Edward Jones - Morris, MN
posted 3 months ago
At Edward Jones, we are looking for a Branch Office Support Professional (BOA) who will play a critical role in 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 it essential to build strong relationships with them. 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 vital in assisting clients in achieving their long-term financial goals. In this full-time position, you will collaborate closely with financial advisors to provide exceptional personalized service, ensuring that clients feel understood and informed. You will also take an active role in the annual business planning process, contributing to the development of strategies for the upcoming year. Your ability to listen actively will be crucial in recognizing situations in clients' lives that may indicate a need for additional services. Additionally, you will drive marketing activities, including planning and executing events to enhance client engagement. Edward Jones prides itself on fostering a culture of continuous improvement and professional development, where individual contributions are respected and valued. We offer comprehensive training, including a six-month mentorship program, and a wide support network that extends from your branch office to the home office. Our commitment to inclusivity ensures that everyone's unique viewpoints are acknowledged, contributing to our overall success. We recognize individual efforts through a rewards program that promotes long-term career growth and financial security for you and your family.