Edward Jones

Branch office adminstrator

May 2021 • Baton Rouge, LA

What I liked

Working with a financial advisor

What I wish was different

I wish I could have sat in on the advisors meetings to get more experience

Advice

The stock markets were at its lowest points this summer, and seeing how the advisor called all of his clients to maintain trust and assuring his clients that everything will go to plan despite a setback because of diversity among the portfolio.

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On Call BOA

May - August 2020 • Northville, MI

What I liked

Being able to learn about how investment works!

What I wish was different

I would have liked to see clients coming in to the office, but no one did because of COVID rules.

Advice

Take it seriously and try to learn the best way to build a good portfolio. You can choose where you want to invest through the company and not have to pay any fees!

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Finance intern

June - August 2020 • St. Louis, MO

What I liked

The work environment, it was remote. The task variety and opportunity to meet with other people both mentors and peers in different divisions. Given more insight of corporate work flow and business structure