Experienced Financial Advisor Onboarding Specialist

Saint Louis, Missouri
Jul 11, 2022
Aug 09, 2022
Full Time
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

The Onboarding Specialist provides dedicated onboarding support, both on-site and from afar, for newly hired Experienced Financial Advisors (EFA) in their first few weeks with the firm. They work hand in hand with these new associates to ensure both a seamless integration for the Experienced Financial Advisor as well as an ideal transitional experience for their clients to Edward Jones.

Partner with Transition & Integration Team to create onboarding plan for EFA recruit and/or branch team
Provide on-site onboarding support and just-in-time training of systems, compliance, and required firm training to recruit and/or branch team
Collaborate with Transition & Integration Manager to devise and implement a tailored transition plan for each EFA/EP so they can successfully conduct business at Edward Jones (this includes creating plan around inherited assets and new assets to the firm) and set appropriate expectations with parties involved.
Identify additional resources as needed upon completion of assignment (i.e. on call BOA)
Proactively provide coaching, best practices, and advice to ensure successful transition.
Act as main point of contact for the Transition & Integration team to effectively identify and address any problems, concerns, and unresolved client transition issues from point of payroll until end of assignment
Develop and maintain working partnerships with internal and external constituents
Act as a resource to explain firm policies and procedures as it relates to Financial Advisors
When not on assignment or "on-location" will provide EFA/EP1 training remotely
Partner with the Transition & Integration team to work with Field Leadership to integrate recruit into the region at the end of assignment

Bachelor's degree preferred
Series 7 and 66 (or 63/65 equivalent) registrations required at time of application
Resident state insurance license - life, health, and variable/fixed annuity within 90 days
Travel required 25-50% of time
Strong Product Knowledge (both internal and external)
Must have working knowledge of all Jones systems and tools, including; Joneslink, Financial Foundations, Portfolio, Advisory Solutions, Relationship Manager and 5 Star Relationship
Flexibility with scheduling and working around branch team's schedule
Good organizational skills in order to align with the needs of the recruit
Communication and presentations skills, including ability to provide positive motivation and encouragement to branch teams
Strong client service skills including the ability to work well in emotionally charged situations

  • 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
    • From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
  • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
    • From The Human Rights Campaign. All Rights Reserved
  • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
  • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
    • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

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