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Study Specialist
Edward Jones Investments
St. Louis, MO, United States
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Opportunity Overview
Department: Financial Advisor TA - Study Team
Description:
Are you a results-driven professional who thrives on managing multiple timelines and projects? Have you been successful boiling down technical concepts into easy to understand materials with the ability to adjust your communication style to the audience? Would your colleagues describe you as dependable, reliable, and team oriented? If so, Edward Jones could be the career destination for you to join our team as a Study Specialist.
Key Responsibilities:
Study Specialists are a part of Branch Training within our Branch Development division. Associates in this department develop the knowledge, skills and attitudes of our FAs. Study Specialists are content experts providing support and managing trainee performance in order to help them pass their Series 7 and 66 exams in an 8-week period. This support is provided by answering incoming questions, making proactive calls to trainees, offering technical support teaching financial concepts and industry terminology, and communicating performance expectations.
Position Requirements
• Bachelor’s degree OR equivalent work experience
• 3+ years teaching/training experience preferred
• Candidates hired for the position will be required to obtain a Series 7 license, Series 66 license within the first 10 weeks of hire; a study calendar and study materials will be provided
• Ability to motivate and lead others, facilitate conversations and train content
• Excellent verbal and written communication, facilitation and organizational skills
• Obtain knowledge of firm’s termination and HR procedures and policies
• Ability to manage multiple priorities, coordinate numerous tasks and monitor own progress
• Microsoft Office Suite experience (Outlook, Excel, Word, and PowerPoint)
• Financial industry knowledge is a plus
Company Description
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Awards and Accolades
• Edward Jones ranked No. 5 in the FORTUNE 100 Best Companies to Work For® list for 2017
• In 2016, Fortune Magazine ranked us seventh on their list of the 100 Best Workplaces for Women. The list is based, among other things, on employee benefits, flexible scheduling and work-life balance.
Fortune and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.
EEO Statement
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.