Study Specialists manage FA Trainee's performance and provide consulting to supplement our vendor in order to help FA trainees Onboard for their Securities Licensing Exams (SIE, Series 7 Top-Off, and Series 66 exams) in an 8-week period. Study Specialists are considered SIE, Series 7 and 66 content experts, providing support for these exams by answering incoming questions through the Study Line and making proactive calls to trainees they are managing. They manage performance by communicating performance expectations/requirements, monitoring and evaluating performance, mitigating risk and holding trainees accountable to the study program. Specialists are also responsible for communicating with regional leaders, directing trainees through insurance licensing and the distance learning process.
Req ID
66801BR

Position Type
Home Office

Position Schedule
Full-Time

EEO Statement
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.

Posting Location
Missouri, St. Louis

Company 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.

Flexible Work Option(s) (Select all that apply)
Remote

Awards and Accolades

• 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
  • From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
• 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
  • From The Human Rights Campaign. All Rights Reserved
• 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
• J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms " in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
  • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.

Search Headquarters Positions by Area of Interest
Client Services & Operations

Position Requirements

• Bachelors degree preferred (or equivalent work experience)
• Process management experience preferred
• Financial Services industry experience preferred
• 3 plus years of teaching/training experience or equivalent degree preferred
• 1-2 years training or performance management experience required
• Series 7 & 66 license obtained within first 10 weeks of hire
• Strong written and verbal communication skills
• Active listening skills
• The ability to facilitate conversations and train content
• Strategic thinking skills
• the ability to Set and communicate clear, measurable expectations
• Deliver performance feedback balancing candor w/respect
• Have candid, difficult conversations
• Exercise good judgment and objectivity in
  • Decision making in order to mitigate risk to the firm
  • Identifying critical areas of needed focus, knowing when to push/pull/redirect
  • Demonstrate empathy & instill confidence while still holding accountable to results
  • Build rapport with diverse individuals (background/experience)
• Knowledge of investement products and concepts, practices, rules, regulations, and procedures used in the investment industry
• The ability to obtain the following knowledge:
  • SIE, Series 7 Top-Off and Series 66 content and exam information
  • Knowledge of vendor material, policies, and capabilities
  • Knowledge of firm's termination & HR procedures and policies
  • Firm knowledge
  • Knowledge of the boundaries between Planning and Development, Training Facilitation, Field Supervision/Compliance, Associate Relations when a question/issue should be referred to or handled by a different area

Colorado Salary Information
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. Visitourcareersite 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: