Financial Services Coordinator

6 days ago


Burley, Idaho, United States Edward Jones Full time

**Edward Jones: A Career Built on Partnership and Positive Impact**

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We're a Fortune 500 company, proudly serving over 8 million clients across the U.S. and Canada with a team of 19,000 financial advisors. At Edward Jones, we prioritize our clients' needs above all else, fostering a culture of innovation, flexibility, and inclusion.

A Human-Centered Approach to Financial Services

As a Branch Office Administrator (BOA), you'll be an integral part of our client-centric approach, working closely with financial advisors to deliver exceptional personalized service. Your primary responsibility will be getting to know our clients so well that you can identify their problems before they become major issues.

Your Role in Our Success

You'll play a vital role in helping clients achieve their long-term financial goals by:

  • Delivering exceptional personalized service to ensure clients feel understood and informed
  • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Actively listening for situations in the clients' lives that may indicate a need for additional services
  • Driving marketing activities such as planning and executing events

Benefits of Working at Edward Jones

We offer a comprehensive compensation and benefits package, including:

  • Medical and prescription drug coverage
  • Dental and vision coverage
  • Voluntary benefits, such as accident, hospital indemnity, and critical illness insurance
  • Short- and long-term disability coverage
  • Basic life and basic AD&D coverage
  • A 401(k) retirement plan
  • Tax-advantaged accounts, including a health savings account and flexible spending account
  • Ten paid holidays and 15 days of vacation for new associates, as well as sick time, personal days, and a paid day for volunteerism

Competitive Compensation

We believe in fair and competitive compensation for our BOAs. The hiring minimum is $20.00 per hour, and the hiring maximum is $22.26 per hour. Additionally, there are opportunities for merit-based salary increases as you progress in your career.

Requirements and Qualifications

To succeed as a BOA, you'll need:

  • The ability to deepen and broaden client relationships
  • The ability to identify opportunities to create efficiency
  • Strong ability to work independently
  • The ability to manage multiple priorities in a deadline-driven environment
  • Proficiency in current and new office technology
  • A willingness to learn how financial services and markets work

About Us

At Edward Jones, we're committed to creating a workplace where everyone feels valued, respected, and supported. We strive to build a diverse and inclusive environment that encourages collaboration, growth, and professional development.



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