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Registered Branch Associate

2 months ago

Sulphur, Louisiana, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and detail-oriented Registered Branch Associate to join our team at Edward Jones. As a key member of our client service team, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with existing clients, understanding their financial goals and objectives, and providing personalized investment solutions to meet their needs.
  • Account Management: Gather information and collect suitability information to open new accounts, research portfolio performance, and make recommendations to Financial Advisors and clients.
  • Business Planning: Actively participate in business planning and strategy development, working closely with the Financial Advisor team to identify opportunities and drive business growth.
  • Professional Development: Continuously develop yourself to grow personally and professionally, staying up-to-date on industry trends and regulatory requirements.
Requirements
  • Education: High School Diploma/Equivalent required; Bachelor's degree preferred.
  • Experience: 3-5 years of relevant experience in securities/financial services industry preferred.
  • Regulatory Requirements: 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
  • Competitive Compensation: You'll be competitively compensated with a salary range that reflects your skills and experience.
  • Opportunities for Growth: As a Registered Branch Associate, you'll have opportunities to develop your skills and advance your career within the company.
  • Supportive Team Environment: You'll be part of a collaborative and supportive team environment that encourages professional growth and development.