On-Call Branch Office Assistant (Current Employee) – Danville, CA – February 7, 2016
Edward Jones is a wonderful example of a company that puts their clients first. Client satisfaction is the highest priority. Employee's are given extensive training and there are specific departments at home office that we can call if we have a question or need help with a task.
Help with any problems by calling our HO 800 number.
A typical day was going in and answering phone calls, creating appointments, opening and closing accounts, and sitting in on client meetings. Other days I traveled to deliver gifts and valued information for clients and prospects.
Travel, moral and ethical work environment, great training
§ Guided customers in setting up a financial portfolio to meet their long-term financial goals. § Researched investments to make applicable recommendations to each of my customers. § Supervised an administrative assistant. Together we devised a weekly plan to strengthen customer relations thereby increasing business development. § Through door to door prospecting, volunteering, and active participation in various organizations I established relationships with new customers and increased financial assets by $6.9 million within one year. § Earned the Edward Jones Prospecting award for securing a minimum of ten new accounts per month with invested dollars attached.
Financial Advisor (Current Employee) – Colorado – June 1, 2015
They talk a good talk. Management is fragmented, inconsistent messages and definitely didn't walk the walk. HR is totally biased and have been drinking the coolaide also. They can do no wrong and don't want people who have an original thought. Lots of promises about a family atmosphere, but when the rubber hit the road - you are really just a number. Tons of attrition, and it's no wonder. They don't want your ideas, or your experience. They just want you to do it their way - and if you have experience, they say throw it out the door. Not a place to work if you are a leader - they want yes men. Although they do compensate you through your training, EDJ is pretty cold and hard core. Could not trust anyone and local manager just assume shake your hand one day and say good luck and let someone else let you go the next day. They only care about their bottom line - so make sure you stay on task. Hardest part of the job, going out and knocking on doors. Enjoyable part would be to run your own business in your own office. Totally different structure from most - if you get there that is. Huge attrition means you get booted or black-listed before hand.
Compenstation program allows for pay during training
Cost Basis Specialist (Former Employee) – St. Louis, Missour – May 18, 2015
The culture of the company is great and tell really work hard to provide quality service to the clients. I would recommend for employment. I worked the tax season and had a great time learning and growing with the company.
Senior Service Specialist (Former Employee) – St. Louis, MO – May 12, 2015
I loved my position at Edward Jones, and acquired a second chosen family with many of the associates. Great company to be affiliated with. I learned exceptional phone etiquette, and how to deal with all types of personalities, which was the most enjoyable part of my job. I also learned about finance, the stock and bond market, and the issues facing families when someone passes away.
Jones provides compensation through the extensive training process. Support is provided through licensing and registrations with state and federal agencies. Sales training is provided. When the rubber hits the road, you have to be comfortable door knocking which is not easy for all Financial Advisors. This is really a sales job.
Company provides lots of tools for success
Making face to face contacts is labor intensive and must be a focus to build trusting clients.
Branch Office Administrator (Former Employee) – Lodi, CA – April 29, 2015
I enjoyed this job.
I learned so much about investing and the stock exchange it was all very interesting. I enjoyed learning about this industry.
It was all in the office, my financial advisor was out in the field meeting new people and I was calling to set annual review appointments for him. Creating the package for when a client was coming in for a review or a first time visit.
Lots of follow up with clients.
I wished my financial advisor would have been more goal driven, we would have been more successful.
Trusted and well established financial service provider
Administrative Assistant (Former Employee) – Saint Joseph MO – April 29, 2015
Work pace varied at Edward Jones. I enjoyed the busy days much more than the slow days. I learned how to multi task and prioritize projects. I honed my already stellar customer service skills. It was a two person office, therefore I only had one co-worker. The hardest part of the job was dealing with a personality clash I had with my transplanted co-worker. The most enjoyable part of the job was discovering services that highly benefitted the clients and getting them set up for them. Really making a difference in their lives.
Benefits such as paid vacation, sick leave, 401K
Only one co-worker and on slow days having no interaction with anyone else
Operations Specialist (Former Employee) – St. Louis, MO – April 28, 2015
Worked with an Applix system computer, entering data to register Letters of Authorization from Power of Attorney forms on the system. Took phone calls from branch offices for registrations of physical stock certificates and entered on systems to get them issued. I worked in a large department that was very noisy and at times it was difficult to concentrate. I enjoyed working with many co-workers and had a great relationship with my immediate supervisor.