Edward Jones - Raleigh, NC
posted 3 months ago
As a Branch Office Administrator (BOA) at Edward Jones, you will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to build strong relationships with clients, ensuring they feel understood and informed. You will be the first point of contact for clients, both over the phone and in person, making your role essential in creating a welcoming and supportive environment. Your ability to anticipate client needs and identify potential issues will be key to helping them achieve their financial goals. In this full-time position, you will collaborate closely with financial advisors to assist clients in reaching their long-term financial objectives. You will engage in various activities, including delivering exceptional personalized service, participating in the annual business planning process, and actively listening for signs that clients may require additional services. Additionally, you will drive marketing initiatives, such as planning and executing events, to enhance client engagement and satisfaction. Edward Jones is committed to providing you with the support necessary for your success. You will undergo a comprehensive six-month training program, which includes mentorship from an experienced peer. Our extensive support network will ensure you have the resources you need, allowing you to work independently while being backed by a team of thousands. We foster a culture of continuous improvement and professional development, valuing the unique contributions of each individual. 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.