What are the responsibilities and job description for the Registered Branch Associate position at Edward Jones?

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

For the 21st time, Edward Jones is named one of the 2020 FORTUNE 100 Best Companies to Work For® by Great Place to Work® and FORTUNE magazine. Edward Jones took the No. 7 spot on the prestigious list, the 16th year the firm has ranked in the top 10.

From FORTUNE ©2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

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

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
As a result, we commit to offering a minimum of $20 per hour, and may be adjusted upward in higher cost areas of the country.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the RBA role.

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