Department: FATA – Transition and Integration
Description: The mission of the Transition & Integration Team is to ensure we hire the right existing Financial Advisors, create a best in class transition and onboarding experience, and act as advocates for financial advisors to fully realize the Edward Jones Opportunity.
Key Responsibilities:
* Promote and articulate the Edward Jones Opportunity and help attain quality hires.
* Ability to articulate the Edward Jones Financial Opportunity and deliver compensation.
* Owns the recruiting process and engages with direct leader prior to final selection and Offer. This includes an understanding of the candidate’s book of business, competency based questions, REL/RL Interview, Business Plan and delivery of Offer.
* High level knowledge of our firm’s product and service platforms as well as the competitive landscape/product differences to support the due diligence process and compensation.
* Identify unresolved candidate issues during the recruitment process and work with Transition & Integration Team leadership and field leadership to create solutions and determine fit.
* Work to align recruiting process with firm needs. (i.e. accelerated timeline for competitive open office)
* Responsible for owning the communication with the field ability to articulate the recruiting process for an EP and candidate expectations.
* Work with Transition & Integration Coordinator to get region referrals into the pipeline and through appropriate steps of the recruiting process.
* Facilitate appropriate region credit.
* Knowledge of compensation, pay equity considerations in particular markets, guideline/non-guideline state impacts, and ability to answer candidate questions.
* Knowledge of FA performance standards and expectations.
* Liaison with internal and outside legal counsel to understand guidelines and contract provisions and to have an understanding of the competitive and regulatory landscape.
* Engage direct leader prior to Offer for final review, and as appropriate to facilitate more complex offers and exceptions.
* Engage direct leader to partner with Client Transition where appropriate (i.e. RTP, GKP or Open Office) to deliver an Offer.
* Partner with Business Integration Consultant during recruiting process to ensure a seamless transition and onboarding experience for the EP.
* Partner with TAM team to share messaging around EP recruiting, process, and referrals with the region
* Minimum of 5 years experience within financial services industry
* Series 7 and 66 registrations required within 6 months
* Bachelors degree preferred
* Knowledge of industry and EDJ products and services
* Knowledge of Applicant Tracking System
* Ability to propose and defend decisions related to attracting candidates to the financial advisor position with professionalism and sensitivity to General Partners and Financial Advisors in leadership roles.
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