Branch Recruiting, Hiring and Training

Location: St. Louis

Edward Jones has brought investing to the individual investor by establishing a vast network of branch offices in the local communities where our clients live and work. Our Branch Recruiting, Hiring and Training division is a member of our Branch Development Group, which oversees the recruiting, training and development of all branch personnel (Financial Advisors and their administrative assistants) and includes other divisions: Branch Administration and Financial Advisor Development.

Having typically one Financial Advisor and a full time support person (Branch Office Administrator - BOA) in each office is unique compared to other major securities firms in the United States. We, however, feel it’s the reason for our more personalized service and therefore largely responsible for our remarkable growth. Currently, we have over 10,000 branch offices in the United States, and through our affiliates in Canada and the United Kingdom.

Associates in this division source and recruit quality candidates for our Financial Advisor and BOA positions, serve the needs of new Financial Advisors and BOAs by developing the knowledge, skills and attitude necessary to successfully serve our clients and their careers, and coordinate advanced training for all branch personnel.

Departments: 

BOA Hiring, Training & Development    
Associates in this department oversee the growth and development of our entire Branch Office Administrator (BOA) force. This is accomplished by attracting, training, developing and recognizing BOAs for their contributions to branch client service excellence.

Key Qualifications Include:

• Excellent communication skills
  
  
• Ability to apply good business judgment to make decisions
  
  
• Ability to work in fast paced environment
  
  
• Solid organization and time management skills
  
  
• Strong analytical ability

Financial Advisor Leadership Development    
This department focuses on the support of the firm's long-term health and growth globally by systemically identifying, assessing, training and developing field leaders. Field leadership development and succession planning is the cornerstone of this vital area.

Key Qualifications Include:

• Series 7, 63/66 and Insurance
  
  
• Series 24 for General Partners
  
  
• Strong communication and coaching skills
  
  
• Sales/industry experience preferred

Financial Advisor Recruiting and Hiring    
This department consists of the following areas:

• Market Analysis: Identifies viable target market locations, oversees placement of candidates and trainees in viable locations, and calculates Edward Jones Market Share
  
  
• Region Recruiting Team: Develops and executes programs to support the associate referral process and objectives for the Financial Advisor opportunity
  
  
• Region Recruiting Team: Educates, enables and equips Financial Advisors in order to initiate and support growth of the firm
  
  
• Recruiting & Internet Recruiting Teams: Attracts, sources, recruits and screens quality candidates for the Financial Advisor position through multiple referral channels
  
  
• Financial Advisor Hiring: Achieves healthy growth of our Financial Advisors through a comprehensive hiring process

Key Qualifications Include:

• Excellent communication skills
  
  
• Ability to apply good business judgment to make decisions
  
  
• Ability to work in fast paced environment
  
  
• Solid organization and time management skills
  
  
• Strong analytical ability

Financial Advisor Training    
Associates in this department develop the knowledge, skills and attitudes of our Financial Advisors through classroom facilitation and/or over-the-phone coaching at various stages/segments of their career. They also provide formal and informal support and coaching to Financial Advisors as they build their business.

Key Qualifications Include:

• Series 7, 66 and Insurance
  
  
• Strong communication, facilitation and coaching skills

Areas Within This Department Include:

• Study for Success
  
  
• New Financial Advisor Training
  
  
• Segment 1 Training
  
  
• Segment 2 Training
  
  
• Segment 3 Training
  
  
• Segment 4 Training
  
  
• Segment 5 Training
  
  
• Logistics
  
  
• Curriculum
  
  
• Strategic Learning

Goodknight/Location Rich Market (LRM)    
This department is designed to enhance business growth and health as well as branch experience through various global asset sharing programs such as Goodknight Programs, Partner Plans, Legacy Plans, and Succession Plans. The LRM initiative aims to accelerate the growth of our branches in targeted high-growth markets throughout the United States and Canada.

Key Qualifications Include:

• Strong service orientation and communication skills
  
  
• Series 7 required for some positions

Areas Within This Department Include:

• Service Specialist Team
  
  
• Productivity Consultant Team
  
  
• Recruiting
  
  
• Business Development Coaches