Registered Branch Associate jobs in United States
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Edward Jones · 3 days ago

Registered Branch Associate

Edward Jones is a Fortune 500 company focused on making a difference in the lives of clients and their associates. They are seeking a Registered Branch Associate to support financial advisors by deepening client relationships and providing a streamlined client experience.

AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management

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

Qualification

Series 7Series 66Financial services experienceLegalRegulatory knowledgeProblem solvingCritical thinkingAttention to detailTime managementTeam collaboration

Required

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
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

Preferred

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

Benefits

Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Tax-advantaged accounts: health savings account, and flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Bonuses and profit sharing
Employee Assistance Program

Company

Edward Jones

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Edward Jones provides personalized investment advisory, brokerage, and management services.

Funding

Current Stage
Late Stage
Total Funding
$445.94M
2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M

Leadership Team

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Dave Scheffer
Director of Operations
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Dr. Laura Lurati
Director of Data Science
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Company data provided by crunchbase