Edward Jones
Overview
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 privately owned and focused on our clients. Our purpose is to 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, and Edward Jones associates are seen, heard, respected, and supported. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals, including retirement, building wealth, estate strategies, funding education, and more. 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. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s viewpoints help to achieve results. Edward Jones helps you positively impact clients’ lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. Note: 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. 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 accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. Qualifications and Licensing
A bachelor’s degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression SIE (can be obtained without Firm sponsorship), Series 7 and Series 66 are required; if not currently registered, registrations may be obtained at Edward Jones during the assigned 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 ensure licenses remain in good standing. Benefits and Compensation
Edward Jones provides a compensation and benefits package including medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life and basic AD&D coverage. A 401(k) retirement plan and tax-advantaged accounts are available. Financial advisors may be eligible for paid sick leave and paid time off, bonuses, profit sharing, and travel awards. All associates are eligible for the firm’s Employee Assistance Program. Compensation details: a trainee pay and a supplemental salary for up to five years, plus commissions and compensation for new assets gathered in the first five years. Supplemental Starting Salary Range: $45,000 – $100,000.
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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 privately owned and focused on our clients. Our purpose is to 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, and Edward Jones associates are seen, heard, respected, and supported. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals, including retirement, building wealth, estate strategies, funding education, and more. 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. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s viewpoints help to achieve results. Edward Jones helps you positively impact clients’ lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. Note: 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. 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 accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. Qualifications and Licensing
A bachelor’s degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression SIE (can be obtained without Firm sponsorship), Series 7 and Series 66 are required; if not currently registered, registrations may be obtained at Edward Jones during the assigned 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 ensure licenses remain in good standing. Benefits and Compensation
Edward Jones provides a compensation and benefits package including medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life and basic AD&D coverage. A 401(k) retirement plan and tax-advantaged accounts are available. Financial advisors may be eligible for paid sick leave and paid time off, bonuses, profit sharing, and travel awards. All associates are eligible for the firm’s Employee Assistance Program. Compensation details: a trainee pay and a supplemental salary for up to five years, plus commissions and compensation for new assets gathered in the first five years. Supplemental Starting Salary Range: $45,000 – $100,000.
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