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Edward Jones
Julissa Quevedo Aguila
Created on March 4, 2024
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Transcript
Edward Jones
By: Julissa Quevedo Aguila
"We specialize in helping individual investors rather than institutions"
- Financial Services Company
- Provides financial services in the U.S. and in Canada
- More than 50,000 associates across the U.S. and Canada
Organizational Analysis
Mission Statement "To partner for positive impact, to improve the lives of our clients and colleagues, and together better our communities and society"
#62
Goals & Values - Partnering for Lasting Financial Strength - Promoting Healthier Futures - Advancing Inclusive Growth
Organizational Analysis
DEI: Diversity, Equity, Inclusion
Current Reports
Financial Advisors of Color: 9%Females in Leadership: 49% People of Color in Leadership: 19%
Organizational Analysis
Flat Organizational Structure
Structure
- People Companies That Care, ranked No. 37 in 2022
- Training Magazine, Apex Award, ranked, No. 24 in 2022
Reputation
Employee Analysis
Intrinsic & Extrinsic Motivation
Benefits & Incentives
- Hybrid Flexibility
- Day of Caring
- DEI Workshops
- Tuition Reimbursement
- Tutoring Sessions
- 401 (k) Match
Employee Analysis
Communication
Salary Gap Between Financial Advisors and Associates
Interns & Leaders Relationship
Mentorship Program
Sales/Goals Pressure
Employee Analysis
"a 'paper pushing' job that requires extraordinary attention to detail--every day" - Glassdoor
"can feel confident in their job security" - LinkedIn
"the companion culture is amazing" - Glassdoor
"no guarantee our associates will get bonuses in every trimester" - LinkedIn
"they provide all the resources you need to pass required exams" - Indeed
Reviews
Individual Analysis
OB Toolbox
- International Calendar
- Paid Trainings
- Volunteer Days
- "Day of Reflection"
- Emotional Well Being Programs