Financial Services Professional

4 weeks ago


Anderson, South Carolina, United States Edward Jones Full time
Job 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, make recommendations, and execute buy/sell orders. Your strong problem-solving skills and attention to detail will be essential in managing multiple projects and identifying, analyzing, and resolving issues related to personalized investment solutions.

Key Responsibilities
  • Deepen relationships with existing clients
  • Gather information and collect suitability information to open new accounts
  • Research portfolio performance 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
Requirements

To be successful in this role, you will need a high school diploma or equivalent, with a bachelor's degree preferred. You will also need 3-5 years of relevant experience in the securities/financial services industry, with Series 7 and Series 66 registrations required. State insurance licenses are also necessary, and you will be required to complete ongoing training and CE training to ensure your licenses are in good standing.

About Us

At Edward Jones, we value our associates and strive to create a culture of continuous improvement and professional development. We offer a competitive compensation and benefits package, including medical and prescription drug, dental, vision, and voluntary benefits. Our associates are eligible for bonuses and profit sharing, and we provide a 401k retirement plan and tax-advantaged accounts. We also observe ten paid holidays and provide 15 days of vacation for new associates, as well as sick time, personal days, and a paid day for volunteerism.



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