Registered Branch Associate

Edward Jones • Fair Play, SC

387d

About The Position

The Registered Branch Associate at Edward Jones plays a crucial role in supporting financial advisors and enhancing client relationships. This position involves working closely with clients to understand their financial goals and providing tailored solutions, all while fostering a collaborative team environment. The associate will receive comprehensive training and support to ensure they can effectively contribute to the branch's success and client satisfaction.

Requirements

• 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
• 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

Responsibilities

• Deepening relationships with existing clients
• Gathering information and collecting suitability information to open new accounts
• Researching portfolio performance, costs/fees, asset allocation, and making recommendations to the Financial Advisor
• Executing Financial Advisor solicited buy/sell orders and confirming with clients
• Answering general client questions regarding Edward Jones Stock recommendations and withdrawals
• Actively business planning and working as a team to continuously evaluate and execute branch strategies
• Continually developing oneself to grow personally and professionally

Benefits

• Medical and prescription drug coverage
• Dental and vision insurance
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability coverage at no cost
• Basic life and AD&D coverage at no cost
• 401k retirement plan
• Health savings account and flexible spending account
• Ten paid holidays
• Fifteen days of vacation for new associates
• Sick time and personal days
• Paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED
• Number of Employees: 10,001+ employees