Registered Branch Associate

3 weeks 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 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: 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

    4 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...

  • Registered Branch Associate

    2 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...

  • 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 Manager

    4 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 Manager

    3 weeks 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...

  • Sales Associate

    2 weeks ago

    Coconut Creek, Florida, United States Chico's FAS Full time

    Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautiful.POSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a...

  • Sales Associate

    2 weeks ago

    Coconut Creek, Florida, United States Chico's FAS, Inc. - Retail Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individualityPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...

  • Sales Associate

    2 weeks ago

    Coconut Creek, Florida, United States Chico's FAS, Inc. - Retail Full time

    Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautifulPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a...

  • Sales Associate

    3 days ago

    Coconut Creek, Florida, United States Chico's FAS, Inc. - Retail Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individualityPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...

  • Sales Associate

    2 days ago

    Coconut Creek, Florida, United States Chico's FAS, Inc. - Retail Full time

    Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautifulPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a...

  • Escrow Assistant

    1 week ago

    Coconut Creek, United States DHI Title Full time

    **Essential Duties and Responsibilities**- Ability to perform all tasks of the Escrow Receptionist- - Prepare and send opening letters and “thank you” acknowledgements to all parties- - Order title commitments and distribute to all parties- - Order and update payoff/assumption statements as requested- - Prepare receipts for all funds received from...

  • Sales Associate

    7 days ago

    Coconut Creek, United States Chico's Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individuality. POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...

  • Sales Associate

    2 weeks ago

    Coconut Creek, United States Chico's FAS Part time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individuality.POSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...

  • Registered Behavior Technician

    2 weeks ago

    Coconut Creek, United States Mindful Sprouts Full time

    Job DescriptionJob DescriptionAbout the JobAs a Registered Behavior Technician (RBT) you will have the opportunity to make a difference in the life of children with different exceptionalities and their families. You will be working from client’s homes, schools, and other community settings. You will be responsible for delivering direct instruction,...

  • Registered Behavior Technician

    6 days ago

    Coconut Creek, United States Mindful Sprouts Full time

    Job DescriptionJob DescriptionAbout the JobAs a Registered Behavior Technician (RBT) you will have the opportunity to make a difference in the life of children with different exceptionalities and their families. You will be working from client’s homes, schools, and other community settings. You will be responsible for delivering direct instruction,...

  • Registered Behavior Technician

    2 weeks ago

    Coconut Creek, United States Mindful Sprouts Full time

    About the JobAs a Registered Behavior Technician (RBT) you will have the opportunity to make a difference in the life of children with different exceptionalities and their families. You will be working from client's homes, schools, and other community settings. You will be responsible for delivering direct instruction, implementing behavior plans developed...

  • Registered Behavior Technician

    3 days ago

    Coconut Creek, United States Mindful Sprouts Full time

    Job DescriptionJob DescriptionAbout the JobAs a Registered Behavior Technician (RBT) you will have the opportunity to make a difference in the life of children with different exceptionalities and their families. You will be working from client’s homes, schools, and other community settings. You will be responsible for delivering direct instruction,...

  • Registered Behavior Technician

    2 days ago

    Coconut Creek, United States Mindful Sprouts Full time

    About the JobAs a Registered Behavior Technician (RBT) you will have the opportunity to make a difference in the life of children with different exceptionalities and their families. You will be working from client's homes, schools, and other community settings. You will be responsible for delivering direct instruction, implementing behavior plans developed...

  • Community President

    1 month 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...

  • Community President

    1 day 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...