Found Description
Take your first steps into the finance world as a Registered Associate Trainee with Edward Jones. This role combines financial advisory support with comprehensive client engagement training.
In the capacity of a Registered Branch Associate Trainee, you will assist Financial Advisors while learning to navigate financial solutions and regulations. This training role is ideal for driven individuals looking to build strong client relationships supported by an extensive mentorship program.
Key Responsibilities:
• Gather and analyze data for new client accounts
• Research and advise on portfolio strategies
• Execute trading orders and client confirmations
• Perform account reviews to ensure proper alignment
• Address client questions about investment options
Requirements:
• High School Diploma or equivalent required
• Accredited degree or four years related experience
• Must be a Registered Representative with CIRO
• Complete licensing requirements success...
In the capacity of a Registered Branch Associate Trainee, you will assist Financial Advisors while learning to navigate financial solutions and regulations. This training role is ideal for driven individuals looking to build strong client relationships supported by an extensive mentorship program.
Key Responsibilities:
• Gather and analyze data for new client accounts
• Research and advise on portfolio strategies
• Execute trading orders and client confirmations
• Perform account reviews to ensure proper alignment
• Address client questions about investment options
Requirements:
• High School Diploma or equivalent required
• Accredited degree or four years related experience
• Must be a Registered Representative with CIRO
• Complete licensing requirements success...
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