Registered Branch Associate - Fargo, ND

Edward Jones Careers•Fargo, ND

1d•Onsite

About The Position

Our Registered Branch Associates are an essential part of the client team, valued for their unique experiences, insights, and professional backgrounds to achieve exceptional results and improve clients' lives. They create capacity for the Financial Advisor by partnering to serve existing clients under the Financial Advisor's direction. Registered Branch Associates support the branch process to provide a streamlined client experience, understand client motivations and goals, and accelerate trust within the branch team. Edward Jones provides training, which may include mentoring, job shadowing, coaching, and branch office visits, along with a support network extending beyond the branch office to headquarters assistance via phone, email, and firm intranet resources. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. It is privately-owned, focusing on clients rather than shareholder returns. The firm's purpose is to partner for positive impact to improve the lives of clients and colleagues, and together, better communities and society. Edward Jones is an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging, ensuring associates are seen, heard, respected, and supported.

Requirements

High School Diploma/Equivalent required
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
Complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management

Nice To Haves

Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred

Responsibilities

Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
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
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes