Q: Describe your role within the firm.
A: My main role is to ensure that we grow the the number of financial advisers in the UK. We ensure that we hire and retain quality individuals that will help our clients achieve their serious, long term financial goals. Q: Describe how your division contributes to the firm's success.
A: We are a firm that believes in growing organically. We therefore work very closely with our associates in various areas to us 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 joined Edward Jones in 2001. Q: What did you do prior to joining Edward Jones?
A: I worked for a major bank. 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. The spirit of volunteerism thrives with Edward Jones. 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: Its important to maintain a good work life balance. Our belief in responsibility based management enables us as individuals do this. It helps us work more effectively when we have that balance. Q: What does the firm being a partnership mean to you?
A: Being a partnership allows us to make to make long term decisions and investments in our future. We are more accountable as partners. 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. One has to be focused on how what they do enables the financial advisers to provide excellent service for his/her client. It is important to be a self manager, team oriented and accountable. 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 so that we are able to help clients achieve their long term financial goals. 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's great! It encourages a more open and approachable work environment. 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 continue to look for ways of making a greater contribution to our firm. Q: What has the firm's growth meant for leadership opportunities?
A: As we grow, there is a continual need to offer our people challenges and opportunities for professional growth. There has been an increase in roles and responsibilities over the last 10 years. Leadership development is also one of our core objectives.
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