Edward Jones Employee Reviews about "home office"

Updated Nov 9, 2021

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Found 290 of over 3,717 reviews

4.0
72%
Recommend to a Friend
87%
Approve of CEO
Edward Jones Managing Partner  Penny Pennington
Penny Pennington
703 Ratings
Pros
  • "At Edward Jones you are treated like a valued employee(in 275 reviews)

  • "Home office staff can help you figure out pretty much anything you don’t know how to do(in 198 reviews)

  • Cons
  • "The financial advisor you work with dictates your experience at the job(in 247 reviews)

  • "Didn’t like door knocking aspect of the job(in 204 reviews)

  • More Pros and Cons
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    Financial Advisors

    1y

    works at 

    Edward Jones

    Ive currently worked at Edward Jones for 2 years. I have 54mm AUM, grossing approximately 480k annual revenue. I have considered going independent, but don’t know a ton about that process. I am looking to build a team and grow my practice beyond the limitations of Edward Jones. What is the recommended process to start looking at options?

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    Reviews about "home office"

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    1. Edward Jones - Branch Office Administrators | Division of Edward Jones
      5.0
      Current Employee, more than 5 years

      The perfect fit for a 2nd career

      Nov 9, 2021 - Senior BOA in O'Fallon, MO
      Recommend
      CEO Approval
      Business Outlook

      Pros

      Branch offices are typically made up of teams of 2 (Financial Advisor & BOA), so naturally the dynamic between them must be, like a marriage, well balanced. My FA & I have quickly risen from Level 0 to Level 7 (out of 10). As your office advances in profitability & net assets under care, so does both party's bonus opportunities, which can substantially boost your compensation. In my case, my FA & I smoothed out any rough edges over the last couple of years & now operate as a very effective team. After working as a Project Manager at IBM at a high pressure Client site with lots of office politics to work around, the BOA position was a perfect fit after a hiatus of 15 years to raise my kids. NO office mates, so no drama. You don't really feel isolated though, because you are constantly interacting with Clients, Home Office (by phone) & of course your Financial Advisor.

      Cons

      At first, the learning curve is steep. Just when you get your head around a process or tool, it changes. If you do not like to be challenged in this way, it can be overwhelming.

      1 person found this review helpful