Edward Jones was founded by Edward D. Jones Sr. in 1922 in St. Louis, Missouri to help individuals pursue their serious, long-term financial goals. Since then, Edward Jones has gained its success by taking a personal approach to business by believing in creating long-term relationships with clients. Today, Edward Jones is a leader in the financial services industry the firm serves nearly 7 million investors, is the largest partnership on Wall Street, and ranks #5 on the 2017 Fortune 100 Best Companies to Work For by Fortune Magazine.
This spring, Edward Jones allowed 50 individuals from across the nation to learn about financial advising and cultivate communication and business skills through the Financial Advisor Spring Internship Program. …show more content…
The curriculum guide primarily consisted of three main projects. For the first project, I conducted a survey that was used to help me better understand the increasing need for financial services. The purpose of this project was to learn about the general public’s level of financial literacy and the significance of understanding their financial needs. For this project, I reached out to people in my current network, asked them to participate in a financial literacy survey created by Edward Jones and sent out via email. Interns were encouraged to gather 75 to 100 emails, and I was able to gather 146 email addresses in the two weeks given to reach out to our contacts. The day before the survey was emailed out, I contacted nearly all of the individuals who agreed to participate and reminded to check their inboxes in the coming days. Out of the 50 interns in the program, I had the greatest number of participants as 82, or 6.7%, of the 1220 participants surveyed came from my network. After receiving the survey results, I was able to discover trends in the data gathered and determine the various needs for financial services amongst various ages, genders, races, income, and education levels.
For the second project, I was tasked with understanding how financial advisors build a practice to meet client needs. To learn how a successful practice is developed, I observed the …show more content…
I feel as if management is honest, ethical, and confident in its business, and I am proud to tell others about my experience with Edward Jones. This firm is an excellent workplace for millennials, women, and minorities, and I believe I will be able to grow a successful business at Edward Jones as I have a diverse background that will allow me to better connect with individuals in my community. The Edward Jones Financial Advisor Internship Program has driven my passion to pursue financial advising after graduation. This firm is an excellent workplace for millennials, women, and minorities, and I believe I will be able to grow a successful business at Edward Jones as I have a diverse background that will allow me to better connect with individuals in my
This spring, Edward Jones allowed 50 individuals from across the nation to learn about financial advising and cultivate communication and business skills through the Financial Advisor Spring Internship Program. …show more content…
The curriculum guide primarily consisted of three main projects. For the first project, I conducted a survey that was used to help me better understand the increasing need for financial services. The purpose of this project was to learn about the general public’s level of financial literacy and the significance of understanding their financial needs. For this project, I reached out to people in my current network, asked them to participate in a financial literacy survey created by Edward Jones and sent out via email. Interns were encouraged to gather 75 to 100 emails, and I was able to gather 146 email addresses in the two weeks given to reach out to our contacts. The day before the survey was emailed out, I contacted nearly all of the individuals who agreed to participate and reminded to check their inboxes in the coming days. Out of the 50 interns in the program, I had the greatest number of participants as 82, or 6.7%, of the 1220 participants surveyed came from my network. After receiving the survey results, I was able to discover trends in the data gathered and determine the various needs for financial services amongst various ages, genders, races, income, and education levels.
For the second project, I was tasked with understanding how financial advisors build a practice to meet client needs. To learn how a successful practice is developed, I observed the …show more content…
I feel as if management is honest, ethical, and confident in its business, and I am proud to tell others about my experience with Edward Jones. This firm is an excellent workplace for millennials, women, and minorities, and I believe I will be able to grow a successful business at Edward Jones as I have a diverse background that will allow me to better connect with individuals in my community. The Edward Jones Financial Advisor Internship Program has driven my passion to pursue financial advising after graduation. This firm is an excellent workplace for millennials, women, and minorities, and I believe I will be able to grow a successful business at Edward Jones as I have a diverse background that will allow me to better connect with individuals in my