In today’s market, clients face extreme choices – go with a robo-advisor service that lacks the human touch or with a financial advisor who may lack cutting-edge technology. It’s a “both-and” at Edward Jones. Our clients benefit from a close relationship with a trusted financial advisor – and the latest data-analysis tools.
As an Edward Jones financial advisor, you will enjoy innovative systems that offer:
- Efficiency – An integrated tool suite automatically updates in multiple systems, saving time and reducing duplicate efforts.
- Analytics – Business goal-planning tools provide analysis to develop effective client-creation strategies.
- Accessibility – Mobile and remote system access allows you to work from anywhere.
- Continued learning – A desktop eLearning system provides access to new practice management skills.
- Connectivity – Social media and electronic marketing tools enable you to connect with clients and prospects.
A best-in-class digital experience that complements our best-in-class branch experience.
We continually invest in our technology tools to enhance the experience we know clients want – to be informed, understood, in control and secure.
We built our digital client experience around easy-to-use client tools such as portals, mobile app, e-signature capabilities, progress-tracking, texting and other digital communications channels. Designed from a client-first perspective, these tools help clients go beyond portfolio balancing to tackling issues like personalization, fundamental investment trade-offs and goal management. Putting them in control so they can manage their financial lives with confidence.
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