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Registered Branch Associate - Orange City, IA - 88391BR
Registered Branch Associate - Orange City, IA - 88391BR-March 2024
Orange City
Mar 31, 2026
About Registered Branch Associate - Orange City, IA - 88391BR

  If youre 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 visitsA support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resourcesAs a salaried professional, you can also expect

  A compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefitsPaid time off, including vacation, sick, holidays and personal daysA culture of continuous improvement and professional developmentWhat 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 solutionsWorking 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 appropriateA resilient, creative and progressive mindset supporting a nimble learning environment to incorporate feedback, and adapt to changesEntrepreneurial 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 organizationKey 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 accountsResearch 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 recommendationExecute Financial Advisor solicited buy/sell orders and confirm with clientsConduct proactive reviews and collect suitability information for select accountsAnswer general client questions regarding EDJ Stock recommendations and withdrawalsJob requirements

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

  Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period

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

  Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

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