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    Experience Advisor Onboarding Specialist - Tempe, United States - Edward Jones

    Edward Jones
    Edward Jones Tempe, United States

    3 weeks ago

    Edward Jones background
    Description
    Join a financial services firm where your contributions are valued.

    Edward Jones is a Fortune 5001 company where people come first. With over 8 million clients and 19,000 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 .

    1

    Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

    The Experienced Advisor Onboarding Specialist will provide on-site dedicated onboarding support for Experienced Financial Advisors and Emerging Producers to ensure an ideal client transition and the new recruits are given the opportunity to experience what Edward Jones has to offer.


    Key Responsibilities:

    Partner with Transition & Integration Team to create onboarding plan for Experienced Financial Advisor recruit and/or branch team


    Provide on-site onboarding support and just-in-time training of systems, compliance, and required firm training to recruit and/or branch team



    Collaborate with Transition & Integration Manager to devise and implement a tailored transition plan for each Experienced Financial Advisor (EFA) / Emerging Producer (EP) so they can successfully conduct business at Edward Jones (this includes creating plan around inherited assets and new assets to the firm) and set appropriate expectations with parties involved.


    Identify additional resources as needed upon completion of assignment (i.e. on call BOA)


    Proactively provide coaching, best practices, and advice to ensure a successful transition.



    Act as main point of contact for the Transition & Integration Manager/Specialist to effectively identify and address any problems, concerns, and unresolved client transition issues from point of payroll until end of assignment.


    Develop and maintain working partnerships with internal and external constituents.


    Act as a resource to explain firm policies and procedures as it relates to Financial Advisors.


    When not on assignment or "on-location" will provide EP1 training remotely.



    Partner with the Transition & Integration Manager to work with Field Leadership to integrate the recruit into the region at the end of assignment.

    Bachelor's degree preferred


    Series 7 and 66 (or 63/65 equivalent) registrations required


    Resident state insurance license - life, health, and variable/fixed annuity within 90 days


    Five years of relevant experience


    Travel required 75-80% of time


    Strong Product Knowledge (both internal and external)



    Must have working knowledge of all Jones systems and tools, including; Joneslink, Financial Foundations, Portfolio, Advisory Solutions, Relationship Manager and 5 Star Relationship.


    Flexibility with scheduling and working around branch team's schedule


    Good organizational skills in order to align with the needs of the recruit


    Communication and presentations skills, including ability to provide positive motivation and encouragement to branch teams.


    Strong client service skills, including the ability to work well in emotionally charged situations



    Industry or firm experience is required to understand the impact the role's decisions have on many areas of the firm and to engage in meaningful partnerships with the Transition & Integration team to positively impact both the recruit and the firm.

    At Edward Jones, w e 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


    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.


    At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.

    Visit our career site


    to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing.

    The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

    #J-18808-Ljbffr
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