Branch Real Est Consultant II, FIN
Company: EDWARD JONES
Location: Saint Charles
Posted on: January 22, 2023
Job Description:
At Edward Jones, we help clients achieve their serious,
long-term financial goals by understanding their needs and
implementing tailored solutions. To ensure a personal client
experience, we have located our 15,000+ branch offices where our
more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients
and receives branch office support, so they can focus on building
deep relationships with clients. Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help
U.S. and Canada branch teams deliver an ideal client experience. We
continue to grow to meet the needs of long-term individual
investors.HYBRID
Branch Real Estate team exists to evolve the firm's real estate
strategy to meet current and future client expectations and branch
team needs. Branch Real Estate works in partnership with Financial
Advisors and key home office stakeholders to support the firm's
branch real estate initiatives.The Branch Real Estate Consultant II
serves as the main point of contact for Edward Jones. Primary
functions are:
- Responsible for analyzing and
responding to more complex incoming real estate requests (US and
Canada) from Financial Advisors, Regional Leaders, Area Leaders and
numerous home office departments.Partner with Area Leaders,
Regional Leaders, and Branch Teams.Build, maintain relationships,
and work in partnership with workflow business areas such as Client
Team Evolution Design, Branch and Region Development, Client
Transition, FA Compensation, Compensation and Expense Services,
Network Field Services, Business Continuity, Global Security and
Branch Real Estate Leadership.Handle more complex branch real
estate escalation issues.Gather feedback, identify and share best
practices to assist future branch teams.Document real estate issues
and opportunities and work with departments across the firm to
resolve issues or implement new ideas.Understand and effectively
communicate firm real estate policies, guidelines, tradeoffs, and
P&L impacts.Provide indirect supervision of department's
contract associates.Provide oversight reviews of Branch Real Estate
workflow processes to ensure accuracy, client service excellence
and project completion.Branch Real Estate Consultants must be
adaptable, willing to champion change and innovation, and have a
collaborative spirit as we work with the field and departments
across home office.
- Bachelors degree (or equivalent related work experience)
required
- Organizational and project management skills
- Exceptional customer service skills
- Have an understanding of the Edward Jones FA performance
expectations. Must be able to analyze an FAs tenure, Practice
Management Level, level of business and make appropriate financial
decisions for the firm.
- Associate must also have an understanding of Associate
Relations policies, business continuity planning for catastrophic
events within regions and impacts to an FA's P&L
statement.
- Must have ability to balance Compliance, Legal and Associate
Relations business decisions
- General knowledge of broad corporate principles and practices
including Finance, Associate Relations, IS, Marketing, Branch Real
Estate, etc.
- 100 Best Workplaces for Millennials in 2022, published Fortune
July 2022, Great Places to Work - data as of March 2022.
Compensation provided for using, not obtaining, the rating.
- Edward Jones was recognized as one of the Best Workplaces for
Millennials by Great Places to Work - and Fortune - magazine. The
privately held firm ranked No. 2 overall, in its fourth appearance
on the list.2022 Fortune Best Workplaces for Women, published
September 2022, research by Great Places to Work -, data as of
August 2021. Compensation provided for using, not obtaining, the
rating.
Edward Jones has been named to the
2022 Best Workplaces for Women list by Great Places to Work - and
Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best
Companies to Work For, published April 2022, research by Great
Place to Work -, data as of August 2021. Compensation provided for
using, not obtaining, the rating.
For the 23rd time, Edward Jones has
earned a spot on the Fortune 100 Best Companies to Work For -
ranking by Great Places to Work - and Fortune - magazine. Edward
Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places
to Work For LGBTQ+ Equality, Great Place to Work - in partnership
with Human Rights Campaign Foundation, published Equity Magazine
January 2022, data as of July 2021. Compensation provided for
using, not obtaining, the rating.
Edward Jones scored 100 percent on
the Human Rights Campaign Foundation's 2022 Corporate Equality
Index (CEI) the nation's foremost benchmarking survey and report
measuring corporate policies and practices related to LGBTQ+
workplace equality. The ranking designated Jones as one of the best
places to work for LGBTQ+Equality.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.At Edward Jones, we value and respect our
associates and their contributions, and we recognize individual
efforts through a rewards program that promotes a long-term career,
financial security and well-being. to learn more about our total
compensation approach, which in addition to base salary, typically
includes benefits, bonuses and profit sharing. The salary range for
this role is based on national data and actual pay is based on
skills, experience, education, and other relevant factors for a
potential new associate:
Salary: $56259 - $92771
Category: Headquarters
Keywords: EDWARD JONES, Saint Charles , Branch Real Est Consultant II, FIN, Professions , Saint Charles, Missouri
Didn't find what you're looking for? Search again!
Loading more jobs...