Registered Branch Associate - Eaton, CO at Edward D. Jones in Eaton, Colorado

Job Description:

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. 

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. 

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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

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 

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

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

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

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