Edward Jones - Chillicothe, IL
posted 2 months ago
At Edward Jones, the Branch Office Administrator (BOA) role is a vital position within our branch teams, which typically consist of two or three members, including a financial advisor. As a BOA, you will be the first point of contact for clients, both over the phone and in person, making your role crucial in establishing and nurturing client relationships. Your primary responsibility will be to understand your clients deeply, enabling you to anticipate their needs and help them identify potential financial challenges before they arise. This proactive approach is essential in assisting clients in achieving their long-term financial goals. In this position, you will collaborate closely with financial advisors, contributing to the annual business planning process and helping to develop strategies for the upcoming year. Your role will also involve actively listening to clients to identify situations in their lives that may indicate a need for additional services. Furthermore, you will drive marketing activities, including planning and executing events to enhance client engagement and outreach. Edward Jones is committed to providing comprehensive support to our BOAs. You will undergo a thorough six-month training program, which includes mentorship from an experienced peer. Additionally, you will have access to a wide support network that spans from your branch office to the regional and home office levels. While you will often work independently, you will have the backing of a large team dedicated to your success. We pride ourselves on fostering a culture of continuous improvement and professional development, where individual contributions are respected and valued. Our inclusive environment encourages diverse viewpoints, which are essential for achieving results. We recognize and reward individual efforts through a program designed to promote long-term career growth, financial security, and the well-being of you and your family.