Edward Jones - Goodlettsville, TN
posted 4 months ago
As a Branch Office Administrator (BOA) at Edward Jones, you will play a pivotal role in the success of 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 crucial in helping them achieve their financial goals. In this role, you will collaborate closely with financial advisors to assist clients in reaching their long-term financial objectives. You will engage in the annual business planning process, contributing to the development of strategies for the upcoming year. Your active listening skills will be vital in recognizing situations in clients' lives that may indicate a need for additional services, allowing you to provide tailored support. Additionally, you will be responsible for driving marketing activities, including planning and executing events that promote the branch's services. Edward Jones is committed to fostering a culture of continuous improvement and professional development, where individual contributions are valued and recognized. You will receive comprehensive training over six months, with mentorship from experienced peers, and have access to a wide support network that extends from your branch office to the home office. This role offers a fulfilling career path with opportunities for growth and development within the company.