Edward Jones - Great Falls, MT
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 the first point of contact for clients, you will be responsible for creating a welcoming environment and establishing strong relationships with clients. Your primary goal will be to understand their needs deeply, enabling you to anticipate potential issues and provide proactive solutions. This role is not just about administrative tasks; it is about being an integral part of a team that helps clients achieve their financial goals. In this full-time position, you will work closely with financial advisors to deliver exceptional personalized service. You will engage in the annual business planning process, actively listen for cues in clients' lives that may indicate a need for additional services, and drive marketing activities, including planning and executing events. Edward Jones prides itself on fostering a culture of continuous improvement and professional development, ensuring that every team member feels valued and respected for their unique contributions. The BOA role is designed for individuals who are looking for a fulfilling career in financial services. You will receive comprehensive training over six months, including mentorship from experienced peers, and have access to a wide support network that extends from your branch office to the home office. This position offers a unique opportunity to work independently while being backed by a large team dedicated to your success. If you are passionate about helping clients and are eager to grow in a supportive environment, this role may be the perfect fit for you.