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Edward Jones

Branch Team Trainer- Training Facilitation

Edward Jones - Saint Louis, MO

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 14,000 branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

Do you enjoy motivating others to achieve success? Are you comfortable facilitating and engaging learners in large and small group formats, and in one on one learning environments? Are you familiar with the Socratic Method, adult learning principles, and immersive learning? If so, then the role of a Branch Team Trainer might be right for you!  Branch Team Trainers deliver face-to-face and virtual training to Financial Advisors (FA), Branch Office Administrators (BOA) and Branch Teams.  The Branch Team Trainer provides training to our Branch Teams utilizing our firm's established practices to build long lasting relationships with their clients and developing the knowledge, skills, and attitudes necessary to be successful at various stages of their career. 


Train, develop, and lead Branch Teams to create and serve clients according to the Edward Jones philosophy of the ideal client experience

Work with Branch Teams to develop and apply strategies to grow their current business and increase the breadth and depth of clients served

Collaborate with the department, division and the firm to support the overall branch team

Develop self and the team to increase contribution to the firm's objectives

Achieve objective results by leveraging SMART strategies

Series 7 and 66,  preferred prior or obtained within the first 10 weeks of hire with dedicated study time, calendar, and materials will be provided

Min. 1-3 years training or relevant experience (3 strongly preferred)

A bachelor's degree in a business-related field is preferred

Training/Adult Learning experience and/or a sales background is highly desirable

1-2 Years Leadership, Mentoring Experience

Strong communication, facilitation and organizational skills 

Knowledge of the financial industry is a plus

Occasional travel could be required not to exceed 25% of the time

Job Requirements

13 days

Edward Jones


Branch Team Trainer- Training Facilitation Edward Jones - Saint Louis, MO, United States


Location: Saint Louis, MO

Company Profile:
A financial services leader with a presence in the United States and Canada, we're known for our personal approach to business. Everyone here, whether they work in our headquarters or in their own neighborhood office as a Financial Advisor or branch office administrator, is dedicated to one purpose – helping our clients achieve their long-term financial goals. Learn why Edward Jones could be perfect for you.