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Registered Branch Associate at Edward D. Jones in Manistee, Michigan

Posted in Finance 30+ days ago.

Type: Full-Time

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis, MO, Tempe, AZ and Mississauga Canada provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience.

Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

If you’re looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. 

Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. 

We'll give you the support you need.

Our team will be there every step of the way, providing:

  • Training may include mentoring, job shadowing, coaching and branch office visits

  • A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

As a salaried professional, you can also expect…

  • A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits

  • Paid time off, including vacation, sick, holidays and personal days

  • A culture of continuous improvement and professional development

What characteristics would make you a successful Registered Branch Associate?

  • Commitment to building meaningful connections and long-lasting relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions

  • Working independently with strong problem solving, critical thinking, and sound judgment to identify, analyze, and resolve multiple issues related to personalized investment solutions, involving the FA when appropriate

  • A resilient, creative and progressive mindset supporting a nimble learning environment to incorporate feedback, and adapt to changes

  • Entrepreneurial personality, driven to achieve results as an individual and team with attention to detail, organization and time management skills to manage multiple projects in a dynamic and highly collaborative organization

Key responsibilities with existing and newly created clients

Responsibilities performed at the direction of the FA or independently based on branch processes for all existing clients may include:

  • Gather information and collect suitability information to open new accounts

  • Research portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicating to client on behalf of Financial Advisor when in agreement with recommendation

  • Execute Financial Advisor solicited buy/sell orders and confirm with clients

  • Conduct proactive reviews and collect suitability information for select accounts

  • Answer general client questions regarding EDJ Stock recommendations and withdrawals

Job requirements

High School Diploma/Equivalent required; Bachelor's degree preferred

Series 7 and Series 66 required

At least 3-5 years of relevant experience in securities industry preferred

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