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High tech?
High touch?
Yes and yes.
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In today’s market, clients face extreme choices – go with a robo-advisor service that lacks the human touch or with a financial advisor who may lack cutting-edge technology. At Edward Jones, our clients benefit from both – a close relationship with a trusted financial advisor – and the latest data-analysis tools. As an Edward Jones financial advisor, you will enjoy innovative systems that offer:
A digital experience that complements our branch experience.
We continually invest in our technology tools to enhance the experience we know clients want – to be informed, understood, in control and secure.
We built our digital client experience around easy-to-use client tools such as portals, mobile app, e-signature capabilities, progress-tracking, texting and other digital communications channels. Designed from a client-first perspective, these tools help clients go beyond portfolio balancing to tackling issues like personalization, fundamental investment trade-offs and goal management. Putting them in control so they can manage their financial lives with confidence.
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Reaching 7 Million Clients
Read ThinkAdvisor’s coverage of Edward Jones’ $500 million “digital acceleration strategy” to empower your practice.
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