14 days old

Branch Team Trainer - Training Facilitation Tempe, AZ

Edward Jones
Tempe, Arizona
  • Job Type
  • Job Status
    Full Time
  • Shift
    1st Shift

Do you enjoy motivating others to achieve success? Are you comfortable facilitating and engaging learners in large and small group formats? Are you familiar with the Socratic Method, adult learning principles, and immersive learning? If so, then the role of a Branch Team Trainer might be right for you!  Branch Team Trainers (BTT) deliver face-to-face and virtual training to Financial Advisors (FA), Branch Office Administrators (BOA) and Branch Teams.  The BTT provides training to our Branch Teams utilizing our firm's established practices to build long lasting relationships with their clients and developing the knowledge, skills, and attitudes necessary to be successful at various stages of their career. 

 Key Responsibilities: 

  • Train, develop, and lead Branch Teams to create and serve clients according to the Edward Jones philosophy of the ideal client experience
  • Work with Branch Teams to develop and apply strategies to grow their current business and increase the breadth and depth of clients served
  • Collaborate with the department, division and the firm to support the overall branch team
  • Develop self and the team to increase contribution to the firm's objectives
  • Achieve objective results by leveraging SMART strategies


  • Series 7 and 66,  preferred prior or obtained within the first 10 weeks of hire with dedicated study time, calendar, and materials will be provided
  • Min. 1-3 years training or relevant experience (3+ strongly preferred)
  • A bachelor's degree in a business-related field is preferred
  • Training/Adult Learning experience and/or a sales background is highly desirable
  • 1-2 Years Leadership, Mentoring Experience
  • Strong communication, facilitation and organizational skills 
  • Knowledge of the financial industry is a plus
  • Occasional travel could be required not to exceed 25% of the time



Posted: 2019-01-04 Expires: 2019-02-03

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Branch Team Trainer - Training Facilitation Tempe, AZ

Edward Jones
Tempe, Arizona

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