Edward Jones
The Field Supervision Director - Annuity role involves supervising annuity transactions submitted through assigned branch offices, ensuring compliance with industry rules and regulations. The position requires partnering with Financial Advisors and branch teams to build a successful and compliant annuity business while providing support on annuity purchases, liquidations, and firm policies. This role also includes coaching branch teams on supervisory and compliance issues, reviewing and approving annuity order activity, and communicating potential concerns to clients, regulators, and internal associates.
Headquarters
St. Louis, Missouri, United States
Company Size
10001+ employees
Founded
1922
Edward Jones is a 100-year-old (founded 1922) full-service financial services firm headquartered in St. Louis that focuses on serving individual investors rather than institutions. With a network of more than 20,000 financial advisors across the United States and Canada and roughly 49,000 employees, it offers wealth management, retirement and education savings planning, investment services, insurance, fixed income, and legacy and small-business financial planning. As a privately owned, registered broker-dealer and investment adviser, Edward Jones emphasizes personalized, long-term client relationships and community-focused service.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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