Edward Jones
Trainee Branch Associate at Edward Jones
Job Description
Start your career with Edward Jones as a Trainee Branch Associate. This role emphasizes client relationship building and financial regulations while receiving comprehensive training and mentorship.
As a Registered Branch Associate Trainee, you will work closely with Financial Advisors and enhance client relationships through effective communication. You'll be equipped with training resources, both formal and on-the-job, ensuring holistic development in the financial services space.
Key Responsibilities:
• Gather data and information to open new accounts
• Research portfolio performance and make recommendations
• Execute buy/sell orders and confirm with clients
• Conduct proactive account reviews and collect information
• Answer client inquiries related to stock recommendations
Requirements:
• High School Diploma or equivalent
• Relevant degree or four years of experience
• Registered Representative with CIRO status
• Completion of licensing requireme...
As a Registered Branch Associate Trainee, you will work closely with Financial Advisors and enhance client relationships through effective communication. You'll be equipped with training resources, both formal and on-the-job, ensuring holistic development in the financial services space.
Key Responsibilities:
• Gather data and information to open new accounts
• Research portfolio performance and make recommendations
• Execute buy/sell orders and confirm with clients
• Conduct proactive account reviews and collect information
• Answer client inquiries related to stock recommendations
Requirements:
• High School Diploma or equivalent
• Relevant degree or four years of experience
• Registered Representative with CIRO status
• Completion of licensing requireme...