Branch Real Estate Consultant II

Edward Jones; Tempe (AZ); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Bonuses

Profit sharing

Paid holidays

Job summary

Edward Jones in Tempe, AZ is seeking a Branch Real Estate Consultant to serve as the main contact for real estate requests from Financial Advisors and home office partners. You will analyze complex inquiries, build relationships across regions, and guide the end-to-end real estate process.

Responsibilities include escalating issues, ensuring policy and P&L awareness, and leading initiatives to improve efficiency while collaborating with multiple business areas to support branch real estate

Qualifications

• Bachelor's degree (or equivalent related work experience) required.
• Strong organizational and project-management skills.
• Exceptional customer service abilities.
• Ability to balance Compliance, Legal, and Associate Relations decisions.
• Understanding Edward Jones FA performance expectations and related policies.

Responsibilities

• Analyze and respond to complex incoming real estate requests (US & Canada) from Financial Advisors and Leaders.
• Partner with Market Leaders and Branch Teams; coordinate with multiple home office departments.
• Provide guidance on branch real estate policies, tradeoffs, and P&L impacts.
• Oversee workflow processes to ensure accuracy, client service excellence, and timely project completion.
• Identify opportunities to create efficiencies and drive department initiatives.
• Act as liaison with other business areas and champion change and innovation.

Skills

Organizational skills

Customer service

Project management

Education

Bachelor's degree or equivalent

Job description

This job posting is anticipated to remain open for 30 days, from 25-Sep-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Overview:

The Branch Real Estate team exists to evolve the firm’s real estate strategy to meet current and future client expectations and branch team needs. Branch Real Estate works in partnership with Financial Advisors and key home office stakeholders to support the firm’s branch real estate initiatives.

The Branch Real Estate Consultant serves as a main point of contact for Edward Jones. Here are a few of your key responsibilities:

• Responsible for analyzing and responding to more complex incoming real estate requests (US and Canada) from Financial Advisors, Regional Leaders, Market Leaders and numerous home office departments.

• Partner with Market Leaders, Regional Leaders, and Branch Teams. Build, maintain relationships, and work in partnership with workflow business areas such as Market Management, Branch and Region Development, Client and Practice Transition, FA Compensation, Compensation and Expense Services, Network Field Services, Business Continuity, Global Security and Branch Real Estate Leadership.

• Handle complex branch real estate escalation issues. Assist, support and guide Branch Real Estate Consultant IIs with more difficult and complex situations, and provide indirect supervision of department’s contract associates.

• Document real estate issues, identify opportunities and work with departments across the firm to resolve issues or implement new ideas.

• Understand and effectively communicate firm real estate policies, guidelines, tradeoffs, and P&L impacts.

• Provide oversight reviews of Branch Real Estate workflow processes to ensure accuracy, client service excellence and project completion.

• Identify opportunities to create efficiencies for Branch Real Estate by participating in projects, leading and implementing department initiatives.

• Represent the department and act as a liaison with other business areas. Branch Real Estate Consultants must be adaptable, willing to champion change and innovation, and have a collaborative spirit as we work with the field and multiple business areas across home office

What you'll need:

• Bachelors degree (or equivalent related work experience)

• Organizational and project management skills

• Exceptional customer service skills

• Must have ability to balance Compliance, Legal and Associate Relations business decisions

• Associates must have an understanding of the Edward Jones FA performance expectations. They must be able to analyze an FAs tenure, Practice Management Level, level of business and make appropriate financial decisions for the firm. Associates must also have an understanding of Associate Relations policies, BCP for catastrophic events within regions and impacts to FA's P&L statement.

What would set you apart:

• Leadership and project management experience

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Edward Jones' compensation and benefits package includes

• medical and prescription drug
• dental
• vision
• voluntary benefits (such as accident, hospital indemnity, and critical illness)
• short- and long-term disability, basic life, and basic AD&D coverage
• 401k retirement plan
• health savings account
• flexible spending account
• ten paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• sick time
• personal days
• a paid day for volunteerism
• bonuses
• profit sharing
• Employee Assistance Program