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Branch Real Estate Consultant II

Location: Springfield
Posted on: March 16, 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.
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. Visit our career site 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: $57721 - $95183
                Category: Headquarters

Keywords: EDWARD JONES, Springfield , Branch Real Estate Consultant II, Professions , Springfield, Missouri

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