Registered Branch Associate

2 weeks ago

Elm Grove, United States Edward Jones Full time
Job DescriptionWould 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: 13500 Watertown Plank Rd, Suite 204, Elm Grove, WI 53122

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: $25.90
Hiring Maximum: $30.27

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

    3 weeks ago

    Elm Grove, 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...

  • Registered Branch Associate

    5 days ago

    Elm Grove, 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...

  • Registered Branch Associate

    1 day ago

    Elm Grove, 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...

  • Registered Branch Associate

    2 days ago

    Elm Grove, 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...

  • Registered Branch Associate

    2 weeks ago

    Elm Grove, 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...

  • Client Associate/Registered Client Associate

    3 weeks ago

    Buffalo Grove, Illinois, United States Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Retail Sales Associate

    4 weeks ago

    Elm Grove, United States Elements Massage Full time

    Overview: If you’re looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! **Retail Sales Associates enjoy the following perks**: - Pay $15.00 per hour depending on experience - A complimentary monthly massage at the studio **Here's what we are looking...

  • Retail Sales Associate

    2 weeks ago

    Elm Grove, United States Elements Massage Full time

    Overview: If youre looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further! Retail Sales Associates enjoy the following perks: Pay $15.00 per hour depending on experience A complimentary monthly massage at the studio Here's what we are looking for: Ability...

  • Retail Sales Associate

    4 weeks ago

    Elm Grove, Wisconsin, United States Elements Massage Full time

    Overview:     If you’re looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further!    Retail Sales Associates enjoy the following perks: Pay $15.00 per hour depending on experience A complimentary monthly massage at the studio   Here's what we are...

  • Ag Loan Associate

    4 weeks ago

    Ida Grove, United States United Bank of Iowa Full time

    Job DescriptionJob DescriptionAs a member of the UBI team, the main focus of this position is to learn Ag Lending by assisting current Ag Loan Officers with loan servicing and maintenance. Assists with all aspects of the loan process, as well as loan review. Become trained and knowledgeable on all Teller duties and UBI products in order to assist with Teller...

  • Lead Store Employee>

    3 weeks ago

    Little Elm, United States Circle K Full time

    Circle K - 26595 FM 2931 [Retail Associate / Cashier] As a Store Associate at Circle K, you'll: Greet customers, run the register, and be the cashier; Make purchase suggestions, and sometimes work with the food program; Work around the store (inside and out) in many different areas; Help maintain the high standards for store appearance and provide fast and...

  • Floating Universal Teller/Banker I | Downers Grove

    2 weeks ago

    Downers Grove, United States BankFinancial Full time

    Job DescriptionJob DescriptionDual role position sharing time as both a personal banker and a teller. Possesses exceptional customer service skills and sales skills. Conducts various account transactions including opening new accounts and performing account maintenance. Accurately balances daily cash drawer and transitions clients into sales and...

  • Front Desk Associate

    1 week ago

    Grove City, United States Atrium Hospitality Full time

    Hotel: Columbus Airport Marriott Front Desk Associate Full time Atrium SPIRIT - where teamwork, passion and appreciation ignite service excellence At Atrium Hospitality, we want our associates to have positive experiences; and we strive to bring to life a culture that promotes six simple values that drive us to be better for our associates and our guests. We...

  • Front Desk Associate

    3 days ago

    Grove City, United States Atrium Hospitality Full time

    Hotel: Columbus Airport Marriott Front Desk Associate Full time Atrium SPIRIT - where teamwork, passion and appreciation ignite service excellence At Atrium Hospitality, we want our associates to have positive experiences; and we strive to bring to life a culture that promotes six simple values that drive us to be better for our associates and our guests. We...

  • Director of Hospice Operations

    3 weeks ago

    Elk Grove, United States Career Strategies Full time

    Employment Type: Direct Hire Category: Healthcare Job Number: KO-DirHospOps Pay Rate: $150,000 per year Job Description If you are an experienced Executive Director, Director of Operations, Administrator, Director of Nursing / DON, Director of Patient Care Services / DOPCS, or Director of Clinical Services / DOCS with Home Care experience, then you need to...

  • Sales and Production Associate

    2 weeks ago

    Grove City, United States Salvation Army - ARC Full time

    Job DescriptionJob DescriptionThe Salvation Army Adult Rehabilitation Center is seeking a Sales and Production Associate to perform a wide variety of duties in order to create and sustain a pleasant and hospitable work environment and maintain excellent customer relationships. Duties and responsibilities may include sorting, pricing, and stocking...

  • Associate Dean of Nursing

    2 weeks ago

    River Grove, United States Triton College, IL Full time

    The Associate Dean of Nursing provides overall leadership for day to day operation and all instructional activities associate with the Associate Degree Nursing, Practical Nursing, and Nursing Assistant Programs. Particular emphasis is place upon development, implementation, and evaluation of programs to ensure compliance with state regulatory and...

  • Part-Time Retail Sales Associate

    5 hours ago

    Cottage Grove, United States Kohl's Full time

    About the Role In this role, you will deliver excellent customer service in point of sale and customer services processes while focusing on consistent execution and operational efficiency. You will deliver speed of service transactions while creating a compelling customer experience. What Youll Do Engage customers by greeting them and offering assistance...

  • Avionics Maintenance Instructor

    7 days ago

    Buffalo Grove, United States Kay Full time

    AVIONICS MAINTENANCE INSTRUCTOR TASK DESCRIPTION: Under the direction of the OIC, Technical Training Schools, the Avionics Maintenance Instructor will provide Avionics Maintenance instruction to the KAF and Contractor personnel to include the following areas: * Basic electricity and electronics fundamentals * Basic Avionics * Avionics troubleshooting *...

  • Aviation Electrical Maintenance Instructor

    7 days ago

    Buffalo Grove, United States Kay Full time

    TASK DESCRIPTION: Under the direction of the OIC, Technical Training Schools, the Aviation Electrical Maintenance Instructor will provide Aviation Electrical Maintenance Management instruction to the KAF and Contractor personnel to include the following areas: * Basic electricity and electronics fundamentals * Basic Aviation Electrical Course * Aviation...