Edward Jones
Financial Advisor at Edward Jones summary:
A Financial Advisor partners with clients to develop personalized strategies for achieving long-term financial goals such as retirement, wealth building, and estate planning. They build and manage their own client base through various sourcing strategies and lead branch operations while ensuring compliance with regulatory and ethical standards. This role includes comprehensive training, a support network, and a compensation package combining salary, commissions, and benefits.
Job Overview This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants.
We think a career as a financial advisor may be the right change for you. 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 advisors. You'll benefit from more than a century of experience and from being part of the largest investment firm in North America, serving over eight million clients.
Our 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 different viewpoints help to achieve results. Advisors lead the branch team to serve clients and contribute to the firm's purpose, deeply understanding the client's goals and helping them stay on track. Edward Jones enables you to positively impact clients’ lives and your community.
Support and Benefits We’ll give you the support you need. Our team will be there every step of the way, providing:
Paid training – get registered and licensed and learn how to be a financial advisor with the industry’s top training program¹.
Salary for the first five years as you begin to build your practice².
A firm‑provided branch office in the community.
Branch office support to help lighten the load so you can focus on your clients.
A support network that extends from your branch office to your region to the home office – you work independently, but have a team of thousands backing you every step of the way.
Additional benefits include limitless earning potential and growth, a compensation package with commissions, profit sharing and incentive travel, flexibility to balance personal and professional lives, and a culture of continuous improvement 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 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 effectiveness and achieve desired results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine’s 2025 Training APEX awards. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration.
² As your new asset compensation and commissions increase over the first five years, salary will decrease.
Benefits Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401(k) retirement plan, health savings account, and flexible spending account. Financial advisors enjoy schedule flexibility and paid sick leave, paid time off, and bonuses for qualifying performance. All associates are eligible for the Employee Assistance Program.
Compensation We know building a business takes time, so we built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client‑first business model. The program includes trainee pay, supplemental salary for up to five years, commissions, and compensation for new assets gathered during the first five years.
Supplemental Starting Salary Range: $45,000 – $100,000.
Skills / Requirements Successful financial advisors demonstrate ambition, self‑motivation, and commitment to establishing long‑term client relationships. Advisors grow the business through identifying and creating new clients and deepening existing relationships.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work.
Love of learning and challenges, including determination to succeed.
Skilled in long‑term relationship building.
Comfortable in your ability to think critically.
Passion for new opportunities.
Can you see yourself…
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business’s growth and success?
Meeting professional and personal objectives related to building your practice?
Working in and positively impacting your local community?
Candidates should have at least one of the following qualifications:
Strong preference for a bachelor’s degree 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.
Licensing
SIE (which can be obtained without firm sponsorship), Series 7 and Series 66 will be 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 must 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.
About Us 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 pride ourselves on being privately owned and focusing on our clients rather than shareholder returns. 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. 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.
Keywords financial advisor, investment strategies, wealth management, retirement planning, estate planning, client relationship management, financial services, licensed financial advisor, financial planning, branch management
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Job Overview This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants.
We think a career as a financial advisor may be the right change for you. 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 advisors. You'll benefit from more than a century of experience and from being part of the largest investment firm in North America, serving over eight million clients.
Our 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 different viewpoints help to achieve results. Advisors lead the branch team to serve clients and contribute to the firm's purpose, deeply understanding the client's goals and helping them stay on track. Edward Jones enables you to positively impact clients’ lives and your community.
Support and Benefits We’ll give you the support you need. Our team will be there every step of the way, providing:
Paid training – get registered and licensed and learn how to be a financial advisor with the industry’s top training program¹.
Salary for the first five years as you begin to build your practice².
A firm‑provided branch office in the community.
Branch office support to help lighten the load so you can focus on your clients.
A support network that extends from your branch office to your region to the home office – you work independently, but have a team of thousands backing you every step of the way.
Additional benefits include limitless earning potential and growth, a compensation package with commissions, profit sharing and incentive travel, flexibility to balance personal and professional lives, and a culture of continuous improvement 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 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 effectiveness and achieve desired results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine’s 2025 Training APEX awards. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration.
² As your new asset compensation and commissions increase over the first five years, salary will decrease.
Benefits Edward Jones’ compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401(k) retirement plan, health savings account, and flexible spending account. Financial advisors enjoy schedule flexibility and paid sick leave, paid time off, and bonuses for qualifying performance. All associates are eligible for the Employee Assistance Program.
Compensation We know building a business takes time, so we built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client‑first business model. The program includes trainee pay, supplemental salary for up to five years, commissions, and compensation for new assets gathered during the first five years.
Supplemental Starting Salary Range: $45,000 – $100,000.
Skills / Requirements Successful financial advisors demonstrate ambition, self‑motivation, and commitment to establishing long‑term client relationships. Advisors grow the business through identifying and creating new clients and deepening existing relationships.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work.
Love of learning and challenges, including determination to succeed.
Skilled in long‑term relationship building.
Comfortable in your ability to think critically.
Passion for new opportunities.
Can you see yourself…
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business’s growth and success?
Meeting professional and personal objectives related to building your practice?
Working in and positively impacting your local community?
Candidates should have at least one of the following qualifications:
Strong preference for a bachelor’s degree 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.
Licensing
SIE (which can be obtained without firm sponsorship), Series 7 and Series 66 will be 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 must 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.
About Us 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 pride ourselves on being privately owned and focusing on our clients rather than shareholder returns. 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. 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.
Keywords financial advisor, investment strategies, wealth management, retirement planning, estate planning, client relationship management, financial services, licensed financial advisor, financial planning, branch management
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