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Financial Services Representative

1 month ago

Dripping Springs, Texas, United States Edward Jones Full time
Unlock Your Potential as a Registered Branch Associate

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 our team, working closely with our financial advisors to deliver exceptional client experiences.

Key Responsibilities:
  • Deepen relationships with existing clients through personalized communication and tailored solutions
  • Collaborate with financial advisors to gather information, research portfolio performance, and make recommendations to clients
  • Execute buy/sell orders, confirm with clients, and answer general questions regarding Edward Jones stock recommendations and withdrawals
  • Actively contribute to branch strategies, business planning, and team development
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
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, including health savings accounts and flexible spending accounts
  • 15 days of vacation for new associates, as well as sick time, personal days, and a paid day for volunteerism
  • Opportunities for merit-based salary increases and bonuses

We're committed to creating a culture of continuous improvement and professional development, where you can grow personally and professionally. Join us in our mission to improve the lives of our clients, colleagues, and communities.