Local Edward Jones office announces available position
Mar 04, 2024 10:21AM ● By WNC Business
At Edward Jones is very intentional in calling its field associates branch teams. Most teams are two or three people, and in a Branch Office Support Professional role, this individual is a critical member of that team along with the financial advisor. The Branch Office Administrator is the first voice a client hears when they call on the phone – the first face they see when they walk in the door. There are many responsibilities, but the most important is getting to know the clients so well in order to not only help them identify their problems – to also see them coming a mile away. The Branch Office Administrator and the financial advisor are essential in working together to help clients achieve their most cherished financial goals.
What characteristics make a successful BOA?
• Ability to deepen and broaden client relationships
• Ability to identify opportunities to create efficiency
• Strong ability to work independently
• Ability to manage multiple priorities in a deadline driven environment
• Proficient in current and new office technology
• Willingness to learn how financial services/markets work
This position includes a comprehensive six-month training period, a peer mentor and supportive team, and culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions.
Learn more details including an overview of Edward Jones and available position compensation here.
Source: Katherine Morosani at Edward Jones
• Ability to identify opportunities to create efficiency
• Strong ability to work independently
• Ability to manage multiple priorities in a deadline driven environment
• Proficient in current and new office technology
• Willingness to learn how financial services/markets work
This position includes a comprehensive six-month training period, a peer mentor and supportive team, and culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions.
Learn more details including an overview of Edward Jones and available position compensation here.
Source: Katherine Morosani at Edward Jones