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Financial Services Representative

1 month ago

Palestine, Texas, United States Edward Jones Full time
Opportunity Overview

At Edward Jones, we're committed to creating a culture where our associates feel valued, respected, and supported. As a Registered Branch Associate, you'll play a vital role in helping our clients achieve their financial goals and improving their lives.

Key Responsibilities
  • Deepen relationships with existing clients and gather information to open new accounts
  • Research portfolio performance, cost/fees, asset allocation, and make recommendations to Financial Advisors
  • Execute 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
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 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

We're proud to be a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're committed to creating a positive impact in our communities and society.

As an associate, you'll have the opportunity to develop your skills and grow professionally in a dynamic and inclusive organization. We're looking for motivated and results-driven individuals who share our values and are passionate about delivering exceptional client experiences.