First Class All the Way
Financial Advisor (Former Employee) – Dallas, OR, Bend OR – November 7, 2018
A typical day is 8 to 10 hours. Calling existing clients to review accounts and keep them up to date on any portfolio changes needed. Meet with several clients to review their portfolios. Market to increase client base. Make needed trades. Create Financial plans as needed. I learned a lot about the stock market, and financial products. Financial planning, creating portfolios, sales, marketing, business management. The culture I found to be a bit different from city to city or district to district depending on the district manager. The a big part of the culture was passed down to the employees by telling the story of Ed Jones and how he and his son started the company.
The hardest part of the job during the first six to eight years is meeting the monthly sales quotas. The more successful you became the higher the quotas were. The joys of the job were many.The most enjoyable part of the job for me was the strong customer relationships that you develop with each of your clients.
Great company and great training.
During normal times the sales goals are doable, Pressure to perform during times like recession can be overwhelming, A lot of EJ advisors lost their jobs due to a lack of company flexability during that time.