Preview

Edward Jones

Good Essays
Open Document
Open Document
1385 Words
Grammar
Grammar
Plagiarism
Plagiarism
Writing
Writing
Score
Score
Edward Jones
Edward Jones was founded by Edward D. Jones Sr. in 1922 in St. Louis, Missouri to help individuals pursue their serious, long-term financial goals. Since then, Edward Jones has gained its success by taking a personal approach to business by believing in creating long-term relationships with clients. Today, Edward Jones is a leader in the financial services industry as the firm serves nearly 7 million investors. Furthermore, Edward Jones is the largest partnership on Wall Street and ranks #5 on Fortune 100 Best Companies to Work For by Fortune Magazine.
This spring, Edward Jones allowed 50 individuals from across the nation to learn about financial advising and cultivate communication and business skills through the Financial Advisor Spring …show more content…
This internship happened to occur at a time of transformation in the financial services industry as I witnessed the firm operate under ambiguous circumstances. With to the Department of Labor’s new fiduciary rules regarding retirement accounts and discussion about repealing the rule, Edward Jones decided to move forward with the ruling despite much uncertainty surrounding the it and advisors were struggling to adjust to this significant change. Due to the timing of this internship, productivity had been slowed down as some branches were overwhelmed with the changes. Although productivity may have been slowed down, this valuable learning experience provided me with a realistic view of the life of a financial advisor as I was able to witness financial advisors operate during intense circumstances.
This internship will strongly benefit me in the future as the program directors have given interns the opportunity to continue with the program this summer. This summer’s opportunity will give interns a completely different set of tasks that will further allow interns to see what it is like to be a financial advisor at Edward Jones. This spring’s internship has been extremely rewarding, and Sara has offered to serve as my host financial advisor this summer where I will be in her office 40 hours a week for 10
Continue Reading
View Writing Issues

You May Also Find These Documents Helpful

  • Satisfactory Essays

    Question and Edward Jones
    • 804 Words
    • 4 Pages

    Question and Edward Jones

    1. Describe your vision for building your practice at Edward Jones. How do you plan to add value to the clients and communities…

    • 804 Words
    • 4 Pages
    Satisfactory Essays
    Read More
  • Satisfactory Essays

    Edward Jones
    • 791 Words
    • 4 Pages

    Edward Jones

    While studying for your licenses and training, you will receive an hourly rate. As you begin building your professional practice, Edward Jones provides a salary to help create growing and stable earnings in the early stages of your career. Your starting salary as a new Financial Advisor is determined by your experience and income prior to joining the firm. Your salary amount will adjust as you move toward a compensation based more on commissions and bonuses. Salaries are adjusted based on performance standards for the first two years. By the third year, you typically have built a steady book of business and will transition away from a salary. (However, Edward Jones ensures that each…

    • 791 Words
    • 4 Pages
    Satisfactory Essays
    Read More
  • Satisfactory Essays

    Husky Sport Reflection
    • 455 Words
    • 2 Pages

    Husky Sport Reflection

    I was given the wonderful opportunity to work directly with Assistant Director, Patricia Bellamy on special projects, including the In school and Ready, Set, Read! newsletters. I did not go in this internship with the expectation of sitting behind a computer and playing with Microsoft Word, but it was probably one of the most rewarding experiences. I had to dig deep for my creativity skills and step out of my comfort zone of being indecisive and learn to make decisions. Not only did I get to work with an inspiring and intelligent woman but also I’m walking away from this internship as a new person - someone who is not afraid to be…

    • 455 Words
    • 2 Pages
    Satisfactory Essays
    Read More
  • Satisfactory Essays

    Equitable Bank Cover Letter Sample
    • 314 Words
    • 2 Pages

    Equitable Bank Cover Letter Sample

    I am writing to express my interest in a Corporate Development Internship at Equitable Bank. After attending a recent information session at Queen’s, I have found Equitable Bank’s tight-knit culture and focus on service initiatives particularly unique and impressive. I believe that my analytical skills, attention to detail, and strong business acumen will ensure an excellent fit within Equitable Bank’s culture.…

    • 314 Words
    • 2 Pages
    Satisfactory Essays
    Read More
  • Good Essays

    Jp Morgan
    • 565 Words
    • 3 Pages

    Jp Morgan

    April 17, 1837 one of the most important men to the financial industry was born. That man was J.P Morgan. He was an American banker, financer, philanthropist, and art collector. Some of his accomplishments include merging companies and the creation of companies as well. This man truly did change industrialization in the United States during his time and even today.…

    • 565 Words
    • 3 Pages
    Good Essays
    Read More
  • Satisfactory Essays

    Edward Jones
    • 480 Words
    • 2 Pages

    Edward Jones

    The strategic direction of Edward Jones is something that is constantly changing due to the steady growth and expansion of the company. Currently we have been attempting to implement a strategy where we achieve growth not by gaining new clients, but by holding a higher portion of our current client’s total assets. By digging deeper into our client’s wallets, we feel that we will be able to keep our company tradition and have deeper relationships with our clients rather than expanding beyond our capabilities. In order to do this we have began to create additional investment opportunities for our clients. Currently we are providing cash management accounts, mortgages, home equity loans, credit cards, and even some insurance products.…

    • 480 Words
    • 2 Pages
    Satisfactory Essays
    Read More
  • Good Essays

    Making the Cut at Merrill Lynch
    • 1161 Words
    • 6 Pages

    Making the Cut at Merrill Lynch

    Therefore, after x years in financial services, x of those years at at one place, I have begun to seek a fresh way to utilize the expertise I’ve developed, in a setting that enables further intellectual stimulation and growth, while providing opportunities to learn new information, solve new problems, and assist clients in a new way that achieves their financial goals and brings in more business, ultimately making a contribution that significantly adds to the bottom line.…

    • 1161 Words
    • 6 Pages
    Good Essays
    Read More
  • Good Essays

    Bus 475 Internship Report
    • 493 Words
    • 2 Pages

    Bus 475 Internship Report

    As a Finance major at UVI, I feel I have a very fitting job. I am a service representative at First Bank. I have been in this field for five years and I honestly do love it. Now that my internship supervisor has a hold of the BUS 475 package, I think she will be paying close attention to me. She was very excited when she heard the news that she would be giving me a grade for the work I put forth. I expect her to put a little more pressure on me, which is fine. I actually work a lot better under pressure. Currently I am on probation for the head teller position. My tardiness and attendance record needs to improve and this internship package will push me in the right direction to get the job done. At work right now, I am solely responsible for the end of day branch balancing and I also maintain our two ATM machines. Working at First Bank has helped my customer service skills and it has also helped my timid manner. I have been through various trainings such as FDIC and FinCEn compliance that will help me. These qualities along with my clerical and banking knowledge will help me on my future career path.…

    • 493 Words
    • 2 Pages
    Good Essays
    Read More
  • Good Essays

    Edward Slack Scholarship Essay
    • 470 Words
    • 2 Pages

    Edward Slack Scholarship Essay

    The path to investment banking is not an easy one, and knowing this, I realized I have to work tirelessly this year to accomplish my dream. A small, boutique investment banking firm in Pittsburgh has given me the opportunity for an unpaid internship during this…

    • 470 Words
    • 2 Pages
    Good Essays
    Read More
  • Good Essays

    Financial Business Startup
    • 538 Words
    • 3 Pages

    Financial Business Startup

    Using this document, you are asked to answer hypothetical question – if you were to be hired as a financial advisor, what would your business plan look like? How would you get the word out that you are a Merrill Lynch Financial Advisor? Who would you contact? How would you contact them? How would you tell them your story and the Merrill Lynch story?…

    • 538 Words
    • 3 Pages
    Good Essays
    Read More
  • Satisfactory Essays

    Private Wealth Interview Essay
    • 347 Words
    • 2 Pages

    Private Wealth Interview Essay

    How did you choose Lehman Brothers for your internship? What made you want to return as an Analyst?…

    • 347 Words
    • 2 Pages
    Satisfactory Essays
    Read More
  • Good Essays

    Blackrock
    • 307 Words
    • 2 Pages

    Blackrock

    BlackRock is widely recognized for its disciplined investment process and rigorous risk management. Since its inception, we have focused on the assessment of security and portfolio-level risks for investment decision making as well as for efficient transaction execution. As a result, BlackRock developed an integrated suite of investment management tools that provide solutions to these many varied facets of the business model. All these points help to culminate together in understanding what attracts me personally to an internship with an industry leader such as yourselves. The way you operate as a firm, your corporate culture and identity, plus your track record and that fact that you are so highly regarded within your respective industry fields, all help to see why exactly i am attracted to an internship opportunity at BlackRock, a firm that truly encapsulates everything i am looking for with regards to my future and further professional learning, development, and career…

    • 307 Words
    • 2 Pages
    Good Essays
    Read More
  • Good Essays

    Sample Career Exploration Papers
    • 700 Words
    • 3 Pages

    Sample Career Exploration Papers

    Ever since childhood the pressures of choosing a career are prevalent in every child’s mind. Although they may not always follow through with their childhood dream job, the foundations for what they want to do are laid down very early in their lives. For me, I have always known for a very long time that I wanted to enter the field of business, but just recently have I decided that finance would be my specific major.…

    • 700 Words
    • 3 Pages
    Good Essays
    Read More
  • Good Essays

    Goldman Sachs
    • 564 Words
    • 3 Pages

    Goldman Sachs

    Goldman Sachs was founded in 1869 by Marcus Goldman. The company made a name for itself innovating the use of commercial paper for entrepreneurs and was invited to join the New York Stock Exchange (NYSE) in 1896. Shortly after joining the New York Stock Exchange Goldman's son-in-law Samuel Sachs joined the firm which prompted the name change to Goldman Sachs.…

    • 564 Words
    • 3 Pages
    Good Essays
    Read More
  • Good Essays

    Future Career Goals Paper
    • 843 Words
    • 4 Pages

    Future Career Goals Paper

    The purpose of this paper is to map out a concise analysis of my future personal career goals. Currently, I work as a Financial Analyst for the MBTA Retirement Fund, “the Fund” and I am pursuing an MBA with a concentration in Finance with the hopes of achieving my ultimate job as a Research Associate at a private equity firm. To accomplish my goals, I will need to continue to develop skills and gain knowledge through experience. The four main skill areas that are crucial to my success and advancement are: functional, competency, interpersonal, and intrapersonal. I can master these skills through my current position and advancements at the Fund and also throughout the completion of my graduate program, in order to attain a Research Associates…

    • 843 Words
    • 4 Pages
    Good Essays
    Read More

Related Topics