Financial Associate

3 days ago


McKinney, Texas, United States Edward Jones Full time

Company Overview

Edward Jones is a leading financial services firm that prioritizes its associates and clients. 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.

We value diversity, equity, and inclusion, striving to create an environment where everyone feels seen, heard, respected, and supported. Our purpose is to improve the lives of our clients and colleagues, as well as better our communities and society.

Salary

The estimated salary range for this role is $25.90 - $30.27 per hour, depending on experience. As a salaried professional, you can also expect a comprehensive benefits package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage.

Job Description

As a Registered Branch Associate, you will play a vital role in deepening relationships with existing clients, gathering information to open new accounts, researching portfolio performance, and making recommendations to Financial Advisors. You will work independently with strong problem-solving skills, critical thinking, and sound judgment.

You will be responsible for executing Financial Advisor solicited buy/sell orders, confirming with clients, and answering general client questions regarding Edward Jones Stock recommendations and withdrawals. Additionally, you will actively business plan and work as a team to continuously evaluate and execute branch strategies.

Required Skills and Qualifications

  • A high school diploma or equivalent is required; a bachelor's degree is preferred.
  • 3-5 years of relevant experience in the securities/financial services industry are preferred.
  • Series 7 and Series 66 registrations are required; if not currently registered, these 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.

Benefits

In addition to competitive compensation, you will enjoy a range of benefits, including:

  • Medical and prescription drug, dental, vision, and voluntary benefits.
  • Short- and long-term disability coverage.
  • Basic life and basic AD&D coverage.
  • A 401(k) retirement plan.
  • Tax-advantaged accounts, including health savings accounts and flexible spending accounts.
  • Paid holidays and vacation time.
  • Sick time and personal days.
  • A paid day for volunteerism.

Others

Educational training and development opportunities are available to support your growth and success. We strive to foster a culture of continuous improvement and professional development. If you're passionate about making a positive impact and have the skills and qualifications necessary for this role, we encourage you to apply.



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