Edward Jones
Overview
Edward Jones is a Fortune 500 financial services firm committed to improving the lives of clients, colleagues, and communities. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we prioritize people over shareholder returns and foster an inclusive, innovative culture.
Role Overview As a financial advisor you will develop and grow your own practice, supported by branch teams, a home‑office team, and regional financial advisors. You will partner with clients to achieve long‑term goals such as retirement, wealth building, estate strategies, education funding, and more.
Key Responsibilities
Build relationships and generate new clients through face‑to‑face and virtual sourcing strategies, including residential, business, networking, introductions, referrals, social media, and speaking engagements.
Deeply understand clients’ priorities, concerns, and goals to accelerate trust and create personalized strategies.
Oversee branch processes to ensure a high‑quality, streamlined client experience aligned 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.
Create a highly engaging environment founded on trust, respect, accountability, feedback, and mutual trust.
What Makes a Successful Advisor?
An interest in financial services, markets, and how they work.
Love of learning and challenges with determination to succeed.
Skilled in long‑term relationship building.
Comfortable with critical thinking.
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?
Skills & Requirements
At least one of the following: bachelor’s degree or equivalent work experience in securities/financial services; financial services and/or sales experience; financial services registration, licensing, or certification; professional or military career progression.
Licensing
SIE (sponsor optional), Series 7 and Series 66 required; registrations may be obtained during assigned paid study period.
FINRA registrations required within three months. State insurance licenses also required.
Ongoing training and regulatory CE required to maintain licensure and compliance.
Benefits Compensation and benefits include medical, prescription drug, dental, vision, voluntary benefits (e.g., accident, hospital indemnity, critical illness), disability income continuation, basic life, and AD&D coverage at no cost. 401(k) retirement plan, health savings account (HSA), and flexible spending account (FSA) are available. Paid sick leave, paid time off, and paid parental leave are provided where required by law.
Compensation New financial advisor compensation program includes trainee pay, supplemental salary for up to five years, commissions, and new asset compensation for the first five years. Supplemental starting salary range is $45,000 – $100,000.
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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Role Overview As a financial advisor you will develop and grow your own practice, supported by branch teams, a home‑office team, and regional financial advisors. You will partner with clients to achieve long‑term goals such as retirement, wealth building, estate strategies, education funding, and more.
Key Responsibilities
Build relationships and generate new clients through face‑to‑face and virtual sourcing strategies, including residential, business, networking, introductions, referrals, social media, and speaking engagements.
Deeply understand clients’ priorities, concerns, and goals to accelerate trust and create personalized strategies.
Oversee branch processes to ensure a high‑quality, streamlined client experience aligned 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.
Create a highly engaging environment founded on trust, respect, accountability, feedback, and mutual trust.
What Makes a Successful Advisor?
An interest in financial services, markets, and how they work.
Love of learning and challenges with determination to succeed.
Skilled in long‑term relationship building.
Comfortable with critical thinking.
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?
Skills & Requirements
At least one of the following: bachelor’s degree or equivalent work experience in securities/financial services; financial services and/or sales experience; financial services registration, licensing, or certification; professional or military career progression.
Licensing
SIE (sponsor optional), Series 7 and Series 66 required; registrations may be obtained during assigned paid study period.
FINRA registrations required within three months. State insurance licenses also required.
Ongoing training and regulatory CE required to maintain licensure and compliance.
Benefits Compensation and benefits include medical, prescription drug, dental, vision, voluntary benefits (e.g., accident, hospital indemnity, critical illness), disability income continuation, basic life, and AD&D coverage at no cost. 401(k) retirement plan, health savings account (HSA), and flexible spending account (FSA) are available. Paid sick leave, paid time off, and paid parental leave are provided where required by law.
Compensation New financial advisor compensation program includes trainee pay, supplemental salary for up to five years, commissions, and new asset compensation for the first five years. Supplemental starting salary range is $45,000 – $100,000.
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