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Registered Branch Associate- New Bremen, OH

Company: Edward Jones
Location: New Bremen
Posted on: November 26, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis, MO, Tempe, AZ and Mississauga Canada provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience.

Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
If you're 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 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 compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefits
    • Paid time off, including vacation, sick, holidays and personal days
    • A culture of continuous improvement and professional development What 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 solutions
      • Working 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 appropriate
      • A resilient, creative and progressive mindset supporting a nimble learning environment to incorporate feedback, and adapt to changes
      • Entrepreneurial 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 organization Key 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 accounts
        • Research 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 recommendation
        • Execute Financial Advisor solicited buy/sell orders and confirm with clients
        • Conduct proactive reviews and collect suitability information for select accounts
        • Answer general client questions regarding EDJ Stock recommendations and withdrawals Job 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
          U.S. Awards/Accolades:
          We don t often brag, but we re frequently recognized and awarded:
          • Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Place to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
            • 2022 Fortune's 100 Best Companies to Work For , published April 2022, research by Great Place to Work , data as of August 2021. Compensation provided for using, not obtaining, the rating. From FORTUNE 2022 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
            • Edward Jones scored 100 percent on the Human Rights Campaign Foundation s 2022 Corporate Equality Index (CEI) which designates Edward Jones as one of the best places to work for LGBTQ+ Equality
              • 2022 Best Places to Work For LGBTQ+ Equality , Great Place to Work in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. From The Human Rights Campaign. All Rights Reserved.
              • For the 22nd consecutive year, Edward Jones was named a top company for training. The firm ranked No.24 on Training magazine's prestigious 2022 Training Top 100 list.
                • Training Magazine Training Apex Award , published January-March each year, data as of September of prior year, an application fee was required for consideration. Canada Awards/Accolades:
                  For the 20th consecutive year, Edward Jones has been named on the Kincentric 2021 List of Best Employers in Canada, published in the Financial Post. Edward Jones is once again in the top 25% of employee engagement.

                  2022 Wealth Professional's 5-Star Brokerage Award for Edward Jones' commitment to corporate culture and ethics, training and support, compliance and regulation, and compensation.
                  Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.
                  You'll be competitively compensated
                  • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
                  • As a result, we commit to offering a minimum of $20 per hour, and may be adjusted upward in higher cost areas of the country.
                  • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the RBA role.

Keywords: Edward Jones, Dayton , Registered Branch Associate- New Bremen, OH, Other , New Bremen, Ohio

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