Registered Branch Associate - Bakersfield, CA
Company: Edward Jones
Location: Bakersfield
Posted on: September 15, 2023
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 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 OverviewPosition Schedule:
Full-TimeBranch Address: 5201 California Ave Ste 340, Bakersfield,
CA 93309If 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
resourcesAs 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
developmentYou'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 Registered Branch Associate
role. Hiring Minimum: $27.24Hiring Maximum:
$32.69Skills/RequirementsWhat 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 organizationKey responsibilities with existing
and newly created clientsResponsibilities 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 withdrawalsJob requirementsHigh School
Diploma/Equivalent required; Bachelor's degree preferredSeries 7
and Series 66 required; if not currently registered, registrations
may be obtained at Edward Jones during the assigned study periodAt
least 3-5 years of relevant experience in securities industry
preferredAwards & AccoladesU.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.About UsAt 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.In a typical branch
office, a financial advisor meets with clients and receives branch
office support, so they can focus on building deep relationships
with clients. Headquarters associates in St. Louis, Tempe and
Mississauga provide support and expertise to help U.S. and Canada
branch teams deliver an ideal client experience. We continue to
grow to meet the needs of long-term individual investors.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-BOARequiredPreferredJob Industries
Keywords: Edward Jones, Bakersfield , Registered Branch Associate - Bakersfield, CA, Other , Bakersfield, California
Didn't find what you're looking for? Search again!
Loading more jobs...