Enjoyable job with knowledgeable colleagues, but poor decision-making - Senior Planner Edward Jones Employee Review

3.0
Jul 3, 2026
Recommend
CEO approval
Business outlook

Pros

Love my job and working with clients. I have the opportunity to work with tenured, senior professionals like CPAs, CFAs, CFPs and JDs every day.

Cons

People who don't do the job make decisions on how operations, deliverables and expectations should be. Admin people are segregated from the team and their goals are not in alignment with the planning team. You have no control over what team you are on and have little say when/if those people prove to be incompetent.

Explore other reviews about Edward Jones

5.0
Jun 23, 2026
Recommend
CEO approval
Business outlook

Pros

Incentives, absolutely better than anything

Cons

Nothing other than corporate politics

2.0
Jun 24, 2026
Recommend
CEO approval
Business outlook

Pros

They have allowed the HBA’s (home based associates) to remain remote

Cons

Micromanagers, they say they are okay if you want to apply to another department within the firm but the minute you do it’s like you get a target on your back. The pay doesn’t match the workload and the word is that you have to quit and then come back to make what you should already be getting paid. Benefits are terrible but 401k is pretty good

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