Financial Services Professional

7 days ago


Grand Prairie, Texas, United States Edward Jones Full time
Role Overview
As a Registered Branch Associate at Edward Jones, you will play a vital role in deepening relationships with existing clients and gathering information to open new accounts. You will work closely with Financial Advisors to research portfolio performance, cost/fees, asset allocation, and make recommendations to clients.

Key Responsibilities
• Gather information and collect suitability information to open new accounts
• Research portfolio performance, cost/fees, asset allocation, and make recommendations to Financial Advisors and clients
• Execute Financial Advisor solicited buy/sell orders and confirm with clients
• Answer general client questions regarding Edward Jones Stock recommendations and withdrawals

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

Benefits
As a salaried professional, you can expect a competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. You will also have access to a 401k retirement plan, tax-advantaged accounts, and paid holidays, vacation time, and sick time.

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