Edward Jones - Sun City West, AZ
posted 3 months ago
As a Branch Office Administrator (BOA) at Edward Jones, you will play a vital role in our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to provide exceptional service to our 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 it essential to build strong relationships with them. This role is not just about managing tasks; it’s about anticipating client needs and helping them achieve their financial goals. In this position, you will collaborate closely with financial advisors to assist in the annual business planning process, contributing to the development of strategies that align with client objectives. You will actively listen for cues in clients' lives that may indicate a need for additional services, allowing you to provide proactive support. Additionally, you will drive marketing activities, including planning and executing events to engage clients and prospects. Edward Jones is committed to your professional growth, offering a comprehensive six-month training program that includes mentorship from experienced peers. You will have access to a wide support network that extends from your branch office to the home office, ensuring you have the resources you need to succeed. We foster a culture of continuous improvement and professional development, valuing the unique contributions of each team member. Our inclusive environment encourages diverse viewpoints, which we believe are essential for achieving results. As a BOA, you will be recognized for your individual efforts through a rewards program that promotes long-term career growth and financial security for you and your family. We are proud to serve over eight million clients and believe that our associates are key to our success. If you are looking for a fulfilling career where you can make a positive impact, the BOA role at Edward Jones may be the perfect opportunity for you.