There’s power in partnership.
You’re the kind of person who loves solving problems and building relationships – and that’s exactly what makes you essential to our branch teams. As a Branch Office Administrator at Edward Jones, you’ll be the first voice clients hear and the trusted resource they rely on. We’ll give you the tools, training, and support to make a meaningful impact every day — on your clients, your team, and your future.
Job Overview
Position Schedule: Full-Time
Branch Address: 6061 Highway #7 East, Suite D, Markham, ON
If you’re looking for a fulfilling career, the Client Experience Specialist role at Edward Jones may be the right opportunity for you. The Client Experience Specialist works with multiple Financial Advisors in a branch office setting. The Client Experience Specialist drives client loyalty to Edward Jones and fosters the client relationship throughout their experience with the branch, helping ensure clients achieve their financial goals.
Our Client Experience Specialists are an essential part of the team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We don’t often brag, but we’re frequently recognized and awarded as a top place to work. Some of the many accolades include 100 Best Companies to Work For® by FORTUNE magazine¹ and a Best Place to Work for LGBTQ Equality by the Human Rights Campaign.
We’ll give you the support you need.
Our team will be there every step of the way, providing:
- Training which includes mentoring, job shadowing, coaching and branch office visits
- A support network that extends beyond your branch office and includes home office assistance via phone, email and firm intranet resources
You can also expect…
- A compensation package that includes bonus potential, 401K (US) and Group RRSP (Canada), and comprehensive and competitive health benefits
- Paid time off, including vacation, sick, holidays and personal days
- A culture of continuous improvement and professional development
Key Responsibilities
- Delivers excellent client service by anticipating client needs making it easier to do business with Edward Jones
- Identify potential opportunities with new and existing clients and prepare Financial Advisors to discuss those potential opportunities with clients
- Utilizes goals-based advice tools and contact plans, and stewards the Online Access system for clients
- Ensure ongoing partnership with clients by anticipating, addressing, and resolving questions and problems through communication and preparation to ensure a positive client experience
- Performs office administration duties which may include: answering incoming phone calls and greeting clients, maximizing each in-person client visit, managing service requests, faxes, and emails, maintaining branch-office record keeping, ordering supplies, processing branch expenses, compiling reports, and creating word processing documents and spreadsheets
- The opportunity for merit increases as you progress in the role. Hiring Range below is a subset of the total salary range.
Skills/Requirements
What characteristics would make you successful as a Client Experience Specialist?
- Creative and open mindset to support an agile and continuous learning environment
- Ability to be proactive, incorporate feedback, and adapt to changes
- Critical thinking and analytic skills to anticipate, identify, and solve ongoing needs
- Strong understanding and continued research of a variety of financial products
- Strong time management skills with the capacity to work with multiple Financial Advisors, branch offices, and clients to balance priorities in a fast-paced, deadline-driven environment
- Detail-oriented and organized with the ability to ensure a high standard of accuracy
- Ambitious self-starter comfortable identifying and creating opportunities for efficiency
- Strong computer skills and an aptitude to quickly learn new software
Job Requirements
- High School Diploma/Equivalent required
- Associate’s/Bachelor’s degree or equivalent experience preferred
- 2+ years of customer service or financial services industry preferred
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We’re proud of our associates’ contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.
Meet Rabi Abraham-Mostafa
Hi, I’m Rabi Abraham-Mostafa, the Branch Support Recruiter for your market.
My recruiting team and I are excited to learn more about you.
The best way for us to do that is for you to apply for a position with Edward Jones.
If there isn’t a current job opening near you, join our
Talent Community
and set up a Job Alert. We will then be able to notify you as soon as a job opens in your area.
Email Rabi Abraham-Mostafa
Connect on Linkedin
// Investment Products & Strategy Category //
Associate Testimonial
There are other opportunities to generate revenue and money. However, we choose to align all of our interests and all of our activities with what’s best for the client.
Tyler Kucera
Municipal Bond Trading – Tempe
No one is going to tell you exactly what to do. I think it allows for a lot of creativity and a lot of autonomy.
Linda Bannister
Senior Analyst, Equity Research – St. Louis
// Client Services & Operations Category //
Associate Testimonial
It is gratifying to see clients’ satisfaction as a result of something ‘behind the scenes’ – such as improved technology offerings – which helps make their experience the best it can be.
