboration

Attention to detail

Time management

Education

High School Diploma / Equivalent

Bachelor’s degree preferred

Job description

This job posting is anticipated to remain open for 30 days, from 14-Jul-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.

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. They support the branch process in order to provide a streamlined client experience, understand client motivations and goals, and accelerate trust within the branch team.

Training & Support

• 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 the Financial Advisor; communicate to client on behalf of the 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

Potential Growth

• 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 the 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.

Benefits

• A culture of continuous improvement and professional development
• Full‑time Associates receive the following benefits:
  • Medical, prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage. Short‑ and long‑term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
  • 401(k) retirement plan and tax‑advantaged accounts: health savings account and flexible spending account.
  • Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
  • Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm’s Employee Assistance Program. For more information on the benefits available to Edward Jones associates, please visit our benefits page.

Compensation

• Edward Jones believes in a human‑centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
• The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit‑based salary increases as you progress in the Registered Branch Associate role.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.