Q: What year did you start with Edward Jones?
A: I started my career at Edward Jones in 2000. Q: What did you do previously?
A: I worked as a bank customer service rep. Q: Describe the culture at Edward Jones.
A: Edward Jones has a friendly culture that is filled with many helpful people. Q: Talk a little about the support you get from the home office.
A: The home-office staff make my job so much easier because they are right at my fingertips and I can obtain any information I need quickly. Q: Would you like to share a memorable experience with a client that encapsulate or typifies what it’s like to work for Edward Jones?
A: A client who passed away had about five heirs who didn’t communicate well with one another. I decided to be the contact person for everyone. We successfully distributed their shares at Edward Jones as well as the assets at different banks. Our job doesn’t just stop with investments alone. Our clients look to us to help every step of the way. It’s our job to go above and beyond our duties. Q: How does Edward Jones compare to the companies where you previously worked?
A: Every company strives to increase revenue; however, Edward Jones strives to not only increase revenue but to continue to make sure its associates are in an environment that’s competitive in the business world. Q: Articulate the spirit of volunteerism that exists at Edward Jones. How have you been involved?
A: I’ve been with Edward Jones for almost seven years and have yet to meet anyone who wasn’t eager to volunteer for any activity or project that Edward Jones has or will have. Q: Before you came to Edward Jones, what did the name mean to you?
A: I’ve always heard good things about Edward Jones; however, now that I’m an associate, I can say that in my 25 years of working, I’ve never been in a more positive environment – especially where there’s so much competition around. Q: Are you happy with the way Edward Jones has taken care of you in terms of the overall compensation package, including medical benefits, vacation time, retirement planning and salary?
A: Edward Jones is continually making progress in establishing beneficial and affordable benefits for their associates. It just gets better and better. Q: What qualities do you think a person needs to succeed as a BOA?
A: An outstanding BOA needs self-motivation, organization and especially communication and people skills. Q: What keeps you at Edward Jones?
A: I am very secure working at Edward Jones, and I love that feeling. Q: What is it like to work in a two-person office?
A: The BOA/Financial Advisor relationship is like a marriage because you work hard, with each keeping the other informed and ready to service our clients. Q: What is your relationship like with your Financial Advisor?
A: My Financial Advisor and I have worked together for six months, and we are getting to know each other’s style as well as how to better serve our clients. Q: What kinds of things do you do every day to help your Financial Advisor?
A: I help my Financial Advisor by making sure he has everything necessary to better inform our clients the first time so that he always appears knowledgeable in their eyes. Q: What is your relationship like with clients?
A: I was out ill for a couple of days, but once I returned I received calls from our clients just checking to make sure I was all right. That made me realize I do have a special relationship with our clients. Q: How important is it that you work close to home? Has it increased your quality of life?
A: I have children, and being close to their school is helping to fulfill my wants to be visible within their school as well as being a full-time associate. Now that’s great! Q: What part of the training was the most helpful?
A: The most helpful part is learning how to find the answer to any subject, because each day is different in each office.
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