Registered Branch Associate

2 weeks ago

Fountain Valley, 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 OverviewPosition Schedule: Full-TimeBranch Address: 18837 Brookhurst St Suite 205, Fountain Valley, CA 92708Our 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 visitsA support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resourcesAs a salaried professional, you can also expect...A competitive compensation package that includes bonus potential, 401K, and comprehensive health benefitsPaid time off, including vacation, sick, holidays and personal daysA culture of continuous improvement and professional developmentFor more information please visit: Edward Jones Benefits pageYou'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: $28.34Hiring Maximum: $36.81Skills/RequirementsSkills:Ability to learn and apply legal and regulatory requirements related to selling financial solutionsWork independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and teamAttention to detail, organization, and time management Key responsibilities:Deepening relationships with existing clientsGather information and collect suitability information to open new accountsResearch 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 recommendationExecute Financial Advisor solicited buy/sell orders and confirm with clientsAnswer general client questions regarding Edward Jones Stock recommendations and withdrawalsActively business plan and work as a team to continuously evaluate and execute branch strategiesContinually develop yourself to grow personally and professionallyCan you see yourself...Building meaningful connections and long-lasting relationships with clientsManaging multiple projects in a dynamic and highly collaborative organizationIdentifying, 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 changesRequirements:High School Diploma/Equivalent required; Bachelor's degree preferred3-5 years of relevant experience in securities/financial services industry preferredSeries 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study periodFINRA registrations are required within three months. State insurance licenses are also requiredAs an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SECComplete required CE training to ensure license(s) are in good standingAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin 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, genetic information or any other basis prohibited by applicable law.#LI-BOA

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