Video Transcript
[Music Playing]
I used to work for another firm, and I decided that it was time to look for something different for my clients.
We want to take our practice to the next level, and this is a place that we think is really a good shot at making that happen.
It was just a breath of fresh air.
[MUSIC PLAYING]
We’ve been given more opportunity here to develop ourselves as far as our roles are concerned than we’ve had anywhere else.
We’ve got the ability to trade and have a commission-based account, or we have the ability to actually do a fee-based account.
I felt very comfortable with the advisory platforms. The trust company was an important element for me.
[MUSIC PLAYING]
The ability of an advisor and branch office administrator team to make a difference in our client’s lives is more profound here.
When you have a branch office administrator in your office, they actually know your clients just as well as you know your clients. And I’m not tied to that office. I can actually go out and find the business as opposed to just waiting for it to come through the doors.
[MUSIC PLAYING]
We had a dedicated individual spend, I think, six weeks with us, and her entire role was to support the effort, make sure we were not having to deal with paperwork issues, helped train us on the systems, basically left us to do the work we needed to get done in communicating with clients and establishing those relationships.
[MUSIC PLAYING]
This is the coolest part about Edward Jones is that you don’t have to give up your practice if you want to be in leadership.
We’ve been given more opportunity here to develop ourselves as far as our roles are concerned than we’ve had anywhere else.
[MUSIC PLAYING]
I think the best thing is that you can really work more closely with your clients and that you have the ability to get to know them on a deeper level.
The tools that we have with respect to satisfying the client need, they’re outstanding. We’ve gotten nothing but positive feedback from our clients.
[MUSIC PLAYING]
The culture surprised me the most, that everyone was willing to help us out and get you on your feet. You’re going to get the help that you need. You’re going to be able to transition your clients, and honestly, your clients are going to love it because of the transparency of the company.
Success at Edward Jones, I believe, is dependent upon two or three very major things– integrity, honesty empathy in dealing with clients. These are all attributes I’ve seen throughout our system. People genuinely take an interest in what you’re trying to accomplish and say, how can I make this happen for you?
I feel like I can be successful here. And I feel like I can bring in the clients that I really want to work with and that I feel comfortable with and want to grow and help them achieve those things that they’re looking to do.
[MUSIC PLAYING]
Copyright © 2023 Edward Jones.
At Edward Jones, we are building a place where everyone feels like they belong. Our human-centered culture calls upon us all to treat every individual with dignity and respect while celebrating what makes us unique, which we show as an equal opportunity employer committed to diversity, equity, and inclusion. Edward Jones does not discriminate on the basis of race, color, sex (including sexual orientation, gender identity and pregnancy), religion, national origin, age, disability, veteran status, genetic information, citizenship status or any other basis prohibited by applicable federal, state, provincial, or local law in employment decisions such as hiring, compensation, benefits, transfers, promotions, leaves, training, performance expectations, development opportunities, and corrective action. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with applicable federal, state, or local law, including but not limited to the St. Louis “Ban the Box” law, the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring and the New York City Fair Chance Act.
Edward Jones is committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at hqfeedback@edwardjones.com.