Role Was Very Different From What Was Described - Tailored Branch Support Specialist II Edward Jones Employee Review

1.0
Mar 10, 2026
Recommend
CEO approval
Business Outlook

Pros

Well-known company with an established client base.

Cons

I joined Edward Jones as a TBS Associate with high hopes. The role was listed as “remote” on LinkedIn and other job boards, and my offer letter described it as “home-based.” I understood that to mean flexibility consistent with modern remote roles. In practice, the structure was far more restrictive, and several expectations were only clarified after I had already accepted the offer. The workload was described as supporting roughly three branches per day. Within a short period of time, I was regularly assigned five branches and asked to cover additional branches for teammates while they stepped away. At times, this meant managing eight or more branches simultaneously while handling continuous live client calls. The morning workflow was extremely rigid and time-sensitive. Before calls even began, associates were expected to log into numerous legacy systems, send communications across multiple group channels, forward calls, notify advisors, review message centers, and triage tasks across multiple branches. The process felt unnecessarily complex and stressful from the start of each day. The phone system quality also created challenges. The role is heavily phone-based, and the audio clarity in the system made conversations difficult at times, particularly when assisting older clients or individuals with strong accents. The hardware setup required significant physical space. Large equipment was shipped without assessing workspace feasibility, and when I raised concerns about space limitations in a small apartment, I was advised to purchase additional furniture at my own expense. Time-off flexibility was also limited. If a teammate had already requested the same day, requests could not be approved, and certain days around holiday days were assigned by lottery rather than seniority or need. The clients served are often elderly individuals navigating complex financial situations that require immediate resolution on live calls with little time to research. This creates a high-pressure environment that may not be sustainable for many people long-term. Overall, my experience in the role ended up being quite different from what I expected during the hiring process.

Explore other reviews about Edward Jones

5.0
Jun 9, 2026
Recommend
CEO approval
Business Outlook

Pros

Great starting pay, good training

Cons

I did not find any cons

2.0
Jun 9, 2026
Recommend
CEO approval
Business Outlook

Pros

Holds firm to its conservative investment philosophy.

Cons

The firm has been behind the times for decades. It is great that they are finally trying to get up to speed, but the rate of change is not manageable. There has been a high turnover in support staff and it's hard to get accurate information when needing support. It also seems like they have lost their original focus of being the local friendly financial advisor in your backyard and being accessible to the masses. The focus has shifted to high-net-worth individuals and catering to the wealthy. I've watched several advisors get pushed out because they expressed concern and needed support they weren't receiving. When hired as an advisor I was told I'd receive all of this wonderful training of what to say and how to overcome objections and did not receive any of that training. Most of the training is a high-level overview with homework of figuring it out on your own time. In order to be successful as an advisor at Edward Jones, you need to plan on working 80 hours a week for at least the first five years at the firm with little to no support.

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