Nicholas Wright
Senior Project Coordinator – St. Louis
// BOA Category //
Edward Jones Managing Partner
Our branch teams – including our BOAs – play a critical role in getting to know and truly understand each client.
Penny Pennington
Managing Partner
// BOA Category //
Edward Jones Managing Partner
The client team benefits greatly from the Associate Financial Advisor role, allowing all of us to better serve our clients and develop trust within our community.
Abra Hovgaard,
Financial Advisor, AAMS ®, CFP®
Experience Purpose at Edward Jones
At Edward Jones, we partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. Hear from Bryan Roady, Senior Product Delivery Manager, on the culture at Edward Jones and how he’s supported in his role and division to promote healthier futures.
// HQ Technology Category //
Career Progression
Meet Lance Taylor
“Since joining Edward Jones I have been afforded consistent and various opportunities to grow and develop my leadership skills and build a strong network. Leaders across the firm are willing to devote time to building a strong core of leadership-focused associates at all levels, both in and outside their area.”
2019
Department Leader, Application Platform Services
- Design and deploy platform solutions
- Leader, Agile Adoption for the Department and Roadmap for Jira Utilization and Encouragement of Agile Ceremonies
- Obtained Scrum Master Certification
Marketplace Pillar Chair, Military/Veterans Business Resource Group
2018
Leader, IS Talent Council Development Sleeve
- Delivered custom-developed content for 160+ member leadership group focused on candor, change management
- Hosted Leadercast seminar and the ACTION technology conference
2016
Team Leader, Web Platforms (2016 – 2019)
- Led 10-person team responsible for enterprise portfolio of application platforms
Meet Vaishali Deshmukh
“I started my career at Edward Jones 21 years ago as an entry-level programmer analyst in Information Systems. Over the years, with my hard work and thirst for knowledge along with the training and coaching from my colleagues, leaders and mentors, I have achieved the position of a team leader. With their continued support and guidance, I hope to progress on this upward path, to continue to learn and become a role model for the new generations of entry-level programmers coming to Edward Jones.”
2017
Team Leader, IS Database Applications
- Member, IS Talent Council
- Member and Mentee, Headquarters Inclusion Mentoring Program
- Member, IS LDA Committee
2016
Team Leader, IS Data Services Tool Support
- Obtained Series 7 registration
Member, IS Inclusion Council
- Inclusion Ambassador Award
2011
Technical Consultant, IS Branch Performance
2003
Sr. Programmer Analyst
- Mentor, IS Financial Planning Support
2000
Programmer Analyst II, IS Services Support
1998
Programmer Analyst, IS Service Center
// HQ Generic Category //
Career Progression
Meet Lauren Angelo
“Most of my leadership growth is a result of being given challenging assignments that have resulted in building new teams and capabilities for the betterment of our branch teams and clients. Edward Jones has also always been supportive of me furthering my industry and academic development. I have enjoyed opportunities to host meetings for our branch office administrators, participate in branch visits and observe a variety of financial advisor training programs. Learning more about how our branch teams serve our clients has been an important part of my development journey.”
2018
Director, Service Insights
2016
Group Leader, Client Support
2015
Department Leader, Talent Optimization
2012
Department Leader, Financial Solutions Service & Marketing Service
2007
Team Leader, Financial Solutions Service
2005
Service Specialist
Meet Alexandra Marifian
“The leaders I have worked for and with over the past seven years have provided me endless opportunities to expand my skillset – and that is how I progressed quickly into leadership. I was provided the right mentors to help me develop, given stretch projects to further enhance my skillset and was provided with candid feedback along the way. I learned that feedback is a gift and built into our culture. It has been so beneficial for me!”
2019
Department Leader, Internal Website
Member, Service Division Talent Strategy Committee
Mentor, Service Division Team Leaders
2018
Team Leader, Internal Communications
Co-leader, Service Division Rotational Development & Intern Programs
2016
Team Leader, Online Client Support
Leader, Leadership Development Experiential Program (2017 – 2019)
2014
Client Solutions Specialist
2013
Rotational Development Program, Client Strategies Group
- Obtained Series 7 Registration
- Obtained Series 66 Registration
2012
Summer Intern, Client Strategies Group
Meet Renee Sarakas
“Since the moment I decided I wanted to be a leader, I have had so much support and guidance from my leaders and individuals across the firm. I was fortunate enough to be a part of the Leadership Development Associate program and gained a lot of insight from the mentors and peers that I worked with. Additionally, I have always had a leader that has challenged me with opportunities, and I have sought out feedback to help myself grow. I’ve continued to have support as I moved into each next role – and I use my peers and leaders to help me identify ways to keep expanding my contributions and developing within the role that I’m in.”
