Edward Jones Employer Reviews

The financial advisors are considered the profit center and human resources will defer to FA 99% of the time. Company will block attempts to transfer to another branch, if FA is replaced.

I preform clerical duties such as filing, scanning, faxing, manage the on-line filing system, and perform excellent customer service to their clients. The hardest part of the job is that I don't work on a regular basis, and there is a lot in the makings that I am unaware of.

I have no complaints with Edward Jones. They have been an outstanding firm in the time I've been with them

Working at Edward Jones is a challenge. You are your own boss to an extent. A typical day is 7:30 AM to at least 6:00 PM. I've learned about the intricate details of investments, portfolio diversification and selecting the right investment for each client based on their likes and dislikes. The hardest part of this position is not having consistent contact – more... with others in my position. The most enjoyable part of this position is working with some amazing people. – less

Open Communication with the Financial Advisor.

Customer Service is top of the list - having a one on one relationship with the clients.

Edward Jones offers the ability to gain a lot of experience in sales, management, and relationship building in a short amount of time. They are committed to providing the best training in the industry and you have an incredible support system for obtaining licenses, building a client base, and moving through levels.

Edward Jones has partners, not employees. Forbes named Edward Jones the number two company in the United States to work for and it is entirely true!

Edward Jones has a great atmosphere. Nearly all the employees are involved in the culture and tradition of the company, and many of us are friends outside of work as well. But, if you are looking to work hard and advance in your company, then you need to look elsewhere. Unfortunately, management here is more concerned about tenure than hard work and – more... accomplishments. – less

The company is a great company. BUT,please interview your FA. I recommend that you don't go in with a new FA when your new. My new FA was very stressed and I didn't know what to do. The guy was also a slob, The office needed vacuumed and dusted and the storage room had several years of OLD material. The bathrooms had not been cleaned in...I don't know – more... how long and trash in the FA's office was stinky and piled hi! I was in work clothes and cleaning the office (brought in my own vacuum and cleaning supplies) and cleaning the toilet! GROSS! But what was I to do, I had to use it. When you come into a new office, it is boring as all get out and being new yourself, you have no clue what to do or how to do it. The FA would come out and YELL at me about "we need to get this office running like its supposed to be!!!!" I said, " well, I don't know what you don't tell me" He would not show me how to do anything or what he needed done..even though I asked SEVERAL times. There were times he would ask me to call the head office and get information...I would and then give him the info. If he didn't like it he would YELL at me. "NO, it is not that way and I know what I am talking about!!!" So, I would call again on SPEAKER phone, beg for forgiveness for asking AGAIN..so he could hear. Did I get an apology? NOPE. I am a degreed woman who spent 25 years in the financial industry and have never been treated so poorly. The company was wonderful at all times and supportive. But the FA? To put icing on the cake..I gave my two weeks notice, but the FA cut me off the system 3 days before. My time card was cut by three days and I could not get in to the system. I called head office to make sure I was getting paid for those three days and I was told the FA cut me off. Well, I spent all day on the phone to straighten it out and make sure that I was listed and "eligible for re-hire" I could not take it anymore and could not get out of there fast enough. INTERVIEW THE FA WELL! – less

As Branch Office Administrator (BOA) - managed all of the office details for the Financial Advisor.
Workplace is typically a 2-person office.
Learned the Edward Jones proprietory computer system. Training program is the best.
Enjoyed assisting the Financial Advisor's success, assisting the clients, the hours, pay and benefits. The Home Office support – more... was exceptional.
Was offered a Limited Partnership within 3 years instead of the normal 5.
Trained several On-Call BOAs. – less

As a tester I'm involved in the entire software development process to ensure the quality of the final product. This can include processes such as requirements gathering and documentation, source code control, code review, change management, configuration management, release management, and the actual testing of the software.It is role that I am interested – more... in filling complete final product where I was involved in every stage. – less

Interesting and educational work experience learning from the branch level how to run an office.

Comprehensive focus on customer service and meeting the financial needs of clients

If you are thinking about making this a career as a financial advisor a few things will help you. Have rich friends and family that will invest with you. Have savings that you can live on while you are building your business. Work VERY HARD.

Edward Jones is a great place to work, however with the economy as is, many offices close without much warning.
I typical day consist of investing funds, deposits, client contacts, planning seminars, addressing mail incoming and out going.
The most enjoyable part is interacting with clients new and current. Helping meet their goals and needs. To help – more... them understand their portfolio's. Also planning seminars. – less

The summary says it all - Edward Jones is a company that knows what their culture is all about and they stick true to it. There is lots of advancement opportunity if you're willing to work hard and excel in your role.

A typical day at work consists of meetings pulling and reviewing information, and taking care of day to day tasks.

I've learned a number of good business practices at Jones. My co-workers are great to work with. We all enjoy taking a break in the middle of the day for lunch and talking and laughing about anything and everything not having to do with – more... work.

The management at Jones varies depending on which area you are in. For the most part they work with you and are understanding when it comes to work/life balance. However, I've had 8 leaders in the past 4.5 years, which makes it interesting in that you have to change how you do things around 8 different personalities.

The hardest part of the job is realizing that I have no future in the area that I'm in. I'm a Multi-media design and development student at an online school and am learning great things with technology. I currently work in Human Resources within the Talent Management area and there is little opportunity to advance beyond the administrative role I'm in currently to what I'd prefer to do working with websites.

The most enjoyable part of the job is accomplishing one of my senior leadership level programs and working with the people I work with. I coordinate logistics around development programs for our upper management. I enjoy being able to help our leaders become better leaders so that they can help their associates become better in their careers. – less

Being a financial advisor didn't turn out to be the career for me, but if you have a Type-A personality, would be happy in a sales / commission based career path and have an interest in the financial markets, there's not a better place to work. Great ethics and culture, and the training program is second to none. Its definitely demanding and hard to – more... get started in the brokerage business, but Edward Jones gives you all the tools you need to succeed. Make sure that you're really ready for a sales-intensive career though, because that's why I decided to find a different career path. The benefits they provide are excellent, which makes the low training program salary more tolerable. – less

It is the hardest $60,000 you will ever make but the easiest $200,000 you will ever make. The first two years are hard and grueling, the majority of your time is spent trying to build a book from almost scratch, cold-calling individuals in an effort to have them transfer their money over to you. After you get established, however, the job becomes much – more... more predictable and easier to manage.

The co-workers are great and there is a really good support network among the financial advisors. Jones also has some of the best training in the industry and will teach you everything you need to know to be successful. – less

I have really enjoyed my time at Edward Jones and hoped this would be my last career before retirement, but the financial advisor I had been working for in my branch office resigned in November 2012 to start his own investment firm. According to FINRA rules, a financial investment firm has 135 days to replace a licensed advisor in a branch office or – more... they are required to close the office, either temporarily or permanently on the 135th day, which is coming up April 5th. I really liked the advisor I worked for as he appreciated how hard I worked to help him build his business and he never missed a chance to let me know how much I was appreciated. I really enjoyed getting to know the clients we had as well; I am a "people person"; I love meeting and getting to know new people and building relationships with them. I have learned a lot about the financial services industry, which has been exciting, since my entire work career prior to this was in auto insurance and medical insurance. If my prior boss could have afforded to hire an assistant right away he said he would have offered me the position without a question. – less