Q: Describe your role within the firm.
A: My role is to ensure that my department recruits and hires quality people that will become successful Financial Advisers. Q: Describe how your division contributes to the firm's success.
A: We work with various sources to help accomplish our growth objectives of selecting and hiring quality people that will become successful Financial Advisers. Q: What year did you start at Edward Jones?
A: I came to Edward Jones in 2001 and was promoted to my current position in January of 2007. Q: What did you do prior to joining Edward Jones?
A: I worked in a bank before coming to Edward Jones. Q: Describe the culture at Edward Jones and how it’s different from your previous job. What is unique?
A: The culture encourages people to be accountable for their results. The support and coaching that is offered by veteran Financial Advisers is unique as most people do it because others did if for them. It is about giving back. Q: One area Edward Jones prides itself in, is enabling associates to maintain a strong work-life balance. How does this approach impact you?
A: I like the flexibility. For example, I do put in a lot of hours and when I need time for personal reasons, I get that without any problems. Q: What does the firm being a partnership mean to you?
A: Partnership means that I feel part of a bigger organization. I am investing in a company that I work for so I have to be prudent with the resources and be accountable for decisions I make. Q: What qualities do you think a person needs to have to succeed in the home office environment?
A: I think people need the ability to see beyond the present. They should be hardworking, understand that the Financial Advisers are the only profit centre, accountable, team oriented but also a self manager. Q: How do you see your future at Edward Jones unfolding?
A: I believe that I am going to be here for a long time helping to achieve our objectives as I have been doing. Q: There are very few offices at Edward Jones, with nearly all the firm's leaders located in cubicles. What does this structure mean to you?
A: It means that the leadership team is approachable. You do not necessarily have to book an appointment to see a leader. Q: How has the firm supported your professional growth via training opportunities?
A: Since joining Edward Jones, I have gained more financial services qualifications, increased my knowledge of the industry and attended leadership courses that have helped me in my role. Q: What has the firm's growth meant for leadership opportunities?
A: It has had a huge impact. When I joined 5 years ago, we had about 100 Financial Advisers. Since the number of Financial Advisers have steadily increased and the leadership opportunities have also increased.
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