Edward Jones
Overview
Edward Jones is a financial services firm and Fortune 500 company that prides itself on putting people first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, the firm focuses on helping clients while remaining privately owned. The organization emphasizes purpose, inclusion, and community impact, and supports associates with training, development, and a collaborative environment. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team, and other regional financial advisors. You will help clients achieve long-term financial goals such as retirement planning, wealth building, estate strategies, and education funding. Edward Jones serves more clients with a broad network of offices and has a long history of training and professional development. Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients and prospective clients’ needs, priorities, and concerns to develop personalized, comprehensive strategies that help them achieve goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience in line with firm policies, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase effectiveness and achieve desired results. Foster a highly engaging environment in the branch based on mutual trust, respect, feedback, and accountability. What we look for / Qualifications
Required/Preferred qualifications: A bachelor’s degree is strongly preferred or equivalent work-related experience in the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing
SIE (can be obtained without Firm sponsorship), Series 7 and Series 66 required; if not currently registered, registrations may be obtained during the paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to keep licenses in good standing. Benefits and Compensation
Paid training to get registered and licensed, with the industry’s top training program. Salary for the first five years as you begin to build your practice. A firm-provided branch office in the community and branch office support to help lighten the load so you can focus on clients. A network that extends from your branch to the region and home office; you’ll work independently but have a large support system. No ceiling to earning potential; compensation includes commissions, profit sharing, and incentive travel. Flexibility to balance personal and professional life; culture of continuous improvement and professional development. Equal Opportunity
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.
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Edward Jones is a financial services firm and Fortune 500 company that prides itself on putting people first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, the firm focuses on helping clients while remaining privately owned. The organization emphasizes purpose, inclusion, and community impact, and supports associates with training, development, and a collaborative environment. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team, and other regional financial advisors. You will help clients achieve long-term financial goals such as retirement planning, wealth building, estate strategies, and education funding. Edward Jones serves more clients with a broad network of offices and has a long history of training and professional development. Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients and prospective clients’ needs, priorities, and concerns to develop personalized, comprehensive strategies that help them achieve goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience in line with firm policies, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase effectiveness and achieve desired results. Foster a highly engaging environment in the branch based on mutual trust, respect, feedback, and accountability. What we look for / Qualifications
Required/Preferred qualifications: A bachelor’s degree is strongly preferred or equivalent work-related experience in the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing
SIE (can be obtained without Firm sponsorship), Series 7 and Series 66 required; if not currently registered, registrations may be obtained during the paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to keep licenses in good standing. Benefits and Compensation
Paid training to get registered and licensed, with the industry’s top training program. Salary for the first five years as you begin to build your practice. A firm-provided branch office in the community and branch office support to help lighten the load so you can focus on clients. A network that extends from your branch to the region and home office; you’ll work independently but have a large support system. No ceiling to earning potential; compensation includes commissions, profit sharing, and incentive travel. Flexibility to balance personal and professional life; culture of continuous improvement and professional development. Equal Opportunity
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.
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