What are the responsibilities and job description for the Onboarding Specialist Team Leader position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 05-Jan-2026. The posting may close early due to the volume of applicants.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
This role develops, implements and evaluates new training content and alternative methods of training that will provide a 'white glove' experience for new experienced advisors (EA). Develops and rationalizes solutions for training and onboarding working across departments and divisions to create and plan for individual experienced advisors. Leads team through complex experienced advisor transitions to Edward Jones. Responsible to deescalate experienced advisors and guide team to do the same in high stress environments. Adjust training and content to include future teaming and non-organic methods of acquisition for the firm as a whole.
- Problem solving that requires exceptional ability to gather the right information, make a swift and accurate assessment of that information, and deliver that decision to key stakeholders with tact and confidence.
- Lead, create content and deliver content for projects focused on launching new efforts and initiatives. This could span from new acquisition methods to improvements in the onboarding process for EAs that has a direct impact on EA experience and results which tie to FA Growth and New Assets.
- Depth of knowledge of principles and practices in business/financial services industry to ensure EA training content is compliant and relevant. This includes continued knowledge of the Edward Jones financial advisor training process.
- Exceptional understanding of the work and responsibilities of the team. Ability to step into role as needed while maintaining leadership responsibilities.
- Bachelor's Degree, Master's preferred
- 6-10 Years Industry Experience
- 5 Years Leadership Experience
- Life, Health and Variable Annuities Insurance License- need at the time of hire
- Series 07 – General Securities Representative Exam- need at the time of hire
- Series 66 – Uniform Combined State Law Exam- need at the time of hire
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.