2019
Department Leader, Financial Solutions Service Division
- Mentor, Leadership Development Program
2015
Team Leader, Equity and Fixed Income Service Division
- Mentor, Senior Leader Reverse Mentor
2014
Leadership Development Program
2012
Investment Solutions Specialist
Senior Service Specialist
2009
Service Specialist
Service Division Intern
// EFA Category //
Career Progression
Nanette Fahrenbruch
“What’s invaluable to me about my career at Edward Jones is I’m seen as a whole person and everyone here wants to help me be better. When I improve upon who I am as a leader, I improve upon my opportunity to make a greater impact. Edward Jones helps me develop and when I do, I become a better human being – better at serving my clients and my community and better at parenting my children. We aren’t asked to forget part of who we are when we come to work. We get to live our purpose every day, all the time, to make a difference.”
2019
Regional Leader
Region Technology Advisor
2018
Transitional Regional Leader
2015
Client Solutions Leader
2015
CFP Board Women’s Initiative WIN Advocate (2015 – 2021)
- Mentor for women CFPs who are newer to the industry.
2010
Recruiting Leader (2010 & 2012)
2009
Area WINGS Leader (2009 & 2012)
- WINGS – or Women’s Initiative for New Growth Strategies – offers tools, mentorship resources and coaching designed to strengthen and advance female career trajectories at the firm.
2003
Financial Advisor Mentor
Field Trainer
2000
Became a Financial Advisor at Edward Jones
Meet Jeff Crouch
“I refer to my 10-year absence as ‘the lost decade’. In a word, CULTURE is what brought me back to Edward Jones. Not having shareholders at Edward Jones fosters two values that align very closely with my own. First, it means our clients are the natural priority. Secondly, it provides an opportunity for employees of all levels. Elsewhere, shareholders may be the focus. That simply doesn’t feel right for me.”
2016
Returned to Edward Jones as a Financial Advisor
2005
Worked for competing wirehouse firms (2005 – 2016)
1998
Became a Financial Advisor at Edward Jones (1998 – 2005)
// NFA Category //
Career Progression
Meet Roger Macon
“When it comes to my career progression, my focus has always been to listen and learn. My efforts in both leading my branch team and recruiting have led to other leadership opportunities. I have been fortunate to engage in the firm’s leadership development classes which have truly helped in my growth both professionally and personally. I am particularly proud of my efforts to help our firm’s diverse financial advisors – not only in St Louis but across the nation.”
2017
Area BRIDGE Leader
2013
Performance Leader (2013 – 2017)
2014
Leadership Development Center (Advanced)
2012
Hiring Team Member (2012 – 2014)
Area BRIDGE Leader (Program supporting diverse financial advisors) (2012 – 2014)
2010
Recruiting Leader (2010 – 2013)
- Completed the Advanced Leadership Course: Competitive Strategies in Financial Services
2009
Leader, Financial Advisors Level 2 (2009 – 2010)
- Leadership Development Center
2005
Field Trainer (2005 – 2007)
2003
Mentor, Financial Advisors
1999
Became a Financial Advisor
// BOA Category //
Career Progression
Meet Julie Singleton
“I had no formal leadership training prior to working at Edward Jones. Over the years, I have come to understand that leadership is just part of working at Edward Jones. We’re all leaders of someone – even if it’s only ourselves at the moment.”
2020
Mentor, Branch Office Administrator Residency Program
Trainee, Veteran Branch Office Administrator
Solution System Advocate
2019
Group Contributor, BOA Residency
2016
Senior Branch Office Administrator Supporting the Performance Leader Branch (2016 – 2018)
Member, BOA 2020 Advisory Panel (2016 – 2017)
2015
Senior Branch Office Administrator Supporting the Women’s Inclusion Leader Branch (2015-2016)
2011
Senior Branch Office Administrator
- Event Coordinator (2014 – 2016)
2009
Mentor, Branch Office Administrator Regional Mentorship Program (2009 – 2018)
2008
Branch Office Administrator (2008 – 2011)
2007
Branch Office Administrator Trainee
Meet Sarai Paljetak
“I give most of my time to mentoring others – and have from day one.”
