In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
Members of the BOA Resource Team are instrumental in the productivity and innovation of the department by providing continuity to our work, supporting growth and peak seasonal needs, participating in special projects and initiatives, and delivering training for their peers in collaboration with our geographic teams and leaders. The Resource TA Consultant performs an integral role as a peer leader contributing to day-to-day work and project execution.
Associates in BOA Talent Acquisition are important in leading the growth of our entire Branch Office Administrator (BOA) force through a customized approach by collaborating with Financial Advisors (FA) for their individual branch needs. This is accomplished by attracting top talent BOAs who contribute to consistently delivering an ideal client experience. We feel our unique Branch Team model of one FA and a full-time support person, the BOA, is the reason for our more personalized service and therefore largely responsible for our remarkable growth.
Key Responsibilities:
Salary: $56259 – $92771
Category: Headquarters
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