Financial Adviser (Former Employee), Springfield, MO – October 5, 2015
Not a bad place to be if you are into the sales game. Felt a little misled when given an office as was supposed to be in charge of decision making, but was constantly being told from above what to sell and when. Felt like I had to be more worried about a quota rather than what was best for my customers. I guess it makes sense though when trying to oversee that many individual offices.
Online Client Support - Team Leader (Former Employee), Tempe, AZ – September 29, 2015
Pros: benefits, the people around you
Cons: changing atmosphere
The firm as a whole is wonderful. The people are great and you get a sense that everyone is happy to help you and do not feel put off by your questions. They have very good benefits and recently made it so you get 3 weeks of vacation after only 3 years of tenure. Lots of very good resources are provided to the Financial Advisors in the field and to the home office employees.
With that said, there is an obvious shift in culture at the firm. It is moving a way from being focused on providing a culture around supporting its associates and being about doing what it takes to solve the client and branch problem and more toward metrics and numbers. Everything is more black and white at the firm where your effort doesn't count for much so long as you hit the required metrics. Overall employee satisfaction has taken a major hit in the last year. The firm sends out numerous communications with surveys attached each month which also causes associates to feel bombarded with a constant focus on "tell us how wonderful we are!" The message needs to be delivered in a different way so employees understand its the firms way of trying to find what they can do better and not a way to force answers from them.
This is an excellent company to work for! The two person environment with one BOA and one Financial Rep works so well for the client. It provides a great working atmosphere and also allows for learning opportunities as well!
Financial Advisor (Current Employee), Albany, NY – September 8, 2015
A typical day insists of client/prospect phone calls, client/prospect appointments, building of customized portfolios tailored to clients goals in (education, retirement, insurance, and more), and making face to face contacts with clients/prospects.
High degree of autonomy required as office staff consisted of one administrator and one investment representative (who traveled often). I acquired valuable knowledge regarding administrative support, client service, and resourcefulness.
I have never worked for a company that provides so much training, incentive programs, and constant assistance when needed on a daily basis. My experience working for Edward Jones will be taken with me on my future career. The ONLY reason, I am not still employed is because of my husband being transferred for his job.
Branch Office Administrator (Former Employee), Monticello, AR – August 7, 2015
Edward Jones Investments is a great place to work and a very good paying job. The company offers a lot of incentives. They provide training for 6 months and have very great coaches that help you through this process.