Edward Jones

Topics: Financial services, Bank / Pages: 6 (1385 words) / Published: Apr 30th, 2017
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
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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

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