Investment Specialist

Job Overview

When you reach a professional crossroads, transitioning to a Investment Specialistr role could be the right path for you to consider. Investment Specialistwork closely with clients to aid them in realizing their long-term financial aspirations, such as retirement planning, wealth accumulation, estate planning, and funding education. As a financial advisor at Edward Jones, you will have the opportunity to build and expand your client base with the assistance of your branch associates, the corporate support team, and other financial advisors in your region. You can benefit from the wealth of experience accumulated over a century of company history. Edward Jones takes pride in maintaining a larger presence in the U.S. and Canada compared to any other investment firm, serving over eight million clients.

Our Investment Specialist 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. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. 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.

Our team is dedicated to providing you with the support you need. We will be there at every step, offering:

• Acquire licensure and expertise by enrolling in a paid training initiative that is considered one of the best in the industry.
• Earning progression during the initial five years as you launch your business²
• An office branch in the neighborhood sponsored by a company
• Supporting branch offices is intended to assist you in managing responsibilities effectively, enabling you to provide excellent service to your clients
• With the assurance of a robust network of support ranging from the local office to the entire region and company headquarters, you can work independently with confidence.

It is also worth noting...

• The possibilities for your income and professional advancement are boundless, with your compensation being proportional to your efforts
• A remuneration deal that includes prospects for commissions, profit allocation, and travel rewards
• Finding the right mix of personal and professional activities provides the necessary flexibility to lead a fulfilling life
• Establishing a culture where constant progress and advancement are valued and encouraged

Key Responsibilities

• Cultivate connections to expand your customer base by utilizing various approaches including personal meetings, virtual interactions, referrals, social media engagement, and participation in public speaking engagements.
• By deeply comprehending the needs, priorities, and worries of clients and prospective clients, you can accelerate trust-building and design personalized, comprehensive strategies to aid them in attaining their goals.
• Administer branch procedures, positions, and responsibilities to guarantee an exceptional and streamlined client journey in adherence to company policies, regulatory mandates, and ethical guidelines.
• Team up with the branch staff to devise, oversee, and adjust the branch's business plan to elevate branch effectiveness and reach desired business outcomes.
• Cultivate a positive work environment in the branch based on trust, respect, ongoing feedback, and a strong sense of accountability shared by all team members.

For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration² 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 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .

Compensation:

Understanding the commitment needed in establishing a business, we have structured a revised financial advisor compensation program. This program aims to assist and acknowledge your advancement as you acquire the requisite expertise, structures, and business methodologies essential for success within our client-centric business approach. The enhanced financial advisor compensation setup encompasses trainee pay, additional compensation spanning five years, as well as incentives and compensation for gathering new assets during the outset five years.

Follow the link below for additional details on compensation.

Remuneration plans for entry-level financial advisors

The starting salary spectrum is increased, ranging from $45,000 to $100,000

Skills/Requirements

Financial advisors who achieve success exhibit a distinctive blend of drive, self-drive, and dedication to fostering enduring client connections. They expand their client base by pinpointing and cultivating new clients via an initial exploration of financial objectives. Moreover, they enhance relationships with current clients by reassessing investment tactics and proposing implementation strategies. The earning capacity of financial advisors mirrors their accomplishments.

Which qualities are crucial for excelling as a financial planner?

• A keen interest in understanding the dynamics of financial services and markets
• Zeal for acquiring knowledge and tackling obstacles, underpinned by a relentless pursuit of triumph
• Accomplished in nurturing lasting connections
• Feeling assured in your capacity for logical thinking
• Zest for promising beginnings

Can you see yourself...

• Advancing as a financial advisor through our all-inclusive training program
• Distributing unique investment and financial strategies to your client base?
• Stepping up to lead the growth and success of your business?
• Reaching professional and personal goals with regards to building your practice successfully?
• Playing an active role and having a constructive impact on your neighborhood?

Skills/Requirements

Applicants must possess a minimum of one of the four qualifications outlined in the bullet points below:

• Preference is given to candidates with a bachelor's degree, or those with comparable work experience in the securities/financial services industry
• Previous involvement in financial services or sales is a must
• Verification, licensing, or certification of eligibility for financial services provision
• Career development in a professional or military environment involves a structured path of promotions and opportunities for professional growth

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.
• Individuals are required to obtain FINRA registrations and state insurance licenses within three months of the application process.
• Regular completion of training sessions conducted by the company and regulatory agencies like FINRA and the SEC, alongside mandatory continuing education stipulations, is imperative for associates to preserve the currency of their licenses.

In striving to create an environment where all individuals feel a sense of acceptance, Edward Jones emphasizes the significance of each team member's role in the organization's success. We are proud of the accolades we have received and the valuable contributions made by our associates.

Browse through our selection of U.S. awards and accolades: Informative blog posts about Edward Jones offer valuable insights and information

Discover our Canadian accolades and acknowledgments: Edward Jones Articles Sharing Insights & Information

About Us

At Edward Jones, we offer a unique opportunity to join a reputable financial services company that places a high value on your expertise. Recognized as a Fortune 500¹ firm, we prioritize the needs of individuals. Our nationwide network of 20,000 financial advisors serves over 9 million clients in the U.S. and Canada, maintaining our focus on client-centric service due to our privately-owned status.

The motivation driving our actions is our goal: we collaborate to create a beneficial influence that enhances the well-being of our clients and coworkers, while simultaneously contributing to the enhancement of our communities and society. Our organization is characterized by its creativity, adaptability, and openness, drawing in, nurturing, and motivating individuals to strive for outstanding performance and a feeling of unity.

The focal point of our collaboration is the people involved. Edward Jones team members are recognized, listened to, esteemed, and encouraged. This principle is what distinguishes us as the top choice for commencing or developing your vocation.

Check out our Purpose, Inclusion, and Citizenship Report for more information.

Payment is provided for the use, not the attainment, of the rating on the June 2024 Fortune 500 list, which reflects data as of December 2023.

At Edward Jones, discrimination is not allowed on the basis of race, color, gender, religion, nationality, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other prohibited criteria under the law.

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