Registered Branch Associate
2 weeks ago
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: 348 Washington Street, Wellesley Hills, MA 02481
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 are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $30.80
Hiring Maximum: $36.00
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
4 days ago
Wellesley Hills, 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
7 days ago
Wellesley, United States Edward Jones Full timeWould 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
6 days ago
Wellesley Hills, 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...
-
Client Associate/Client Registered Associate
Found in: beBee jobs US - 2 weeks ago
Bloomfield Hills, Michigan, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
-
Indian Hills, United States Charles Schwab Full timePosition Type: RegularYour opportunity The Specialized Relationships Group (SRG) is part of the Investor Services Branch Network organization and is primarily responsible for serving clients across various client segments and through both dedicated and team-based relationship models. The Schwab Financial Solutions Branch, within SRG, is a high-scale...
-
Financial Consultant, Schwab Financial Solutions Branch
Found in: Careerbuilder One Red US C2 - 8 hours ago
Indian Hills, CO, United States Charles Schwab Full timePosition Type: RegularYour opportunityThe Specialized Relationships Group (SRG) is part of the Investor Services Branch Network organization and is primarily responsible for serving clients across various client segments and through both dedicated and team-based relationship models. The Schwab Financial Solutions Branch, within SRG, is a high-scale...
-
Registered Nurse 6 North Naples Neuro
Found in: Talent US C2 - 6 days ago
Wellesley, United States NCH Healthcare System Full timeDEPARTMENT: 26033 - 6th Floor North NaplesLOCATION: 11190 Health Park Blvd, Naples, FL, 34110WORK TYPE: Full TimeWORK SCHEDULE: 12 Hour Night$15,000 Sign on Bonus ABOUT NCHNCH is an independent, locally governed non-profit delivering premier comprehensive care. Our healthcare system is comprised of two hospitals, an alliance of 700+ physicians, and medical...
-
Retail Associate
Found in: Lensa US P 2 C2 - 2 weeks ago
Chino Hills, United States Goodwillsocal Full timeLocation: Retail Associate (PT) in Chino Hills, CA at Goodwill Southern California **Experience:** Not Specified ****Essential Duties & Responsibilities**** * Ability to read, speak and write Basic English. * Ability to operate cash register, personal computer and other technology necessary to complete the activities assigned. * Ability to share...
-
Emergency Room Registered Nurse
Found in: Lensa US P 2 C2 - 2 weeks ago
Mission Hills, United States Macpower Digital Assets Edge Full timeGraduation from an accredited nursing program. California Registered Nurse License upon hire. National Provider BLS-American Heart Association upon hire. California Fire and Life Safety Card-National Organization within 30 days of hire. National Provider ACLS-American Heart Association upon hire. National Provider PALS-American Heart Association upon hire....
-
Series 7 Broker
2 weeks ago
Beverly Hills, United States Highspeed Staffing Full timeJob DescriptionJob DescriptionPosition: Series 7 Broker / Sales AssociateLocation: Beverly Hills, CADuration: Full-timeSalary: DOEJob Description:Seeking experienced registered representatives or highly motivated individuals to work with seasoned professionals. This is a commission based sales position with a focus on financial services products. The firms...
-
Assistant Manager09357 Branch Ave 54
3 days ago
Temple Hills, United States CareerBuilder Full timeJob Description Perform all the duties of the Customer Services Representatives and Delivery Drivers Manage anywhere from 3 to 30 employees during your scheduled shift Responsible for all store operations. Greeting customers and taking orders with a smile (yes, you even have to smile when you answer the phone)! Operating the cash register and collecting...
-
Distribution Center Associate
7 days ago
Arden Hills, United States Masterson Staffing Solutions Full timeJob DescriptionJob DescriptionMust have previous experience in a Distribution Center/ Material Handler settingLocation: Arden Hills/Roseville1st Shift $17.50 5a-1p, 7a-3p or 8a-4pQualified individuals must be able to do the following:InventoryPull ReservationsUse Pallet JackScrap PartsUse Excel, Sharepoint, MES, SAP, Qtrack, Word, Outlook or be able to be a...
-
Customer Support Associate
7 days ago
Bloomfield Hills, United States At Home Stores LLC Full timeJob Description From $14.00/hour The Customer Support Associate provides customers with a positive shopping experience by processing transactions at the register with speed and efficiency. This role is subject to completing other tasks as assigned by store management. Key Roles and Responsibilities Provides customers with a positive shopping experience....
-
Series 7 Broker
Found in: Resume Library US A2 - 7 days ago
Beverly Hills, California, United States Highspeed Staffing Full timePosition: Series 7 Broker / Sales Associate Location: Beverly Hills, CA Duration: Full-time Salary: DOE Job Description: Seeking experienced registered representatives or highly motivated individuals to work with seasoned professionals. This is a commission based sales position with a focus on financial services products. The firms emphasis is, but not...
-
Registered Nurse Consultant, Ventura County
Found in: beBee S US - 1 week ago
North Hills, United States Redwood Family Care Network Part timeChanging Lives Shaping The FutureRegistered Nurse(RN) Consultant -Ventura County Job Title: Registered Nurse(RN) Consultant Hourly Rate: $50.00-65.00/hr.Shifts Needed: Part-Time Work Locations: Ventura County COME JOIN OUR TEAM! Do you have a passion for providing quality support to individuals with special needs? Do you thrive on helping others...
-
Registered Nurse Supervisor Outpatient Oncology
2 weeks ago
Mission Hills, United States The Oncology Institute of Hope and Innovation Full timeJob DescriptionJob DescriptionFounded in 2007, The Oncology Institute of Hope and Innovation (TOI) is advancing oncology by delivering highly specialized, value-based cancer care in the community setting. TOI is dedicated to offering cutting edge, evidence-based cancer care to a population of more than 1.7 million patients including clinical trials, stem...
-
Registered Nurse Consultant, Ventura County
Found in: beBee jobs US - 2 weeks ago
Beverly Hills, California, United States Redwood Family Care Network Full timeChanging Lives Shaping The FutureRegistered Nurse(RN) Consultant -Ventura County Job Title: Registered Nurse(RN) Consultant Hourly Rate: $ /hr.Shifts Needed: Part-Time Work Locations: Ventura County COME JOIN OUR TEAM Do you have a passion for providing quality support to individuals with special needs? Do you thrive on helping others build/reach their goals...
-
Registered Nurse RN Competitive Benefits
Found in: beBee S US - 7 days ago
Forest Hills, United States DRIFT Services Full timeStarting Pay Rate: $47 - $55 / hour*New Graduates Welcome To Apply!*At DRIFT, we work with healthcare companies across the United States to help recruit for frontline staff positions. By applying with us, you'll work with one of our Recruitment Pros to help you land your next dream role. Please note: we recruit for direct hire positions and are not an...
-
Registered Nurse RN Competitive Benefits
Found in: beBee jobs US - 2 weeks ago
Forest Hills, New York, United States DRIFT Services Full timeStarting Pay Rate: $47 - $55 / hour*New Graduates Welcome To Apply*At DRIFT, we work with healthcare companies across the United States to help recruit for frontline staff positions. By applying with us, you'll work with one of our Recruitment Pros to help you land your next dream role. Please note: we recruit for direct hire positions and are not an...
-
Registered Nurse
7 days ago
Beverly Hills, United States CEDARS-SINAI Full time**Make a difference every single day** When the work you do every single day has a crucial impact on the lives of others, every effort, every detail, and every second matters. This shared culture of passion and dedication pulses through Cedars-Sinai, and it’s just one of the many reasons we’ve achieved our sixth consecutive Magnet designation for nursing...