Edward Jones
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Job Overview Financial advisors partner with clients to help them achieve their long‑term financial goals: 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.
About Us Edward Jones has been in business for over 100 years, proudly serving over 8 million clients across the U.S. and Canada. We value an inclusive environment where every viewpoint helps achieve results, and we boast the largest number of offices for an investment firm in the region.
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 program.
Salary for the first five years as you begin to build your practice.
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 can also expect…
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
A compensation package that includes opportunities for commissions, profit sharing and incentive travel.
The flexibility you need to balance your personal and professional lives.
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 branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
Skills / Requirements
Financial advisors demonstrate a unique combination of ambition, self‑motivation, and commitment to establishing long‑term client relationships.
Grow the business through identifying and creating new clients through the initial discovery of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations.
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 as they relate to building your practice?
Working in and positively impacting your local community?
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 also 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 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, 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, and tax‑advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule, paid sick leave and paid time off where required by law. Many may be eligible for bonuses, profit sharing, paid medical and parental leave, and participation in the firm’s Travel Award Program. All associates are eligible for the firm’s Employee Assistance Program. For more information, please visit our benefits page.
Compensation We know that building a business takes time, so we’ve 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 new program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
Supplemental Starting Salary Range $45,000 – $100,000.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
EEO Statement 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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Job Overview Financial advisors partner with clients to help them achieve their long‑term financial goals: 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.
About Us Edward Jones has been in business for over 100 years, proudly serving over 8 million clients across the U.S. and Canada. We value an inclusive environment where every viewpoint helps achieve results, and we boast the largest number of offices for an investment firm in the region.
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 program.
Salary for the first five years as you begin to build your practice.
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 can also expect…
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in.
A compensation package that includes opportunities for commissions, profit sharing and incentive travel.
The flexibility you need to balance your personal and professional lives.
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 branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
Skills / Requirements
Financial advisors demonstrate a unique combination of ambition, self‑motivation, and commitment to establishing long‑term client relationships.
Grow the business through identifying and creating new clients through the initial discovery of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations.
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 as they relate to building your practice?
Working in and positively impacting your local community?
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 also 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 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, 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, and tax‑advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule, paid sick leave and paid time off where required by law. Many may be eligible for bonuses, profit sharing, paid medical and parental leave, and participation in the firm’s Travel Award Program. All associates are eligible for the firm’s Employee Assistance Program. For more information, please visit our benefits page.
Compensation We know that building a business takes time, so we’ve 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 new program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
Supplemental Starting Salary Range $45,000 – $100,000.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
EEO Statement 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.
#J-18808-Ljbffr