2019
Mentor, Senior Branch Office Administrator Residency Program
2015
Senior Branch Office Administrator Supporting the Senior Regional Leader Branch
- Mentor, Incoming Branch Office Administrators supporting Senior Regional Leaders
- Member, Advisory Committee for New Regional Leader Branch Team Training (2014-2018)
2009
Senior Branch Office Administrator Supporting the Regional Leader Branch
- Visiting Veteran Branch Office Administrator (2011)
2008
Senior Branch Office Administrator
2007
Branch Office Administrator Supporting the Performance Leader Branch
Branch Office Administrator Service Advocate for the Region (2007 – 2009)
2005
Branch Office Administrator
2004
On-Call Branch Office Administrator
It’s like professional development in the world’s largest sandbox.
Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.
Extra compensation when you need it most – with no ceiling on how much you can earn.
And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?
“As hard as I want to work determines how successful my business can be.”
– Mark Audet, CFP Financial Advisor – St. Louis
Your new career comes with support from day one.
At Edward Jones, we support you with resources and training from day one. You’ll be joining a firm that is consistently recognized and awarded for our training. We believe you’ll see our investment in you as one of the best parts of working at Edward Jones. When you join the client team in your local branch, you won’t be on your own.
Come as you are. We will teach you everything you need to know.
Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.
Put your talent to the test – Working with the industry’s best.
There’s no better way to flex your skillset than working with the best. And you will find the best here. We aggressively recruit a vast array of top talent that help us innovate. And build the tools and systems that support our goal of being the #1 choice for the serious long-term investor. Our clients’ needs are becoming more complex. They have high expectations for a personalized user experience that puts them in control – so they can feel confident managing their financial lives. You won’t be competing with your colleagues to develop the next breakthrough technology. We are a team. Some say a family. And our collaborative culture permeates every aspect of our firm. Including tech innovation. Everyone is working toward the same goal: to create technology to make it easier for our clients to do business with us. And when any of us succeed, it’s a win for all of us.
Your colleagues will inspire you. And hold you accountable.
Our vast resources, solid reputation and commitment to making a meaningful difference in people’s lives attract next-level talent that creates an inspiring work environment. You won’t just be working alongside some of the industry’s best – you will be collaborating with them. Our relationships with our clients and each other are, in a word, authentic. And we hold ourselves accountable to both. Building products, services and technologies that strip out the complexity for our branch teams – and elevate our client-centric experience.
You can see the future. Because you’re building it.
Our client-first focus comes with a promise: to think like them, not just about them. So much so that we can anticipate their needs before even they do. How? By staying ahead of changing regulations and mitigating risk for over 7 million clients. Developing new tools and technologies. Creating data driven innovative business solutions. And building automation, agility and nimbleness into our workflows. So we can pivot on a dime. Prepared to solve future challenges before they ever arise.
// HQ Client Services & Operations Category //
Career Progression
Meet Tara Morgan
“I consider myself a lifelong learner. Having the opportunity to expand my scope of leadership and influence every couple of years has offered me space for continuous growth and development. Through formal mentorships and informal networking, I have been surrounded by exceptional leaders who willingly offer career advice and guidance. Early in my career, I participated in the Leadership Development Associate program. This program offered me real leadership experience and – without a doubt – accelerated my capabilities.”
2020
Director, Tailored Support
2019
Adoption & Integration Service Division
- One Year Special Assignment
2018
Department Leader, Advance Branch Support
2016
Reverse Mentorship to the Firm’s Executive Committee
- One Year Special Assignment
2015
Department Leader, Estates & Security Processing
2012
Team Leader, Estates & Security Processing Service
2011
Leadership Development Program
2010
Service Contractor
Meet Kristian Frazier
“My journey can be best described as one where I made it a point to be vocal about my aspirations to be a leader at the firm. I was not afraid of step into challenging situations while learning new skills and capabilities. In addition, I have been extremely fortunate to have strong leadership who saw my potential and supported me in my development.”
