Registered Branch Associate

3 weeks ago

Rochester, 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 inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.

Job Overview

Position Schedule: Full-Time

Branch Address: 1600 Parkdale Rd Suite 100, Rochester, MI 48307

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: $28.34
Hiring Maximum: $33.13

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

    Rochester, 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

    Rochester, 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...

  • Branch Sales Associate

    7 days ago

    Rochester, New York, United States Grainger Businesses Full time

    Work Location Type: Onsite As a leading industrial distributor with operations primarily in North America, Japan and the United Kingdom, We Keep The World Working by serving more than 4.5 million customers worldwide with products delivered through innovative technology and deep customer relationships. With 2023 sales of $16.5 billion, we're dedicated to...

  • Branch Sales Associate

    7 days ago

    Rochester, United States Grainger Full time

    Job DescriptionJob DescriptionPosition Details:As a Branch Sales Associate you will provide solutions and easily connect with walk-in customers by using guidance, knowledge, and a winning attitude. You will maximize sales opportunities, create customer loyalty, and exceed customer expectations. Throughout the day, you will need to shift focus from assisting...

  • Producing Branch Manager

    1 week ago

    Rochester, United States Raymond James Financial Services Full time

    Oversee the day-to-day operations of a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business. Essential Duties and Responsibilities - Attracts, selects, orients, trains, and retains Financial Advisors (FA Branch Manager, Manager, Financial Planning, Banking

  • Branch Office Administrator

    7 days ago

    Rochester, 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...

  • Full Time Vault Teller

    7 days ago

    Rochester, United States DFCU Financial Full time

    Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. The Opportunity: Our Rochester branch is seeking a full time Vault Teller to join their team. In this role, the Vault Teller is responsible for the secure and efficient operation of the...

  • Branch Manager

    2 weeks ago

    Rochester, United States FleetPride Full time

    Position SummarySupervise and coordinate the activities of all staff at the branch. Maintain a safe workplace environment, ensure compliance with applicable laws and attract and retain qualified team members. It is the Branch Manager’s objective to meet or exceed the annual EBIT, sales budget and inventory goals while fulfilling the customers’...

  • Branch Manager

    2 months ago

    Rochester, United States FleetPride Full time

    Position SummarySupervise and coordinate the activities of all staff at the branch. Maintain a safe workplace environment, ensure compliance with applicable laws and attract and retain qualified team members. It is the Branch Manager’s objective to meet or exceed the annual EBIT, sales budget and inventory goals while fulfilling the customers’...

  • Producing Branch Manager

    6 days ago

    Rochester, United States Raymond James Financial Incorporated Full time

    Job Summary Oversee the day-to-day operations of a Raymond James & Associates (RJA) retail branch.May service clients in his/her own book of business. Essential Duties and Responsibilities •Attracts, selects, orients, trains, and retains Financial Advisors (FAs) and support staff. •Continually evaluates branch structure and strategic plan, including...

  • Member Service Specialist, Greece Branch

    6 days ago

    Rochester, United States The Summit Federal Credit Union Full time

    Job DescriptionJob DescriptionDATE: May 1st, 2024STATUS: Full-Time / Non-Exempt REPORTS TO: Branch ManagerLOCATION: Greece BranchHOURS: 37.5 hours per weekCOMPENSATION: The starting hourly wage for this position is expected to be between $18.37-$20.00 per hour. The actual hourly wage will be determined based on experience and other-job related factors,...

  • Branch Manager III

    6 days ago

    Rochester, United States ESL.com Full time

    ** Branch Manager III - Brighton Henrietta** **Job Category****:** ESL Careers **Requisition Number****:** BRANC001922 Showing 1 location **Job Details** **Description** ****Hours:**** 40 ****Schedule:**** Monday Saturday with a day off during the week. Branch hours are Monday & Thursday 9:00 a.m. 5:00 p.m., Tuesday & Wednesday 9:00 a.m. 4:00 p.m., Friday...

  • Branch Manager III

    3 weeks ago

    Rochester, United States ESL.com Full time

    ** Branch Manager III - Brighton Henrietta** **Job Category****:** ESL Careers **Requisition Number****:** BRANC001922 Showing 1 location **Job Details** **Description** ****Hours:**** 40 ****Schedule:**** Monday Saturday with a day off during the week. Branch hours are Monday & Thursday 9:00 a.m. 5:00 p.m., Tuesday & Wednesday 9:00 a.m. 4:00 p.m., Friday...

  • Sales Associate

    18 hours ago

    Rochester, United States Fastenal Company Full time

    Job Description Sales Associate 1680 Industrial Dr NW, Rochester, MN 55901 MNROC Public Store Full-time Shift(s): MON TUE WED THU FRI 7:00am - 5:00pm OVERVIEW: Kickstart your sales career as a Full-time Sales Associate, where every interaction becomes an opportunity to shape customer relationships and drive business success. From developing new...

  • Sales Associate

    4 hours ago

    Rochester, New York, United States Fastenal Company Full time

    Job DescriptionSales Associate1680 Industrial Dr NW, Rochester, MN 55901MNROC Public StoreFull-time Shift(s): MON TUE WED THU FRI 7:00am - 5:00pmOVERVIEW:Kickstart your sales career as a Full-time Sales Associate, where every interaction becomes an opportunity to shape customer relationships and drive business success. From developing new partnerships to...

  • Sales Associate

    3 hours ago

    Rochester, United States Fastenal Full time

    Sales Associate 1680 Industrial Dr NW, Rochester, MN 55901 MNROC Public Store Full-time Shift(s): MON TUE WED THU FRI 7:00am - 5:00pm OVERVIEW: Kickstart your sales career as a Full-time Sales Associate, where every interaction becomes an opportunity to shape customer relationships and drive business success. From developing new partnerships to growing...

  • Warehouse Associate

    2 months ago

    Rochester, United States VP Supply Corp Full time

    Job DescriptionJob DescriptionDescription:VP Supply Corp is one of the nation’s largest distributors of plumbing, HVAC, and electrical supplies. We have over 350 employees with 15 locations across Western New York and Pennsylvania. For over 50 years, we have proudly served residential customers as well as contractors and municipalities across a variety of...

  • Counter Sales Associate

    5 days ago

    Rochester, United States VP Supply Corp Full time

    Job DescriptionJob DescriptionDescription:VP Supply Corp is one of the nation’s largest distributors of plumbing, HVAC, and electrical supplies. We have over 350 employees with 15 locations across Western New York and Pennsylvania. For over 50 years, we have proudly served residential customers as well as contractors and municipalities across a variety of...

  • Warehouse Associate

    3 weeks ago

    Rochester, United States VP Supply Corp Full time

    Job DescriptionJob DescriptionDescription:VP Supply Corp is one of the nation’s largest distributors of plumbing, HVAC, and electrical supplies. We have over 350 employees with 15 locations across Western New York and Pennsylvania. For over 50 years, we have proudly served residential customers as well as contractors and municipalities across a variety of...

  • Seasonal Warehouse Associate

    6 days ago

    Rochester, United States MEIER SUPPLY CO INC Full time

    Job DescriptionJob DescriptionDescription:EXCELLENT WORK ENVIRONMENT AND COMPANY CULTURE!The culture at Meier Supply is built on our shared Core Values:PEOPLE We hire and develop the best talent!RESPECT Show ultimate regard for others!INTEGRITY Always do the right thing!DEDICATION To our customers success!EXCELLENCE Commitment to best in class in all we...