Financial Strategy Partner

Job Overview

If you find yourself at a professional crossroads, a career as a Financial Strategy Partner may be the right change for you. Financial Strategy 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 Strategy 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.

You will receive the help you need from us. Our team will be there for you throughout the process, offering:

• Learn the ropes of financial advising and secure your license through a comprehensive paid training program recognized for its excellence.
• Payment arrangements for the first five years as you start building your practice²
• A corporation-provided branch office within the community
• Assistance at branch locations serves to lighten your load, allowing you to prioritize client satisfaction
• Operate on your own while being backed by thousands of team members across various locations, from the branch office to the regional and home office.

Another aspect to consider is...

• The sky is the limit for how much you can earn and expand, with your compensation reflecting the amount of work you commit
• A compensation plan that incorporates options for commissions, profit division, and motivational excursions
• Striking a balance between your personal and professional commitments allows you to enjoy the benefits of both spheres of life
• Creating an environment that fosters ongoing enhancement and growth within the professional realm

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.
• Establish trust more rapidly and craft tailored, all-encompassing strategies by gaining a profound understanding of the needs, priorities, and concerns of clients and potential clients to help them achieve their goals.
• Regulate branch operations, roles, and obligations to uphold a high-level, seamless customer service experience aligned with company policies, legal requirements, and ethical standards.
• Partner with the branch team to create, monitor, and adapt the branch's operational plan to enhance branch effectiveness and achieve the desired business results.
• Nurture an engaging branch climate where trust, respect, constructive feedback, and individual accountability are consistently upheld.

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:

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.

Access the link below to find out more about compensation.

Earnings model for novice financial advisors

Starting salary supplements can fall in the range of $45,000 to $100,000

Skills/Requirements

Effective financial advisors possess a unique mix of determination, self-propulsion, and dedication to building lasting client relationships. They expand their clientele by identifying and engaging new clients through an initial exploration of financial targets. Additionally, they strengthen connections with current clients by reevaluating investment approaches and suggesting implementation plans. The potential income of financial advisors is commensurate with their performance.

What traits contribute to being an effective financial advisor?

• Engaged in exploring financial services and markets and comprehending their structures
• Devotion to learning and difficulties, fueled by an unwavering persistence to thrive
• Expert in cultivating sustained relationships
• Secure in your ability to analyze situations critically
• Vigor for untapped potentials

Can you see yourself...

• Mastering the role of a financial advisor through our comprehensive training program
• Furnishing specialized investment and financial services for your customers?
• Taking charge of the advancement and triumph of your company?
• Accomplishing objectives, whether professional or personal, in the pursuit of expanding your practice?
• Participating in and contributing positively to your community?

Skills/Requirements

Candidates are required to meet the criteria of at least one of the four qualifications mentioned in the bullets provided:

• It is highly recommended that candidates have a bachelor's degree, or possess equivalent professional background in the securities/financial services sector
• Candidates should have experience in financial services and sales
• Getting licensed or registered for conducting financial operations
• Climbing the ranks in a professional or military career showcases a track record of success and a commitment to excel in one's chosen field

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.
• Within a stipulated three-month period, individuals are expected to procure FINRA registrations and state insurance licenses.
• Engaging in ongoing training programs organized by the firm and regulatory bodies such as FINRA and the SEC, in addition to fulfilling mandatory CE requirements, is crucial for associates to uphold the validity of their licenses.

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.

Uncover a wealth of American accolades and accolades: Explore Edward Jones blog posts for informative content on awards and insights

Delve into our Canadian awards and accolades: Edward Jones Blog Posts Delivering Insights & Information

About Us

Be part of a financial institution that appreciates your input. Edward Jones, a Fortune 500¹ organization, prioritizes individuals. Operating with a client base of more than 9 million and a team of 20,000 financial consultants in the U.S. and Canada, we take pride in our private ownership structure that emphasizes client satisfaction over profits for shareholders.

At the core of all our endeavors lies our mission: we form alliances to generate a constructive impact that enhances the quality of life for both our clients and staff members, while collectively enhancing the well-being of our communities and society. We are a forward-thinking, adaptable, and all-encompassing institution that entices, nurtures, and catalyzes excellence in performance and a sense of inclusivity.

People are the core of our partnership at Edward Jones. Our team members are acknowledged, heard, valued, and provided with support, making us the preferred destination for commencing or advancing your professional path.

Delve into our comprehensive report on Purpose, Inclusion, and Citizenship.

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.

Edward Jones maintains a policy against discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other legally barred basis.

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