Registered Branch Associate - Altoona, United States - Edward Jones

Edward Jones Altoona, United States

2 weeks ago

Full time Accounting / Finance

Description

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 3149 Meadowlark Ln Ste 20, Altoona, WI 54720

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

As a salaried professional, you can also expect

A competitive compensation package that includes bonus potential, 401K, and comprehensive health benefits
Paid time off, including vacation, sick, holidays and personal days
A culture of continuous improvement and professional development

For more information please visit: Edward Jones Benefits page

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.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.

Hiring Minimum: $23.21
Hiring Maximum: $27.13

Skills/Requirements

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

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

About Us

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.

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.

#LI-BOA

Registered Branch Associate

2 weeks ago

Edward Jones Altoona, United States

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the c ...
Registered Branch Associate

3 weeks ago

Edward Jones Altoona, United States

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch O ...
Registered Branch Associate

2 weeks ago

Edward Jones Altoona, United States

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. · At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Bran ...
Registered Branch Associate

5 days ago

Edward Jones Altoona, United States

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the clie ...
Registered Branch Associate

2 weeks ago

Edward Jones Altoona, United States

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the ...
Registered Branch Associate

10 hours ago

Edward Jones Altoona, United States

Job Description · Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visibl ...
Registered Branch Associate

3 weeks ago

Edward Jones Altoona, United States

Job Description · Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. · At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three peop ...
Salesperson (m/f/d) part-time

3 days ago

Sapphire Technologies Fall Creek, WI, United States Freelance

The Wintergerst Group employs approximately 180 colleagues in over 35 branches in Fall Creek, WI. At Team Wintergerst, we are strong together and treat each other with respect and appreciation. You can rely on us We value secure jobs, fair treatment, and ensuring that you can pur ...
Parts Warehouse/Delivery Driver

3 weeks ago

Allstate Peterbilt Group Eau Claire, United States

** Parts Warehouse/Delivery Driver** · **Job Category****:** Parts **Requisition Number****:** PARTS003660 Showing 1 location **Job Details** · **Description** · Allstate Peterbilt Group is currently in search of Warehouse Associate. Allstate Peterbilt Group is a premier provi ...
Welder / Fabricator

1 day ago

PeopleReady Eau Claire, United States

Job DescriptionWelder / FabricatorPeopleReady of Menomonie , WI is now hiring Welder / Fabricators Must have Valid Drivers Seeking experienced full time Welder / Fabricator.Apply today and you could start as soon as this week.As a PeopleReady associate you'll benefit from: Connec ...
Branch Manager

3 days ago

Heights Finance Eau Claire, United States

Overview: · We service our communities by offering personal installment loans designed to help our customers get the money they need when they need it. · The Branch Manager leads the local branch and has authority for managing all day-to-day functions including profit & loss res ...
Member Account Representative

4 days ago

Royal Credit Union Eau Claire, United States

JOB REQUIREMENTS: Member Account Representative - Eau Claire South (part-time) - DF1870 DESCRIPTION/RESPONSIBILITIES: Hourly Wage: \$16.90-\$18.92 (candidates with significant related experience may be higher) Team Member Benefits: Royal is proud to take care of our team members ...
Part-Time Member Account Representative

5 days ago

Royal Credit Union Eau Claire, United States Part time

Team Members are at the core of who we are; living our core values of making a difference, doing the right thing, making it easy, being caring, being friendly, nice, and respectful, and taking ownership. Perhaps Royal is the change you're looking for. Royal Credit Union is lookin ...
lawn specialist/aerator

1 week ago

Tru Green Eau Claire, United States

100889 · 3131 Hogarth Ave, Eau Claire, Wisconsin 54703 · TruGreen accepts applications on an ongoing basis. · Job Description · Field Operations · Every TruGreen associate is committed to quality. We all have an important role to play in the success of our company. There is no j ...
Personal Lines Account Executive

5 days ago

Ansay & Associates Eau Claire, United States

Are you seeking a work environment that is driven by core-values, where you are able to grow professionally? Are you motivated by opportunity and have an entrepreneurial spirit? · You may be the Account Executive we are looking for... · Ansay & Associates is a family owned insu ...
Wisconsin Statewide Float Nurse

2 weeks ago

St Croix Hospice Eau Claire, United States

Job Details · Job Location · Eau Claire WI - Eau Claire, WI · Position Type · Full Time · Education Level · 2 Year Degree · Travel Percentage · 100% · Job Shift · Any · Job Category · Health Care · Description · Job Overview · The Statewide Float Registered Nurse wil ...
Insurance Sales Agent

3 weeks ago

The Auto Club Group Eau Claire, United States

It's a great time to join AAA The Auto Club Group · JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD · Job Type: · Full time Exempt/Non Exempt: · Hourly Job Description: · Why Choose a Career with the AAA The Auto Club Group (ACG) · Established brand that has been aro ...
Retail Customer Service Specialist

3 weeks ago

Sherwin-Williams Eau Claire, United States

· This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Servic ...
Retail Customer Service Specialist

3 weeks ago

Sherwin-Williams Eau Claire, United States

This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service S ...
CDL Driver

2 days ago

GFL Environmental Chippewa Falls, United States

GFL Benefits: · Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks. · • Compensation - $25-$28/hr · • 15 days of paid time off · • Competitive medical, dental, and vision plan options · • Paid Parental Leave ...