Vicki Moore

Through the execution of the 5 Core Elements, my job as the BOA plays an essential role in ensuring that the branch team consistently delivers an Edward Jones client experience.

My strengths include:

• Develop a deep understanding of each client's personal values and needs through intentional conversations, active listening, and allowable questions - all of which aid in identifying potential opportunities.
• Work with the financial advisor to create the Edward Jones client experience, with every client, every time.
• Prepare clients and the financial advisor for appointments by gathering necessary documents for the client appointment.
• Understand firm products and services so that I am able to offer ideas and recommendations to the financial advisor to better serve each client's needs.
• Use branch systems and tools to uncover opportunities to gather assets and deepen existing relationships.
• Actively listen for situations in the clients' lives that may indicate a need for additional services and follow up with the client to offer appropriate digital services.
• Seek ways and take action to improve branch efficiency that may result in additional capacity for the branch.
• Observe any unique situations or concerns clients have and work with the financial advisor to tailor processes to help ensure these are addressed in the appointment.
• Take an active role in the branch team business planning process.