Registered Branch Associate

Company

Edward Jones is a Fortune 500 financial services firm serving over 9 million clients with more than 20,000 financial advisors across the U.S. and Canada. The firm values people and emphasizes a client‑first approach, fostering a culture of innovation, flexibility, and inclusion.

Role Summary

Registered Branch Associate working closely with a Financial Advisor to serve existing clients, build and maintain relationships, and support branch operations.

Key Responsibilities

• Deepen relationships with existing clients.
• Collect suitability information to open new accounts.
• Research portfolio performance, costs, fees, asset allocation, and provide recommendations to Financial Advisor and clients.
• Execute Financial Advisor‑solicited buy/sell orders and confirm with clients.
• Answer general client questions regarding Edward Jones stock recommendations and withdrawals.
• Plan business activities and collaborate with the team to evaluate and execute branch strategies.
• Continuously develop personal and professional skills.

Training & Support

• Comprehensive training that may include mentoring, job shadowing, coaching, and branch office visits.
• Support network extending beyond the branch, including headquarters assistance via phone, email, and firm intranet resources.

Requirements

• High School Diploma or equivalent required; Bachelor’s degree preferred.
• 3–5 years of relevant experience in securities/financial services industry preferred.
• Series 7 and Series 66 licenses required; if not currently registered, licenses may be obtained during study period.
• FINRA registrations required within three months; state insurance licenses also required.

Benefits & Compensation

Full‑time Associates receive medical, prescription drug, dental, vision, voluntary benefits, short‑ and long‑term disability, life insurance, AD&D, 401(k) retirement plan, health savings accounts, flexible spending accounts, ten paid holidays, 15 days of vacation (starting January 1), sick time, personal days, paid volunteer day, bonuses, profit sharing, and Employee Assistance Program. Compensation is competitive and may increase with performance.

Equal Employment Opportunity

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.