Edward Jones
Are you a client advocate? A skilled communicator? A problem solver? If that sounds like you, we want you on our team!
At Edward Jones, we believe in making a positive difference in the lives of our clients and our team members. Our Licensed Branch Associates play a crucial role in supporting our financial advisors and enriching our clients' experiences.
In this full-time position at our branch located at 11132 Commerce Lane North, Suite 0, Champlin, MN, you will thrive in a collaborative environment where continuous learning and a people-focused mindset are valued.
Key Responsibilities:
Develop and deepen relationships with existing clients.
Gather and analyze suitability information to assist in opening new accounts.
Research and evaluate portfolio performance and make strategic recommendations to the financial advisor.
Process buy/sell orders as directed by the financial advisor and confirm with clients.
Answer client inquiries regarding stock recommendations and account withdrawals.
Contribute to team business plans and strategies for improving client experiences.
Engage in continuous personal and professional development.
In Return, You'll Receive:
Comprehensive training including mentoring, coaching, and branch office visits to support your success.
A supportive network that extends beyond the branch, providing resources for your development.
A competitive salary with opportunities for merit-based increases.
A rich benefits package, including medical, dental, vision, disability coverage, 401k, and generous paid time off for holidays and vacations.
Required Qualifications:
High School Diploma/Equivalent required; Bachelor's degree preferred.
3 to 5 years of experience in the financial services or securities industry preferred.
Series 7 and Series 66 securities registrations required; opportunities to obtain registrations provided during the study period.
Compliance with ongoing trainings and maintaining required continuing education to keep licenses in good standing.
If you are committed to improving the lives of clients and enjoy working in a dynamic team environment, we encourage you to apply for this rewarding opportunity!