2019
Senior Department Leader, Firm Program Rotation – Client Care Commitment
2016
Department Leader, New Accounts Processing
2013
Senior Team Leader, New Accounts Oversight
2009
Team Leader, Retirement Services
2006
Senior Retirement & Education Specialist
2005
Personal Banker
// HQ Investment Products & Strategy Category //
Career Progression
Meet Diana Gokool Diaz
“Throughout my career I’ve had a number of leaders and mentors that were very supportive and encouraged me to take on additional responsibility and stretch assignments that pulled me out of my comfort zone and promoted both career and personal growth. I’ve shadowed a number of different areas throughout my career to learn more about different roles and career paths. My leaders were always very supportive of this!”
2019
Team Leader, Senior Wealth Strategist – Client Consultation Group
- Leader, Team Leader Development Initiatives in Client Strategies
- Obtained Arizona Life and Health Insurance License
- Obtained Series 24 Registration
2018
Participated in Women’s Leadership Program
Participated in Coaching for Breakthrough for Leaders
Co-Leader, Team Leader Development Initiatives in Client Strategies
2016
Team Leader, Municipal Bond Trading
- Leader, Developing Diverse Talent in Client Strategies Program (2016 – 2018)
- Obtained Series 53 Registration
Tempe Hispanic Business Resource Group/Market Pillar Leader (2016 – 2018)
2014
Participated in Efficacy for People of Color
2013
Participated in Exploring Leadership Program
2012
Corporate Bond Position Trader, Taxable Fixed Income Trading
- Obtained Certified Financial Planner™ designation
2008
Short Term Trader, Taxable Fixed Income Trading
- Obtained Series 7 Registration
- Obtained Series 66 Registration
Start here. Grow your career.
Service and Operations are known as places that grow and develop top talent at the firm. When you join our large divisions, you’ll have many opportunities to learn outside of your role. We have specialized focus areas, all waiting for you to expand your knowledge and contribution. Develop your skills. Work in many settings. And move down the path that interests you most. As your skills grow, your leader may recommend you for opportunities in other areas. Selflessly losing top talent – all in the name of your development. And the success of the firm.
Find your niche. We insist.
Investment Products & Strategy is home to many areas of expertise. This works to your advantage. And supports your professional development. Working in research but curious about trusts? Check it out. Hired in banking but a trader at heart? Give it a try. Passionate about finding innovative ways to help clients protect their goals? Your leaders will encourage you to explore. Mentor you. And connect you with other leaders and colleagues who can show you the way. And you and your leader will have meaningful, performance and development discussions throughout the year. Not only at your annual review. So as your interests evolve, your leader can help you find the next opportunity. So you can find your niche.
Associate Testimonial
We are a firm of good people, doing meaningful work, all focused on helping our clients achieve their goals.
Tyler Kucera
Municipal Bond Trading – Tempe Headquarters
The strength in the solutions we create for our branches and clients comes from seamless integration of our tools; this integration requires close collaboration and communication. As I continue to serve Edward Jones in key initiatives, I know that my network of advocates will continue to grow.
Chris Koo
Firm Strategic Enablement Office – St. Louis Headquarters
I don’t feel like I have to compete with other members of my department to improve. I can go to other members of my department for advice.
Andy Pusateri
Equity and Fixed Income Research
Just having folks who believe in me. In what I can do and what I can become has truly helped me get to where I am today.
Kristian Frazier
Operations – St. Louis
At Jones, the profit center is the branch office. Everything is focused on you – and your ability to serve the needs of your clients.
Jeff Allen
Financial Advisor – Tacoma, WA
I was transitioning away from a career I worked so hard for, but when I asked myself what mattered the most to me and the value of my work, it was the people I was helping. When I came across Edward Jones it was the perfect fit. I liked the idea of running my own business but not having to worry about the logistics of location, real estate, etc.
Nanette Fahrenbruch – Former Attorney
Financial Advisor with Edward Jones since 2000 – Lakewood, CO
You don’t have to have a financial background. Some of us have sales backgrounds, but some of us were teachers or engineers. I think that as long as you’re willing to work hard and have the resiliency to get through building your business, you can be successful.
Jennifer Heal, CFP
Financial Advisor – Roswell, GA
Our clients need to know they are our priority at all times.
Jennifer Hernandez
Senior Branch Office Administrator – Irving, TX
It feels good to be able to work with the financial advisor to help our clients meet their personal and financial needs.
