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Financial Advisor Branch Intern at Edward Jones in Location not listed
InternshipOn-siteNot specified
Job Description
Financial Advisor Internship (various locations)
At Edward Jones, we believe that every person deserves the opportunity to thrive personally and professionally. Our culture of caring means that we seek to expand our impact by serving more people in more communities, and tailoring our products, services, and experiences to their unique needs. For over a century, our partnership and client-focused business model has set us apart in how we work across business areas and branch offices to deliver solutions for our clients, communities, and future generations.
Edward Jones is a leading North American financial services firm in the U.S. and its affiliates in Canada. The firm's 20,000+ Financial Advisors throughout North America serve over 9 million clients with a total of $2.2 trillion in client assets under care*. Through the dedication of the firm's approximately 55,000 associates and our branch presence in 68% of the U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them.
Team Overview:
Edward Jones is offering a dynamic 10-week summer internship designed to provide hands-on experience in a branch office environment. Interns will work closely with a Financial Advisor and client support team, gaining exposure to the financial services industry through meaningful assignments, professional development, and networking opportunities.
Through this experience, Edward Jones is committed to providing our interns with:
What You'll Do:
At Edward Jones, we believe that every person deserves the opportunity to thrive personally and professionally. Our culture of caring means that we seek to expand our impact by serving more people in more communities, and tailoring our products, services, and experiences to their unique needs. For over a century, our partnership and client-focused business model has set us apart in how we work across business areas and branch offices to deliver solutions for our clients, communities, and future generations.
Edward Jones is a leading North American financial services firm in the U.S. and its affiliates in Canada. The firm's 20,000+ Financial Advisors throughout North America serve over 9 million clients with a total of $2.2 trillion in client assets under care*. Through the dedication of the firm's approximately 55,000 associates and our branch presence in 68% of the U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them.
Team Overview:
Edward Jones is offering a dynamic 10-week summer internship designed to provide hands-on experience in a branch office environment. Interns will work closely with a Financial Advisor and client support team, gaining exposure to the financial services industry through meaningful assignments, professional development, and networking opportunities.
Through this experience, Edward Jones is committed to providing our interns with:
- Real-World Experience: Support daily branch operations and observe client interactions to understand how Financial Advisors build relationships and deliver personalized financial strategies.
- Professional Growth and Development: Participate in structured training and development sessions to build your knowledge of financial products, tools, and client service best practices.
- Networking & Mentorship: Engage with branch and market leadership, attend group calls with fellow interns, connect with Product Partners to explore business-building ideas, and visit additional Financial Advisors in the field.
What You'll Do:
- Observe the Financial Advisor during select meetings listening to clients' financial objectives, and understanding how they determine the best fit for their clients' needs.
- Learn and apply technical tools used in client service and branch operations making the work of our branch teams easier.
- Observe client appointments, phone calls, and prospecting efforts
- Participate in pre-meeting strategy sessions with Financial Advisors
- Attend product knowledge sessions with internal partners
- Collaborate with other interns to share insights and experiences