Employees are at the mercy of the Financial Advisor they are assigned to - BOA Branch Office Administrator Edward Jones Employee Review

1.0
Jan 24, 2026
Recommend
CEO approval
Business outlook

Pros

There is a strong sense of community among other Branch Office Administrators (BOAs), which provides valuable peer support and shared learning. Additionally, the Home Office is accessible and responsive; support is generally a phone call away, and the information provided is typically accurate and reliable.

Cons

You will spend the first six months focused on learning the culture of Edward Jones, with limited practical or hands-on training. There is little formal system training or structured knowledge-base instruction. Much of the learning experience is dependent on the Financial Advisor (FA). If the FA is available and engaged, training and interaction occur; if the FA is too busy or disengaged, support and development are limited. Around the one-year mark, expectations increase significantly. However, these expectations are often not matched with additional training or support. At that point, employees are largely expected to self-train and independently meet performance standards that were not clearly or consistently taught.

Explore other reviews about Edward Jones

5.0
Jun 14, 2026
Recommend
CEO approval
Business outlook

Pros

Great place to transition into the world of Financial Advising

Cons

Tough business to get started on your own.

2.0
Jun 9, 2026
Recommend
CEO approval
Business outlook

Pros

Holds firm to its conservative investment philosophy.

Cons

The firm has been behind the times for decades. It is great that they are finally trying to get up to speed, but the rate of change is not manageable. There has been a high turnover in support staff and it's hard to get accurate information when needing support. It also seems like they have lost their original focus of being the local friendly financial advisor in your backyard and being accessible to the masses. The focus has shifted to high-net-worth individuals and catering to the wealthy. I've watched several advisors get pushed out because they expressed concern and needed support they weren't receiving. When hired as an advisor I was told I'd receive all of this wonderful training of what to say and how to overcome objections and did not receive any of that training. Most of the training is a high-level overview with homework of figuring it out on your own time. In order to be successful as an advisor at Edward Jones, you need to plan on working 80 hours a week for at least the first five years at the firm with little to no support.

1
See reviews by: Helpful|Rating|Date|All