Gwen Peebles
Senior Branch Office Administrator – Oro Valley, AZ
Here at Edward Jones, we have an outstanding benefits package, I have had opportunities for branch and firm bonuses, and fun challenge awards we can earn each trimester. I love knowing there are opportunities for growth for me with this firm.
Jennifer Hernandez
Senior Branch Office Administrator – Irving, TX
Grow your skills – And find your passion.
Your professional development is our priority. World-class training, mentoring and continuing education – that’s a given. But you can expect so much more. Digital transformation throughout the firm creates a steady stream of opportunities for you to stretch your skills. In different tech areas – and different business areas. We promote collaboration and movement between divisions and departments. And encourage you to understand the business drivers by plugging you into design sprints, research projects and situations where you can see our workflows firsthand. Helping you find your passion, with so many paths to get there.
Bring your skills and experience here. We’ll find a place to put them to work.
Tech? HR? Marketing? Operations? You’ve got the skills. We’ve got the team. We are a large firm with many areas of expertise but each division is small enough for you to make an impact. And you can test the waters in other areas. We encourage it. Learning new skills and gaining leadership experience along the way.
// HQ Generic Category //
Associate Testimonial
Although I’ve worked in the Information Systems division since I started at Edward Jones, I’ve had the pleasure of building relationships across divisions as I’ve worked on key projects for the firm.
Chris Koo
Firm Strategic Enablement Office – St. Louis Headquarters
Edward Jones has helped create a path to define what career trajectory can look like and, more importantly, how to realize the opportunities ahead. Personally, with a focus on performing at a high level, representing myself and my firm in a professional way and building trusted relationships, there is no limit to what can be achieved here.
Miquez C. Hadley
Branch Region and Development – St. Louis Headquarters
When it comes to your compensation, we want to be clear.
#1 Your performance drives your compensation – and we won’t limit it with earning caps. Not now, not ever.
#2 Our compensation is competitive and multi-faceted. Commissions and trimester bonuses – based on individual branch and firm profitability – make up the bulk of your variable income. But your total payout may include travel awards and profit sharing. And the opportunity to be rewarded for transitioning client relationships to financial advisors looking to grow.
#3 Our compensation is simple and transparent. We make it easy to understand how you are rewarded and strive to minimize grid changes. You know exactly what to expect and how to impact your results.
Our partnership structure frees you to focus on your clients.
Being a partnership makes us distinctly different from our competitors. More than a structure, it’s a mindset. And it permeates every aspect of our business. From how we work with each other – think collaboration not competition – to our long-term investment philosophy. It’s most at work in our shared focus on doing what’s right for the client. And it’s easy for us to do. Because we have no competing interests. No shareholders clamoring for short-term profits. We can take the long view, because we only answer to our clients. And to ourselves. Our financial advisors find this single-minded focus freeing. A clear mandate for success. And a clear path to get there.
Transitioning your practice is a difficult decision. We’re here to help.
Moving your practice to another firm may be the most stressful decision of your professional life. We understand. And our transition team is here to help. From early days when you are just beginning to consider the opportunity. To that glorious first day of opening your practice. And our support is not one-size-fits-all. We will tailor your transition to you and your practice – with you leading the way. Ensuring a smooth transition for you and your clients. And a solid path forward for next-level growth.
Investing in You
As a valued branch-team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and promotes the well-being of you and your family.
Investing in You
As a valued branch team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and supports the well-being of you and your family.
Upcoming Events
Planning with Purpose: The Human Side of Succession
April 8 @ 3:30 pm
April 8 @ 4:00 pm
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Due Diligence for Registered Advisors - Coral Gables
April 15 @ 5:00 pm
April 17 @ 1:00 pm
1200 Anastasia Avenue
https://www.cvent.com/d/t3q106
Explore Your Future for Registered Advisors On-Demand Webinar
March 2 @ 8:00 am
April 5 @ 8:00 pm
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Upcoming Events
Financial Advisor Opportunity for Career Changers On-Demand Webinar
March 2 @ 8:00 am
April 5 @ 8:00 pm
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Upcoming Events
Client Support Team Opportunity On-Demand Webinar
March 2 @ 8:00 am
April 5 @ 8:00 pm
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Headquarters Events
Occasionally we have recruiting events providing unique opportunities to network with hiring leaders and recruiters. Currently there are no events scheduled – please check back soon.
Awards & recognition
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