Registered Branch Associate

4 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 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

    7 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...

  • Client Associate/Registered Client Associate

    4 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

    1 month 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

    3 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...

  • General Sonography

    3 days ago

    Elm Grove, United States Trusted Health Full time

    Trusted is seeking an experienced allied health professional for this exciting travel assignment. Trusted has streamlined the travel experience by enabling clinicians to apply directly to jobs without the need for recruiters. This unique approach provides more transparency, eliminates pesky calls from recruiters, and puts more money in your pocket. Join the...

  • Medical Assistant

    2 days ago

    Elm Grove, United States Ascension Full time

    Details Department: Specialty CareSchedule: Full-timeHospital: Wauwatosa Ambulatory CenterLocation: Wauwatosa, WIBenefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance programs (EAP) Parental leave & adoption assistance Tuition...

  • Medical Assistant

    12 hours ago

    Elm Grove, United States Ascension Full time

    Details Sign-on bonus: 3,000Department: High Risk OncologySchedule: Days; Full Time (Monday- Friday)Hospital: Wauwatosa Surgery CenterLocation: Wauwatosa, WIThis position will require travel to the following locations: Columbia St Marys Milwaukee, St Joes Hospital Milwaukee, Mayfair Rd Outpatient clinic, Franklin Hospital and All Saints Hospital in Racine....

  • Ag Loan Associate

    1 month 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...

  • Floating Universal Teller/banker I Downers Grove

    4 weeks ago

    Downers Grove, United States BankFinancial Full time

    Shift: First Shift,Rotating,Mon,Tue,Wed,Thu,Fri,Sat Dual 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 Associate Keyholder>

    3 days ago

    Willow Grove, United States Express Full time

    Express - JobID: 37395 [Store Supervisor] As an Associate Keyholder at Express, you'll: Perform opening and closing procedures such as balancing registers, preparing deposits, and activating the security system; Perform overrides at checkout as needed; Positively resolve customer service-related issues as they arise and determine a resolution or escalate...

  • Lead Store Employee>

    4 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

    3 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...

  • Walgreens - Customer Service Associate

    3 days ago

    Maple Grove, United States Walgreens Full time

    As a Customer Service Associate, you are the face of Walgreens – the person who helps fulfill our mission of making people's lives a little easier. Along with providing friendly, courteous and efficient service to our customers, Customer Service Associate are also responsible for everything from cash register operations and customer service to...

  • Lead Service Associate

    22 hours ago

    Penns Grove, United States Rite Aid Full time

    Lead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today! As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction where needed and be an ongoing example of superior customer...

  • Pickleball Coordinator

    5 hours ago

    West Grove, United States YMCA of the Upper Main Line Full time

    We are a diverse community joined together by a shared commitment to nurture the potential of kids, promote healthy living and foster social responsibility. With more than 60,000 members across Chester County, our programs and facilities are always based on the unique needs and interests of the communities we serve. In addition, our volunteers, staff,...

  • Front Desk Associate

    7 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...

  • Retail Sales Associate

    16 hours ago

    Elk Grove, United States Amazing Lash Studio Full time

    Overview: Hiring immediately for a retail sales associate / customer service representative in the beauty industry. The Amazing Lash Studio® brand is the industry leader for eyelash extension and eyebrow services with a mission to create lasting beauty and confidence through passion, dedication and excellence so our guests will look and feel...

  • Sales and Production Associate

    3 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...

  • Dialysis Travel RN

    2 days ago

    Willow Grove, United States Quik Travel Staffing Full time

    Dialysis Travel Registered Nurse / RNThe Dialysis Travel Registered Nurse provides direct patient care for assigned patients and assists in care of other patients as needed.The Dialysis Travel Registered Nurse performs all technical aspects of dialysis procedures including:Assessing patient response to dialysis therapy.Making appropriate adjustments and...

  • Dialysis Travel RN

    3 days ago

    Willow Grove, United States Quik Travel Staffing Full time

    Dialysis Travel Registered Nurse / RNThe Dialysis Travel Registered Nurse provides direct patient care for assigned patients and assists in care of other patients as needed.The Dialysis Travel Registered Nurse performs all technical aspects of dialysis procedures including:Assessing patient response to dialysis therapy.Making appropriate adjustments and...