Financial Services Associate
2 weeks ago
As a Registered Branch Associate at Edward Jones, you will play a vital role in supporting our financial advisors in delivering exceptional client experiences. This is a unique opportunity to make a meaningful impact in the lives of our clients and colleagues.
Key Responsibilities- Deepen relationships with existing clients and identify opportunities for growth.
- Collaborate with financial advisors to gather information and collect suitability information for new accounts.
- Research portfolio performance, cost/fees, asset allocation, and make recommendations to financial advisors and clients.
- Execute buy/sell orders and confirm with clients.
- Provide exceptional client service and support to financial advisors.
- 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 a Registered Branch Associate, you will have the opportunity to work in a dynamic and inclusive organization that values continuous learning and professional development. You will receive comprehensive training and support to help you succeed in your role.
Edward Jones offers a competitive compensation package, including medical and prescription drug, dental, vision, and voluntary benefits. You will also have access to a 401k retirement plan, health savings account, and flexible spending account.
We are committed to creating a workplace where everyone feels valued and supported. If you are passionate about delivering exceptional client experiences and making a positive impact in the lives of others, we encourage you to apply for this exciting opportunity.
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