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Academic Training Leader
Edward Jones Investments
St. Louis, MO, United States
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Opportunity Overview
Department: Financial Advisor Career Development
Description:
Do you have a desire to shape someone's professional development in the earliest stages of their career? Are you a results-driven, team-oriented professional who is passionate about facilitating discussions, delivering training and providing one-on-one coaching? If so, the Academic Training Leader (ATL) position in the Financial Advisor Career Development (FACD) program could be the right opportunity for you!
ATLs are focused on leading and developing successful Financial Advisors capable of deeply serving client needs. This is achieved through the delivery of training and application experiences, which use education, exercise, and implementation of learned skills to build and refine Financial Advisor competencies. ATLs provide training, facilitation and coaching through group interactions and one-on-one relationships, and are instrumental in shaping the future of Financial Advisors and the FACD program.
Key Responsibilities:
• Work as part of a cohesive team to equip Financial Advisors with knowledge and skills through training, coaching and professional development
• Develop one-on-one relationships with Financial Advisors in the FACD program to provide a tailored experience
• Use active, discussion-based facilitation to engage various learning styles
• Lead projects that support department goals; identifies and implements process improvement
• Engage and communicate with the firm's regional leadership teams
• Set performance expectations and check weekly results; provide accountability, documentation, and communication of performance data with key stakeholders
Position Requirements
• Candidates hired for the position will be required to obtain a Series 7 license (Securities Industry Essentials exam and Top-Off Series 7) and Series 66 license within the first 10 weeks with a two time testing policy; a study calendar and study materials will be provided
• State life and health insurance licenses must be obtained within 12 months of hire
• Minimum of three years training/teaching, coaching and/or sales experience required
• Strong communication, facilitation and organizational skills
• Bachelor's degree highly preferred
• Edward Jones Financial Advisor experience preferred
Company Description
At Edward Jones, we help clients achieve their serious, long-term goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 12,200+ branch offices in the neighborhoods where our nearly 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 them. 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
Our commitment to providing a workplace that both challenges us and rewards our associates has contributed to our inclusion in the FORTUNE 100 Best Companies to Work For list for 2016. The firm ranked No. 10 overall in its 17th appearance on the prestigious list.
EEO Statement
Edward Jones does not discriminate on the basis of race, color, religion, sex (including gender identity, sexual orientation and pregnancy), national origin, age, veteran status, disability, genetic information or any other basis prohibited by applicable law.