Relationship-Driven Branch Associate (Financial Services)

Edward Jones; Savannah (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision benefits

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones in the United States is seeking Registered Branch Associates to deepen client relationships and support Financial Advisors. You will gather client information, open accounts, review portfolios, and execute transactions as needed.

The role emphasizes regulatory compliance, teamwork, and continuous learning within a supportive, client-centric culture. Opportunities for advancement and comprehensive benefits are offered.

Qualifications

• High School Diploma or equivalent; Bachelor's degree preferred.
• 3–5 years of relevant experience in securities/financial services.
• Series 7 and Series 66 required; registrations may be obtained during study period

Responsibilities

• Deepening relationships with existing clients.
• Gather information and collect suitability information to open new accounts.
• Research portfolio performance, costs/fees, asset allocation, and changes to portfolio construction; communicate recommendations.
• Execute Financial Advisor-solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
• Actively plan business and collaborate to execute branch strategies.
• Continually develop yourself to grow personally and professionally.

Skills

Learn & apply regulatory requirements

Independent work

Resilient & creative mindset

Team-driven with results

Attention to detail & time management

Education

High School Diploma/Equivalent

Bachelor's degree preferred

Job description

Edward Jones in the United States is seeking Registered Branch Associates to deepen client relationships and support Financial Advisors. You will gather client information, open accounts, review portfolios, and execute transactions as needed.

The role emphasizes regulatory compliance, teamwork, and continuous learning within a supportive, client-centric culture. Opportunities for advancement and comprehensive benefits are offered.