Financial Services Representative
2 weeks ago
At Edward Jones, we're committed to making a positive impact in the lives of our clients and colleagues. As a Registered Branch Associate, you'll play a vital role in delivering exceptional client experiences and helping our clients achieve their financial goals.
Key Responsibilities:
- Deepen relationships with existing clients and gather information to open new accounts
- Research portfolio performance and make recommendations to Financial Advisors and clients
- Execute buy/sell orders and confirm with clients
- Actively business plan and work as a team to evaluate and execute branch strategies
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
What We Offer:
- A competitive compensation package, including medical and prescription drug, dental, vision, and voluntary benefits
- A 401k retirement plan and tax-advantaged accounts
- Opportunities for merit-based salary increases and bonuses
- A supportive and inclusive work environment
Why Edward Jones?
We're a Fortune 500 company with a strong commitment to our clients and colleagues. Our purpose is to partner for positive impact and improve the lives of our clients, colleagues, and communities. We're proud to be a privately-owned company, placing the focus on our clients rather than shareholder returns.
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