Registered Branch Associate- Stillwater, OK
Company: MSCCN
Location: Stillwater
Posted on: March 17, 2023
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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. 2000-2022 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: MSCCN, Stillwater , Registered Branch Associate- Stillwater, OK, Other , Stillwater, Oklahoma
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