LOCAL RESIDENT PROMOTED AT EDWARD JONES
Nicole Meyer recently graduated from a trainee position to that of branch office administrator at the Fort Wayne office of the financial-services firm Edward Jones. Meyer has lived in Fort Wayne for 25 years. Shawn Wall, the firm’s local financial advisor, said Meyer was promoted after successfully completing the firm’s in-depth training program.
“For the past six months, Meyer has performed the duties of her job while also working to complete her training and testing requirements,” Wall said. “This is a well-deserved promotion.”
Wall said the title of branch office administrator (BOA) was adopted for this position at Edward Jones because of the wide range of responsibilities associated with the job.
“A BOA is not only responsible for the daily operation of the branch, but also must provide top-level client service and marketing support for office activities,” said Wall. “On a given day, Meyer’s activities could include processing client trade transactions, providing clients with receipts for money and securities, and assisting in the planning of seminars and special events.”
Edward Jones provides financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 10,000-plus financial advisors work directly with more than 7 million clients to understand their personal goals — from college savings to retirement — and create long-term strategies for their investments that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Edward Jones is headquartered in St. Louis. The Edward Jones interactive Web site is located at www.edwardjones.com, and its recruiting Web site is www.edwardjonesopportunity.com.
> Read More Information About Us
> More Articles Written By Our Staff
- Community Invited To Paint Rocks For Urban League Project - April 26, 2024
- The “Bad Guys” In Your Garden & What To Do About Them - April 26, 2024
- Why Voting In The Primary Election Matters - April 26, 2024