Registered Branch Associate - Elko, NV

Edward Jones Careers•Elko, NV

3d•Onsite

About The Position

Registered Branch Associates are an essential part of the client team, valued for their unique experiences, insights, and professional backgrounds. They create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. 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 and support, including mentoring, job shadowing, coaching, and branch office visits, as well as a support network that extends beyond the branch office to headquarters assistance via phone, email, and firm intranet resources. Edward Jones is committed to equal opportunity employment.

Requirements

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
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
As an associate, you are required to 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

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