What are the responsibilities and job description for the Senior Onboarding Specialist, Human Capital 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.
Creates customized processes and solutions while training and supporting in a multi-dynamic environment. Trains experienced advisors (EA) on all systems and processes (onsite or remotely) when starting at Edward Jones. Organizes and guides EA through transition of business and clients while also implementing changes that are needed for the EA to run their branch. Onboarding specialist also trains and supports BOA whether a host, existing or new. Onboarding specialist also adapts to office situation to create a welcoming environment for EA and host branch. Adjusts to varying situations including open office, RTP, GK, host (IBP), teaming and alternative acquisition methods firmwide. Works across multiple departments and divisions to provide support for EA and updates to stakeholders. In addition to the above, a Senior Onboarding Specialist will lead the support of teams of EAs moving to Edward Jones.
- Trains EA on all EJ systems and processes in order to transition book of business quickly and effectively. This position requires 50-70% travel, most EA training is completed face-to-face.
- Reviews all transfers and account opening paperwork to ensure seamless account movement between firms. Corrects and resubmits any errors on ACATs that impede asset movement to EJ
- Interacts with multiple departments to ensure training and system processes are accurate and current. A senior will act as a leader on assignments overseeing training, observing, and providing feedback to OS team members helping support the EA.
- Interacts with multiple vendors to ensure smooth processing of accounts, annuities, life insurance and ERPs (401(k), 403(b) Owner K etc.).
- Creates specialized plans to train experienced advisor in a 'just in time' format using knowledge from continued training on EJ system improvements and staying up to date on all products, services and new software. A senior is responsible to create training for each member of the transitioning EA team and ensuring accompanying OS team members are upskilled/reskilled as needed on training paths.
- Responsible for administrative paperwork which enables asset transfers (Team averages $550 million / year)
- Creates plan for continued support from region, host branch and TBS team upon onboarding specialist assignment completion
Bachelor's degree in a related field
3- 5years' experience in the financial services industry
Series 7
Series 66
Life, Health and Variable Annuities Insurance License
3- 5years' experience in the financial services industry
Series 7
Series 66
Life, Health and Variable Annuities Insurance License
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.
Salary : $550