Registered Branch Associate

1 month ago

Mount Vernon WA 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: 1616 N 18th Street, Suite 140, Mount Vernon, WA 98273

If you're looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor.

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.

We'll give you the support you need.

Our team will be there every step of the way, providing:
  • Training 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 compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits
  • Paid time off, including vacation, sick, holidays and personal days
  • A culture of continuous improvement and professional development


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: $28.34
Hiring Maximum: $33.13

Skills/Requirements

What characteristics would make you a successful Registered Branch Associate?
  • Commitment to building meaningful connections and long-lasting relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
  • Working independently with strong problem solving, critical thinking, and sound judgment to identify, analyze, and resolve multiple issues related to personalized investment solutions, involving the FA when appropriate
  • A resilient, creative and progressive mindset supporting a nimble learning environment to incorporate feedback, and adapt to changes
  • Entrepreneurial personality, driven to achieve results as an individual and team with attention to detail, organization and time management skills to manage multiple projects in a dynamic and highly collaborative organization

Key responsibilities with existing and newly created clients
Responsibilities performed at the direction of the FA or independently based on branch processes for all existing clients may include:
  • Gather information and collect suitability information to open new accounts
  • Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicating to client on behalf of Financial Advisor when in agreement with recommendation
  • Execute Financial Advisor solicited buy/sell orders and confirm with clients
  • Conduct proactive reviews and collect suitability information for select accounts
  • Answer general client questions regarding EDJ Stock recommendations and withdrawals

Job requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred

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

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