Registered Branch Associate

1 month ago

Coconut Creek FL United States Edward Jones Full time
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 4799 Coconut Creek Parkway, Coconut Creek, FL 33063

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

As a salaried professional, you can also expect...
  • A competitive compensation package that includes bonus potential, 401K, and comprehensive health benefits
  • Paid time off, including vacation, sick, holidays and personal days
  • A culture of continuous improvement and professional development

For more information please visit: Edward Jones Benefits page

You'll be competitively compensated...
  • 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 is also an opportunity for merit-based salary increases as you progress in the BOA role.


Hiring Minimum: $24.43
Hiring Maximum: $31.73

Skills/Requirements

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

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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

#LI-BOA

  • Registered Branch Associate

    6 days ago

    Coconut Creek, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Full Time Branch Associate

    1 week ago

    Bryan, TX, United States Greater Texas Credit Union Full time

    Job Description What's in it for you as a Branch Associate: Opportunities to learn and develop highly desired skills on a career path. Work for a company that lives by our shared core values. Full Benefits Package, Sundays off, paid holidays, paid volunteer time, profit sharing, and 401k. All the coffee your heart desires. Halfway decent potlucks.The...

  • Branch Manager

    2 weeks ago

    Oak Creek, United States North Shore Bank Full time

    Branch Manager Tracking Code 5835 Job Description As The Bank of You, North Shore Bank is about helping families thrive, businesses grow and communities flourish. And its our employees that make the difference. With offices located throughout eastern Wisconsin, we offer a work culture that has been recognized as a Top Workplace nine times by the Milwaukee...

  • Branch Registered Nurse

    4 days ago

    Houston, TX, United States HarmonyCares Full time

    Overview HarmonyCares is one of the nation's largest home-based primary care practices. HarmonyCares is a family of companies all dedicated to providing high-quality, coordinated health care in the home. This includes HarmonyCares, HarmonyCares Medical Group, HarmonyCares Home Health and HarmonyCares Hospice. Our Mission - To bring personalized,...

  • Branch Manager

    2 days ago

    Oak Creek, United States QCHI Full time

    LendNation is currently seeking an energetic, positive, customer service driven individual to join our team as a Branch Manager. If you have management experience and collections experience in customer service, banking, collections or retail industries - we want to talk to you! This position will work at Store 0262 located at 120 E Drexel Ave Oak Creek, WI...

  • Branch Registered Nurse

    4 weeks ago

    Houston, TX, United States HarmonyCares Full time

    Branch Registered NurseOverview HarmonyCares is one of the nation's largest home-based primary care practices. HarmonyCares is a family of companies all dedicated to providing high-quality, coordinated health care in the home. This includes HarmonyCares, HarmonyCares Medical Group, HarmonyCares Home Health and HarmonyCares Hospice. Our Mission - To bring...

  • Community President

    4 weeks ago

    Oak Creek, United States WaterStone Bank Full time

    Job purpose for Community President: The Community President is responsible for branch sales activities and results. The Community President coordinates and manages retail employees, branch operations and activities. In addition, they maintain a leadership role within the bank, branch, and community. Duties and responsibilities for Community President:Works...

  • Branch Sales Associate

    4 days ago

    Bohemia, NY, United States Carrier Enterprise Full time

    We currently have an exciting opportunity for a Branch Sales Associate in our Medford, NY location.We will be moving from our Bohemia location to the new location in Medford, New York in April 2024.Position: Full time, day shift opportunity with great benefit optionsPayrate: $19-23 per hour DOEJob Responsibilities:Responsible for engaging with business...

  • Branch Operations Supervisor

    2 weeks ago

    Austin, TX, United States Greater Texas Credit Union Full time

    Job Description What's in it for you as a Branch Operations Supervisor:Training and ongoing coaching to learn and develop highly desired skills. A place where you can help members and teammates in meaningful ways. Full Benefits Package, Sundays off, 10 paid holidays, 401k, a job that looks great on a resume! All the coffee your heart desires. Halfway...

  • Branch Operations Supervisor

    20 hours ago

    Austin, TX, United States Greater Texas Credit Union Full time

    Job Description What's in it for you as a Branch Operations Supervisor:Training and ongoing coaching to learn and develop highly desired skills. A place where you can help members and teammates in meaningful ways. Full Benefits Package, Sundays off, 10 paid holidays, 401k, a job that looks great on a resume! All the coffee your heart desires. Halfway...

  • Delivery Driver

    4 days ago

    Kaukauna, WI, United States Sherwin-Williams Full time

    The Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position is also expected to provide customer service and operate tinting, mixing and color matching equipment, as needed. The individual selected for this Part Time role will be expected to work at our Automotive Branch...

  • Travel CT Tech

    2 days ago

    Coconut Creek, United States Bluepipes Remote Work Freelance Full time

    Medical Talent is seeking an experienced CT Tech for an exciting Travel Allied job in Coconut Creek, FL. Shift: 5x8 hr PMs Start Date: 05/27/2024 Duration: 13 weeks Pay: $2209 / Week About Medical Talent:Medical Talent is a distinguished company that prides itself on being Veteran-owned and Joint Commission certified. Since its establishment in 2017, the...

  • Branch Manager

    7 days ago

    Walnut Creek, United States Doma Holdings, Inc. Full time

    **Branch Manager** at Doma Walnut Creek, CA **Build the solution that transforms the real estate industry!** Doma and its family of brands - States Title, North American Title Company (NATC) and North American Title Insurance Company (NATIC) - offer solutions for lenders, real estate professionals, title agents, and homeowners that make closings vastly more...

  • Customer Service Representative

    1 day ago

    Oak Creek, United States Lendmark Financial Services, LLC Full time

    At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That’s one way we differ from our competitors. We are proud of what we as a team have...

  • Associate Financial Advisor

    4 days ago

    Emporia, KS, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    5 days ago

    Hixson, TN, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    5 days ago

    Kihei, HI, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    4 days ago

    Sterling, CO, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    7 days ago

    Northfield, MN, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    7 days ago

    Columbus, NE, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...