It is all about the Financial Advisor - BOA Edward Jones Employee Review

2.0
Aug 14, 2016
Recommend
CEO approval
Business Outlook

Pros

Benefits are about average. Home office back-up and assistance is great. Except for the Financial Advisor, the position is unsupervised.

Cons

The position has evolved from a clerk and data entry position to one in which the BOA is now responsible for ensuring regulatory compliance in many areas. The salary is not consistent with the responsibilities. BOAs are treated as the lowest rung on the ladder and paid accordingly. The financial advisors are financially trained sales people. They have no managerial skills and do not know how to work with BOAs. Stop wasting time with personality tests. The problem is not what personality types work well together, the problem is that FAs harass, demean and insult BOAs to the point of illegal verbal harassment.

Explore other reviews about Edward Jones

5.0
Jun 14, 2026
Recommend
CEO approval
Business Outlook

Pros

Great place to transition into the world of Financial Advising

Cons

Tough business to get started on your own.

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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