Financial Services Professional
2 months ago
We are seeking a highly skilled and motivated 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.
Key Responsibilities- Deepen relationships with existing clients to understand their financial goals and objectives.
- Gather information and collect suitability information to open new accounts and provide personalized investment solutions.
- Research portfolio performance, cost/fees, asset allocation, and make recommendations to financial advisors and communicate to clients on behalf of financial advisors when in agreement with recommendations.
- 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.
- Continually develop yourself to grow personally and professionally.
- 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.
Edward Jones is 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 proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
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