Job Opening: Registered Branch Associate - 93071BR
- Company
- EDWARD D JONES & CO
- Location
- ALTOONA, WI
- Posted on
- May 7, 2024
JOB REQUIREMENTS: Registered Branch Associate - Altoona, WI - 93071BR
DESCRIPTION/RESPONSIBILITIES: 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. Registered Branch Associates create capacity for the
Financial Advisor by partnering together to serve existing clients at
the direction of the Financial Advisor. Registered Branch Associates
support the branch process in order to provide a streamlined client
experience, understand client\' motivations and goals, and accelerate
trust within the branch team. We\'ll give you training and the support
you need, providing: * Training which 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 competitive compensation package that includes
bonus potential, 401K, and comprehensive health benefits * Paid time
off, including vacation, sick, holidays and personal days * A culture
of continuous improvement and professional development For more
information please visit: Edward Jones Benefits page Key
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 Can you see
yourself... * Building meaningful connections and long-lasting
relationships with clients * Managing multiple projects in a dynamic
and highly collaborative organization * Identifying, analyzing, and
resolving a wide variety of issues related to personalized investment
solutions, involving the financial advisor when appropriate * Desire to
be part of a continuous learning environment, incorporating feedback and
adapting to changes As an associate, you are required to complete all
ongoing training offered by the firm and regulatory authorities FINRA
and/or SEC Complete required CE training to ensure license(s) are in
good standing Equal Opportunity
Employer-minorities/females/veterans/individuals with
disabilities/sexual orientation/gender identity ***** OTHER
EXPERIENCE AND QUALIFICATIONS: Skills: * 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 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 *****
APPLICATION INSTRUCTIONS: Apply Online:
https://ars2.equest.com/?response_id=af98cc6759226e0559527b56c846771d
Other: Applicants ONLY to apply via URL link provided! Qualified
females, minorities, and sp cial disabled veterans and other veterans
are encouraged to apply.