Financial Services Partner

Job Overview

If you find yourself at a professional crossroads, a career as a Financial Services Partner may be the right change for you. Financial Services Partner 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. You'll benefit from the experience that comes from 100 years of history. 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 Services Partner 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:

• Enlist in a paid program designed to equip you with the necessary licenses and knowledge to succeed in the financial advisory field.
• Salary expectations for the first five years as you embark on building your practice²
• A branch office in the community provided by a corporation
• Branch office support is designed to ease the burden on your end, enabling you to focus on enhancing the client experience
• Your autonomy in work will be complemented by the collective support of thousands of colleagues across the branch office, regional office, and home office.

You may also be prepared for...

• The possibilities for your income and professional advancement are boundless, with your compensation being proportional to your efforts
• A compensation package that consists of opportunities for commissions, profit splits, and incentive journeys
• Juggling personal and professional obligations effectively can lead to a lifestyle that combines the advantages of both aspects
• Instilling a belief in the importance of ongoing improvement and honing of expertise in one's field

Key Responsibilities:

• Establish strong relationships to bring in fresh clients through a mix of face-to-face and digital strategies like reaching out in person, connecting virtually, seeking referrals, engaging on social media, and participating in speaking opportunities.
• 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.
• Supervise branch activities, functions, and accountabilities to maintain a top-quality and efficient customer experience in line with firm policies, compliance requirements, and ethical considerations.
• Work in tandem with the branch team to craft, oversee, and tweak the branch's business plan to bolster branch effectiveness and accomplish specified business objectives.
• Create an interactive atmosphere within the branch built on trust, respect, continuous feedback, and a strong sense of individual and collective accountability.

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 provides a comprehensive compensation and benefits package for its workforce, encompassing various aspects such as medical, prescription drug, dental, and vision coverage. The package also includes voluntary benefits like accident, hospital indemnity, and critical illness insurance, along with disability income continuation. Financial advisors benefit from complimentary basic life and AD&D coverage, as well as access to a 401k retirement plan and tax-advantaged accounts such as health savings and flexible spending arrangements. The company also ensures that advisors have flexibility in their schedules and, where necessary by law, are entitled to paid sick leave and vacation time.

Compensation:

We acknowledge the significant time and effort it takes to build a business, which is why we have launched a new financial advisor compensation program. This program is structured to support and reward your progress as you develop the skills, processes, and business practices necessary to thrive in our client-centered business model. The updated financial advisor compensation program includes initial training compensation, supplementary salary for up to five years, commissions, and rewards for accumulating new assets within the first five years.

Follow the link below for additional details on compensation.

Salary schemes for recently appointed financial advisors

The introductory salary range is extended, starting at $45,000 and going up to $100,000

Skills/Requirements:

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

What personal qualities are required to thrive as a financial advisor?

• Engaged in exploring financial services and markets and comprehending their structures
• Zeal for acquiring knowledge and tackling obstacles, underpinned by a relentless pursuit of triumph
• Capable of building enduring bonds with others
• Comfortable with your proficiency in critical thinking
• Ardor for emerging openings

Can you visualize yourself...

• Building a career as a financial advisor with the help of our comprehensive training program
• Issuing personalized investment and financial recommendations for your clientele?
• Taking charge of the advancement and triumph of your company?
• Reaching professional and personal goals with regards to building your practice successfully?
• Taking part and making a favorable contribution to your local community?

Skills/Requirements

Aspirants need to fulfill the requirements of at least one of the four qualifications bullets listed:

• Having a bachelor's degree is strongly preferred, or having relevant work experience in the securities/financial services industry is also considered
• Candidates should have experience in financial services and sales
• Verification, licensing, or certification of eligibility for financial services provision
• Advancing in a professional or military career requires a combination of hard work, perseverance, and a willingness to learn and adapt to new challenges

Licensing:

• Candidates must have finished the SIE exam, Series 7, and Series 66 to be eligible for a position at Edward Jones, and they can attain these registrations during the period allocated for studying, for which they will be paid.
• Obtaining FINRA registrations and state insurance licenses is a requirement that must be fulfilled within three months.
• Associate roles mandate the undertaking of continual training opportunities presented by the company, as well as mandatory CE coursework required by regulatory bodies like FINRA and the SEC to ensure licensure remains valid.

Edward Jones is focused on nurturing a welcoming space where everyone feels like they are an integral part of the team. We appreciate the valuable contributions made by our associates and the achievements we have been acknowledged for.

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

Take a look at our Canadian achievements and honors: Edward Jones Blog Posts Covering Insights & Information

About Us

Become a part of a reputable financial services firm that recognizes and appreciates your achievements. Edward Jones, a Fortune 500¹ business, places a strong emphasis on individual relationships. With a vast clientele of over 9 million and a dedicated team of 20,000 financial advisors across the U.S. and Canada, our focus on clients over shareholders is evident through our private ownership model.

Our actions are driven by our purpose: we collaborate to bring about a positive impact that enriches the lives of our clients and colleagues, in turn advancing our communities and society overall. We are an inventive, versatile, and welcoming institution that appeals to, nurtures, and encourages performance excellence and a feeling of inclusiveness among individuals.

Our alliance centers on individuals, where Edward Jones associates are acknowledged, valued, supported, and given a voice, establishing our reputation as the premier platform for embarking on or progressing in your career.

Examine the insights shared in our Purpose, Inclusion, and Citizenship Report.

Compensation is granted for utilizing, rather than acquiring, the ranking on the Fortune 500 list published in June 2024, which is based on data from 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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