Financial Services Representative
6 days ago
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 team, you will work closely with our financial advisors to provide exceptional service to our clients and help them achieve their financial goals.
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 financial advisor-solicited 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
- 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
- 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
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
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