Home
/
Comprehensive
/
Registered Branch Associate - Orange City, IA - 88391BR
Registered Branch Associate - Orange City, IA - 88391BR-April 2024
Orange City
Apr 1, 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

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Orthodontic Registered Dental Assistant
Department: Operations Reports to: Dental Practice Manager FLSA Status: Non-Exempt Specialty: Orthodontics Compensation: $32+/Depending on Experience   Company Overview ProSmile is the fastest growin
Maintenance Manager
Maintenance Manager San Diego,California,United States Corporate Functions Add a favorite To view your favorites, sign in with your Apple ID. Sign In Don’t have an Apple ID? Create one now Forgot you
Registered Nurse - Orthopedic Surgery
Methodist Hospital is looking to hire a Registered Nurse to join our Orthopedic Surgery team! Come join us as a Partner for Good and help us make an impact on the care and experience that our patient
Production Maintenance Mechanic (Union)
Production Maintenance Mechanic (Union)Bellevue, WA, USAReq #15457Thursday, January 4, 2024Who is Swire Coca-Cola? We are one of the largest bottlers of Coca-Cola and other beverage brands in America
Summer Pharmacy Intern
Job Description: Job Objectives Learn to provide the best patient experience through assisting the pharmacist and pharmacy team members in accordance with state and federal regulations. Responsible f
Home Therapy Registered Nurse - RN
PURPOSE AND SCOPE: The registered professional nurse Home Therapies RN CAP 1 is an entry level designation into the Clinical Advancement Program (CAP). This position is accountable and responsible fo
Quality Manager - 269715
Overview We are PepsiCo Supply Chain. We are the game changers, innovators, collaborators, history makers focused on sustainability and creating global brands. We are ground breakers of the Supply Ch
Telecom Site Acquistion Specialist (Wireless) - Remote
Your Impact: Challenging Today. Reinventing Tomorrow. We're invested in you and your success. Everything we do is more than just a project. It's our challenge as human beings, too. That's why we brin
Coder II- Inpatient Service Line - Full-time
Join the team at Avera! Award Winning Health Care: Avera has been named among the nation’s 15 Top Health Systems, Forbes list of America’s Best-in-State Employers and Level 10 Most Wired Health Care
Patient Care Technician - PCT Float
About this role: As a Patient Care Technician (PCT) at Fresenius Medical Care, you play a vital part in supporting people who entrust us with their care, their families, and your fellow care team mem
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved