Personal Financial Advisors

HigherEd - Salesforce Partner Alliances Director
19388
Chandler, AZ
8/20/2024 2:33:00 PM
CRM
FTE - IntraEdge

Job Description
IntraEdge, Inc. is a leading provider of technology solutions and services, specializing in Salesforce higher education implementations, consulting, and support. With a focus on delivering exceptional client experiences, IntraEdge helps organizations achieve their business objectives through innovative technology solutions.

Location: United States/Canada

The Salesforce Partner Alliances Director will be responsible for developing and managing a robust channel partner ecosystem within the Higher Education industry. This role involves recruiting, enabling, and supporting channel partners to drive sales and market penetration of Salesforce solutions within colleges and universities.
Job Requirements

Responsibilities:
Develop and execute a comprehensive channel strategy aligned with the company's overall business objectives for the Higher Education market.
Work with sales and delivery teams to develop an overall go to market strategy and blueprint.
Recruit, onboard, and manage a network of channel partners, independent software vendors (ISVs), systems integrators (SIs), and other strategic partners.
Establish and maintain strong relationships with channel partners, providing them with the necessary training, resources, success metrics, and support to achieve sales goals.
Develop and implement channel partner incentive programs and sales enablement tools.
Collaborate with sales and marketing teams to develop joint go-to-market strategies and campaigns.
Track and analyze channel partner performance metrics to identify opportunities for improvement and growth.
Stay up to date on industry trends, competitive landscape, and Salesforce product offerings.

Qualifications:
Bachelor's degree in business, marketing, or related field.
Minimum of 5 years of experience in channel management or business development within the technology industry.
Proven track record of building and managing successful channel partnerships.
In-depth knowledge of the Salesforce platform and ecosystem.
Strong understanding of the Higher Education market and its specific needs.
Excellent communication, interpersonal, and presentation skills.
Ability to build and maintain strong relationships with internal and external stakeholders.
Strong analytical and problem-solving skills.
Ability to work independently and as part of a team.

Additional consideration for:
Experience working with Salesforce for Education Cloud.
Knowledge of CRM and other higher education software solutions.
Experience with channel partner relationship management (PRM) software.

If you're a passionate and results-oriented partner and alliances lead who thrives on growing your network and building relationships, we want to hear from you!

HigherEd - Salesforce Marketing Cloud Solution Architect
19395
Chandler, AZ
8/20/2024 4:14:00 PM
CRM
FTE - IntraEdge

Job Description
IntraEdge is seeking a seasoned Salesforce Marketing Cloud Architect with a deep understanding of higher education to join our team. This role is pivotal in designing, implementing, and optimizing comprehensive marketing automation solutions for our clients in the higher education sector. The ideal candidate will possess a strong blend of technical expertise and strategic thinking to drive successful marketing campaigns and improve student recruitment, engagement, and retention.
Location: United States/Canada

Are you a visionary Salesforce Marketing Cloud Solution Architect with a passion for transforming higher education with Marketing Cloud?

IntraEdge is seeking a highly skilled and experienced Salesforce Marketing Cloud Solution Architect to lead the design, development, and implementation of innovative marketing solutions for the higher education industry. The ideal candidate will possess a deep understanding of higher education marketing challenges and opportunities, as well as a proven track record of success in leveraging Salesforce Marketing Cloud to drive student recruitment, engagement, and retention.

Job Requirements
Responsibilities:

Lead the architecture and design of complex Salesforce Marketing Cloud solutions aligned with higher education business goals.
Develop and implement comprehensive data strategies, including data integration, cleansing, and segmentation.
Architect and execute multi-channel marketing campaigns across email, SMS, mobile, and social media channels.
Leverage AI and machine learning capabilities within Marketing Cloud to optimize campaign performance.
Integrate Salesforce Marketing Cloud with other Salesforce clouds (Sales Cloud, Service Cloud, Education Cloud) utilizing the Marketing Cloud Connector and external systems.
Provide functional leadership and mentorship to the marketing cloud team.
Stay up to date with the latest Salesforce Marketing Cloud features and leading practices.
Collaborate with clients to understand their marketing objectives and translate them into functional requirements.
Work with the leadership, sales, and alliances team to develop a go-to-market strategy with prescribed service offerings for higher education clients.
Support the development of RFP responses, proposals, and SOWs.
Support orals presentations in response to proposals for clients.
Work with Salesforce AEs and SEs to develop go-to-market messaging and assets to support the sales pipeline.
Qualifications:

Bachelor's degree in Marketing, Information Technology, or related field.
5+ years of experience in Salesforce Marketing Cloud implementation and architecture.
Experience with Salesforce Journey Builder, Automation Studio, and Interaction Studio.
Salesforce Marketing Cloud Consultant Certification required.
Proven experience in higher education marketing and student recruitment.
Strong understanding of data management, analytics, and reporting.
Expertise in email marketing, SMS, mobile marketing, and social media marketing.
Experience with data integration and ETL processes.
Strong analytical and problem-solving skills.
Strong project management and organizational skills.
Excellent communication and interpersonal skills.
Additional Considerations for:

Knowledge of industry standards and regulations (e.g., FERPA, GDPR, CAN-SPAM, etc).
Experience with data analytics and reporting tools (e.g., Tableau, Google Analytics).
Understanding of marketing automation platforms and technologies.
Experience with Salesforce Data Cloud and/or other CDP solutions.
If you're a passionate and results-oriented solution architect who thrives on creative problem-solving, we want to hear from you!

HigherEd - Salesforce Account Executive
19390
Chandler, AZ
8/20/2024 2:52:00 PM
CRM
FTE - IntraEdge

Job Description
IntraEdge, Inc. is a leading provider of technology solutions and services, specializing in Salesforce Higher Education implementations, consulting, and support. With a focus on delivering exceptional client experiences, IntraEdge helps organizations achieve their business objectives through innovative technology solutions.

Location: United States/Canada

IntraEdge is seeking a dynamic Salesforce Account Executive to join its Higher Education team. As a key member of our sales organization, you will play a pivotal role in driving revenue growth by identifying, qualifying, and closing sales opportunities within the Higher Education market.
Job Requirements
Responsibilities:
Identify, qualify, and develop new sales opportunities within the Higher Education market and maintain an accurate pipeline with supporting details in the CRM .
Build and maintain strong relationships with key decision-makers at target Higher Education institutions and the Salesforce alliance network.
Understand the unique needs and challenges of Higher Education institutions and effectively communicate how Salesforce solutions can address them.
Develop and execute strategic account plans to drive revenue growth and customer satisfaction.
Collaborate with the sales and delivery teams to ensure successful project implementation and customer retention including continuous feedback loops for process improvement.
Achieve and exceed sales quotas and key performance indicators.
Participate in industry conferences and events to generate leads and build brand awareness.
Effectively navigate Higher Education procurement processes and facilitate internal reviews.
Leading RFP responses and developing SOWs for client engagements.
Qualifications:
Bachelor's degree in business, marketing, or a related field.
5+ years of successful sales experience in the Higher Education industry.
Proven track record of meeting and exceeding sales quotas.
Strong understanding of the Higher Education landscape and the challenges faced by institutions.
In-depth knowledge of Salesforce and its applications in Higher Education.
Excellent communication, presentation, and negotiation skills.
Ability to build and maintain strong customer relationships.
Self-motivated and results-oriented with a strong work ethic.
Ability to successfully operate in high growth, fast-paced organization.
Proactive sales style and approach.
Consistent over-achievement of quota and revenue goals.
Experience calling on C-suite and key executives within a client's organization.
Strong operational and analytical abilities.
Excellent written and verbal communication skills.

Additional consideration for:
Salesforce implementation sales experience is highly preferred.
Experience with Salesforce CRM.
Knowledge of Higher Education admissions, student lifecycle management, and fundraising processes.

If you're a passionate and results-oriented account executive who thrives on growing your network and building relationships, we want to hear from you!

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
Navigates multiple systems to migrate clients to on-line and self-delivery channels that enable constant account access
Must be flexible to work variable shifts between Monday – Friday, 8:30am – 6:30pm EST; 40 hours per week

Desired Qualifications:

Experience in a call center and/or a financial/banking center
Customer service experience​

Skills:

Account Management
Customer and Client Focus
Issue Management
Oral Communications
Active Listening
Adaptability
Problem Solving
Risk Management
Attention to Detail
Business Acumen
Valuation Ethics and Practice Standards

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

PagerDuty empowers teams of all kinds to do the critical work that moves business forward through the PagerDuty Operations Cloud.

Visit our careers site (https://careers.pagerduty.com/home) to explore life at PagerDuty, discover opportunities, and sign-up for job alerts!

**Locations: California/ Colorado**

**Overview of the Role**

PagerDuty is seeking a **Majors Account Executive** with experience in growing existing accounts and acquiring new business. In this hybrid role, you will report to a Regional Sales Director. You will be responsible for expanding opportunities within a set of existing high-value accounts while also driving new customer acquisition. We’re looking for a dynamic, consultative sales leader who understands the nuances of nurturing long-term relationships and winning new business—someone who thrives in a tech-forward environment and is passionate about delivering impactful solutions.

You will manage a portfolio of approximately 30 to 50 accounts, focusing on a balanced approach to expanding existing relationships and prospecting for new logos within the space. Your ability to align our operations cloud story with multiple stakeholders across these accounts while identifying and closing new business is key to your success.

As a customer-centric organization, PagerDuty emphasizes exceptional sales experiences. We’re seeking someone who can build lasting relationships while pursuing strategic growth. This role is an exciting opportunity to showcase your sales expertise, leverage your tech skills, and make a significant impact by growing and diversifying the customer base.

**Key Responsibilities**

+ **Value Selling** Focus on demonstrating the unique value our products and services bring to both new and existing customers, addressing specific needs and challenges that drive their business forward.

+ **Account Expansion & Acquisition** Balance your time between growing existing accounts and prospecting for new business. Identify new revenue opportunities within current accounts while developing and executing strategies to win new accounts, including crafting tailored outreach to key decision-makers.

+ **Strategic Account Development** Develop and execute strategic plans to expand accounts and identify new high-potential opportunities. Stay aligned with customer objectives and business needs while leveraging competitive intelligence and industry trends.

+ **Sales Effectiveness** Establish and maintain strong, authentic relationships with both new and existing clients. Negotiate positive outcomes, ensuring mutual success with current accounts while securing new deals with prospective clients.

+ **Executive Engagement** Conduct high-level conversations with senior executives (VP+) to uncover strategic needs and align our solutions to their business challenges. Lead discussions around both new sales opportunities and expansions within existing accounts.

+ **Sales Execution** Ensure thorough and accurate pipeline management, with careful preparation for meetings and presentations. Follow up on commitments and agreements to contribute to the long-term strategic success of both the customer and PagerDuty.

+ **Prospecting & New Business Development** Utilize marketing, alliances, and BDR programs to uncover new logo opportunities. Proactively qualify prospects, develop strategies to win new business, and create plans to convert leads into customers.

+ **Planning & Forecasting** Map out territory and account strategies, working with internal resources to develop an effective sales approach. Use historical data and market insights to provide accurate and actionable forecasts.

+ **Cross-functional Collaboration** Engage the right internal resources at the right time, coordinating with support teams to drive deals forward across existing and new accounts. Ensure a seamless customer experience from prospecting to post-sale.

**Basic Qualifications**

+ 5+ years of field sales experience, with a focus on software/SaaS sales

+ 3+ years of experience in expanding relationships within existing accounts and acquiring new business

+ Commercial or Enterprise Account Management experience with $500M+, Global 2000 companies

+ Proven track record in selling across multiple products or services

**Preferred Qualifications**

+ Strong time management, complex deal management, account planning, and analytical skills

+ Consistent history of exceeding sales targets and driving revenue growth

+ Self-starter with the ability to work independently and collaborate effectively with teams

+ Experience with Sales Methodology training (e.g., MEDDIC, SPIN, Command of Message, Challenger Sales)

This role offers the unique opportunity to work across both account expansion and new customer acquisition, making it ideal for an ambitious, versatile sales professional eager to drive meaningful growth. Join Pagerduty and be part of a team that values innovation, customer success, and building strong, sustainable partnerships.

If you are 50 miles from the office, this role is expected to come into our San Francisco office 2 to 3 times per week/month, so you can thrive in your new role and fully embrace being a Dutonian! **Must be based close to San Francisco (Sacramento, Los Angeles, San Francisco) if 50 miles from office, or can be remote in California/ Colorado.**

The base salary range for this position is 105,000 - 125,000 USD. This role may also be eligible for bonus, commission, equity, and/or benefits.

Our base salary ranges are determined by role, level, and location. The range, which is subject to change based on primary work location, reflects the minimum and maximum base salary we expect to pay newly hired employees for the position. Within the range, we determine pay for an individual based on a number of factors including market location, job-related knowledge, skills/competencies and experience.

Your recruiter can share more about the specific offerings for this role, as well as the salary range for your primary work location during the hiring process.

**Not sure if you qualify?**

Apply anyway! We extend opportunities to a broad array of candidates, including those with diverse workplace experiences and backgrounds. Whether you're new to the corporate world, returning to work after a gap in employment, or simply looking to take the next step in your career path, we are excited to connect with you.

**Where we work**

PagerDuty currently has offices in Atlanta, Lisbon, London, San Francisco, Santiago, Sydney, Tokyo, and Toronto. We offer a hybrid, flexible workplace. We also provide ample opportunities for in-person and virtual connection, like team offsites and volunteering events.

**How we work**

Our values are deeply embedded in how we operate and the people we bring on board. You will see our values ingrained in how we support our customers, collaborate with our colleagues, develop our products and foster an inclusive and empathetic work culture.

+ Champion the Customer | Put users first to design great products and experiences.

+ Run Together | Build strong teams that amplify our impact on users.

+ Take the Lead | Disrupt and invent to be the first choice for users.

+ Ack + Own | Take ownership and action to deliver more efficiently to users.

+ Bring Your Self | Bring your best self to build empathy and trust with users.

**What we offer**

**One way we ensure our employees are inspired to do their best is through a comprehensive total rewards approach that supports them and their loved ones. As a global organization, our programs are competitive with industry standards and aligned with local laws and regulations. Learn more, including country-specific offerings, on our** benefits site (https://careers.pagerduty.com/global-benefits) **.**

**Your package may include:**

+ Competitive salary

+ Comprehensive benefits package from day one

+ Flexible work arrangements

+ Generous paid vacation time

+ Paid holidays and sick leave

+ Dutonian Wellness Days - scheduled company-wide paid days off in addition to PTO

+ Company equity*

+ ESPP (Employee Stock Purchase Program)*

+ Retirement or pension plan*

+ Paid parental leave - up to 22 weeks for pregnant parent, up to 12 weeks for non-pregnant parent (some countries have longer leave standards and we comply with local laws)*

+ HibernationDuty - an annual company paid week off when everyone at PagerDuty, with the exception of a small, coverage crew, is asked to take a much needed break to truly disconnect and recharge

+ Paid volunteer time off - 20 hours per year

+ Company-wide hack weeks

+ Mental wellness programs

_*Eligibility may vary by role, region, and tenure_

**About PagerDuty**

PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. The PagerDuty Operations Cloud revolutionizes how critical work gets done, and powers the agility that drives digital transformation. Customers rely on the PagerDuty Operations Cloud to compress costs, accelerate productivity, win revenue, sustain seamless digital experiences, and earn customer trust. More than half of the Fortune 500 and more than two thirds of the Fortune 100 trust PagerDuty including Cisco, Cox Automotive, DoorDash, Electronic Arts, Genentech, Shopify, Zoom and more.

Led by CEO Jennifer Tejada, PagerDuty’s Board of Directors is 50% female and 62% URP representation. We strive to build a more equitable world by investing 1% each of company equity, product, and employee volunteer time.

PagerDuty is Great Place to Work-certified™, a Fortune Best Workplace for Millennials, a Fortune Best Medium Workplace, a Fortune Best Workplace in Technology, and a top rated product on TrustRadius and G2.

Go behind-the-scenes on our careers site (https://careers.pagerduty.com/home) and @pagerduty on Instagram.

**Additional Information**

PagerDuty is committed to creating a diverse environment and is an equal opportunity employer. PagerDuty does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, parental status, veteran status, or disability status.

PagerDuty is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. Should you require accommodation, please email accommodation@pagerduty.com and we will work with you to meet your accessibility needs.

PagerDuty uses the E-Verify employment verification program.

Do you have entry level sales experience and are looking to join an organization where you can build a career? Are you inspired by the opportunity to bring your talents to our diverse community and challenge the health care industry status quo with innovative testing that puts people first? If so, Labcorp has an exciting opportunity for a Key Account Executive (Sales Representative).

This is a unique opportunity to join a leading global life sciences company and a team focused on advancement in patient health and powers clear, confident decisions through its diagnostics and drug development offerings, selling the benefits of Labcorp in outpatient healthcare offices.

As a Key Account Executive, you will be responsible for managing a large existing book of business while also introducing focus specialty products, analytical platforms and workflow efficiencies to our clients.

The territory for this position will cover the Scottsdale and Phoenix Metro areas of Arizona. It will require mostly day travel with little overnight travel. **The ideal candidate will reside within the territory.**

We are seeking a competitive and collaborative individual with a high degree of communication and business acumen skills who enjoys growing and working with a high-performing team across a wide variety of high-growth areas.

**Job Duties/Responsibilities:**

+ Educate, instruct, and upsell all assigned and newly generated accounts in an assigned territory

+ Act as a liaison between the client and the Labcorp operations team in relation to client needs

+ Provide ongoing service and timely resolution to customer base

+ Ensure customer retention by providing superior customer service

+ Recommend solutions that are client focused

+ Provide account management for client's day to day operations

+ Collaborate with entire sales team to grow book of business

+ Meet and exceed monthly retention and upsell goals

**Requirements:**

+ Bachelor's degree is strongly preferred

+ Previous sales experience or account management of 3+ years is preferred

+ Experience in the healthcare industry is a plus

+ Proven success managing a book of business

+ Superior customer service skills with the ability to develop trust-based relationships

+ Effective communication skills, both written and verbal

+ Ability to deliver results in a fast paced, competitive market

+ Excellent time management and organizational skills

+ Proficient in Microsoft Office and Excel

+ Valid driver's license and clean driving record

**Benefits:** Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please click here (https://careers.labcorp.com/global/en/us-rewards-and-wellness) **.**

**Labcorp is proud to be an Equal Opportunity Employer:**

As an EOE/AA employer, Labcorp strives for diversity and inclusion in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications of the individual and do not discriminate based upon race, religion, color, national origin, gender (including pregnancy or other medical conditions/needs), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law.

**We encourage all to apply**

If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site (https://careers.labcorp.com/global/en/accessibility) or contact us at Labcorp Accessibility (Disability_apply@LabCorp.com) .

For more information about how we collect and store your personal data, please see our Privacy Statement (https://www.labcorp.com/about/web-privacy-policy) .

**You could say we're at the center of the center.**

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

**Job Overview**

**Position Schedule:** Full-Time

1. The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

**The Position:**

The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role.

We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally.

**Key Responsibilities:**

+ Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team

+ Work daily to re-engage clients with our firm and to serve clients who are already engaged

+ Provide excellent client service and tailored client solutions to meet the clients' needs

+ Provide initial contact and ongoing guidance and service to the clients

+ Research and resolve any service issues or unfinished tasks

+ Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service

+ Keep the department apprised of any Compliance/Field Supervision concerns

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $72700

**Hiring Maximum:** $119800

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Job Overview

**Skills/Requirements**

*Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.

• Insurance license may be required in the future (life, health and variable annuity)

• 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.

• Bachelor's degree in a business-related field is strongly preferred

• Ability to seek, receive and implement feedback.

• Strong critical thinking skills are necessary.

• Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.

• Extensive flexibility, reliability and sound decision making skills

• Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.

• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.

• H.B.A. associates would have their home office audited annually

**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Skills/Requirements

**Awards & Accolades**

At Edward Jones, we 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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

\#LI-HO

**You could say we're at the center of the center.**

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

**Job Overview**

**Position Schedule:** Full-Time

1. The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

**The Position:**

The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role.

We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally.

**Key Responsibilities:**

+ Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team

+ Work daily to re-engage clients with our firm and to serve clients who are already engaged

+ Provide excellent client service and tailored client solutions to meet the clients' needs

+ Provide initial contact and ongoing guidance and service to the clients

+ Research and resolve any service issues or unfinished tasks

+ Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service

+ Keep the department apprised of any Compliance/Field Supervision concerns

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $72700

**Hiring Maximum:** $119800

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Job Overview

**Skills/Requirements**

*Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.

• Insurance license may be required in the future (life, health and variable annuity)

• 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.

• Bachelor's degree in a business-related field is strongly preferred

• Ability to seek, receive and implement feedback.

• Strong critical thinking skills are necessary.

• Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.

• Extensive flexibility, reliability and sound decision making skills

• Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.

• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.

• H.B.A. associates would have their home office audited annually

**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Skills/Requirements

**Awards & Accolades**

At Edward Jones, we 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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

\#LI-HO

**You could say we're at the center of the center.**

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

**Job Overview**

**Position Schedule:** Full-Time

1. The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

**The Position:**

The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role.

We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally.

**Key Responsibilities:**

+ Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team

+ Work daily to re-engage clients with our firm and to serve clients who are already engaged

+ Provide excellent client service and tailored client solutions to meet the clients' needs

+ Provide initial contact and ongoing guidance and service to the clients

+ Research and resolve any service issues or unfinished tasks

+ Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service

+ Keep the department apprised of any Compliance/Field Supervision concerns

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $72700

**Hiring Maximum:** $119800

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Job Overview

**Skills/Requirements**

*Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.

• Insurance license may be required in the future (life, health and variable annuity)

• 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.

• Bachelor's degree in a business-related field is strongly preferred

• Ability to seek, receive and implement feedback.

• Strong critical thinking skills are necessary.

• Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.

• Extensive flexibility, reliability and sound decision making skills

• Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.

• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.

• H.B.A. associates would have their home office audited annually

**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Skills/Requirements

**Awards & Accolades**

At Edward Jones, we 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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

\#LI-HO

**You could say we're at the center of the center.**

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

**Job Overview**

**Position Schedule:** Full-Time

1. The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.

Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

**The Position:**

The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role.

We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally.

**Key Responsibilities:**

+ Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team

+ Work daily to re-engage clients with our firm and to serve clients who are already engaged

+ Provide excellent client service and tailored client solutions to meet the clients' needs

+ Provide initial contact and ongoing guidance and service to the clients

+ Research and resolve any service issues or unfinished tasks

+ Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service

+ Keep the department apprised of any Compliance/Field Supervision concerns

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $72700

**Hiring Maximum:** $119800

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Job Overview

**Skills/Requirements**

*Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.

• Insurance license may be required in the future (life, health and variable annuity)

• 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.

• Bachelor's degree in a business-related field is strongly preferred

• Ability to seek, receive and implement feedback.

• Strong critical thinking skills are necessary.

• Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.

• Extensive flexibility, reliability and sound decision making skills

• Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.

• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.

• H.B.A. associates would have their home office audited annually

**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .

Read More About Skills/Requirements

**Awards & Accolades**

At Edward Jones, we 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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 (https://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

\#LI-HO