Investment Advisor

Job Overview

Should you find yourself standing at a professional crossroads, considering a shift to a financial advisor role might be the appropriate choice for you. Investment Advisor collaborate with clients to help them achieve their long-term financial goals, such as retirement planning, wealth development, estate planning, and funding for educational purposes. As a financial advisor affiliated with Edward Jones, you will have the opportunity to build and enhance your clientele with the backing of your branch team, corporate support staff, and regional colleagues in the financial advisory field. You can draw upon the knowledge accumulated over a century of company history. Edward Jones prides itself on maintaining a greater presence across the United States and Canada than any other investment firm, serving in excess of eight million clients.

We attribute much of our accomplishments to the distinctive experiences and professional backgrounds of our financial advisors, who are esteemed partners within our organization. Fostering a culture of inclusivity, we appreciate how diverse perspectives contribute to achieving outcomes. Financial advisors assume leadership of the branch team, serving clients and advancing the firm's purpose. Their in-depth grasp of clients' objectives and the rationale behind them fosters trust-building and aids in ensuring clients adhere to their financial plans. Edward Jones empowers you to make a positive impact on clients' lives and collaborate towards attaining their enduring financial objectives, enabling you to effect change within your local community.

We will provide the help and assistance you require. Our team will support you at every stage of the process, offering:

• Gain registration and certification while acquiring essential skills to embark on a career as a financial consultant through a premium training program.
• Earnings for the initial five years as you initiate the development of your business²
• An office branch established by a firm within the local area
• Support at branch locations aims to alleviate tasks, allowing you to prioritize client interactions effectively
• Working independently while being supported by thousands of team members at every stage, from the branch office to the regional and home office, you have a strong support network.

Another thing to look forward to is...

• There is no cap on how much you can earn and progress, as your compensation is linked to the level of commitment you exhibit
• A remuneration package offering possibilities for commissions, profit participation, and travel incentives
• Striking a balance between your personal and professional commitments allows you to enjoy the benefits of both spheres of life
• Establishing a culture where constant progress and advancement are valued and encouraged

Key Responsibilities

• Forge relationships to attract potential clients using a combination of offline and online methods such as residential outreach, business connections, networking events, referrals, social media platforms, and public speaking engagements.
• Develop a profound understanding of the desires, preferences, and anxieties of clients and potential clients to enhance credibility and devise customized, holistic approaches that enable them to accomplish their aspirations.
• Monitor branch procedures, functions, and obligations to uphold a superior and cohesive client interaction in accordance with organizational policies, regulatory standards, and ethical directives.
• Encourage collaboration within the branch team to devise, track, and fine-tune the branch's operational blueprint for improved branch performance and successful business outcomes.
• Cultivate a stimulating environment in the branch that thrives on trust among team members, respect for each other, constructive feedback, and a sense of responsibility.

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:

Investment Advisor at Edward Jones benefit from a flexible schedule and may have access to paid sick leave and vacation time in compliance with relevant regulations. Eligible advisors could receive bonuses, profit-sharing opportunities, and paid medical and parental leave based on specific criteria. Those meeting the requirements might also qualify for participation in the firm's Travel Award Program. All employees, including financial advisors, can access the Employee Assistance Program, demonstrating the company's commitment to supporting the well-being of its workforce. More information on the available benefits for financial advisors can be found on the dedicated benefits page on the website.

Compensation:

Creating and growing a business necessitates a persistent effort, and to support this journey, we have introduced a revamped financial advisor compensation model. This initiative is structured to assist and acknowledge your progress as you develop the essential proficiencies, frameworks, and business methodologies essential for excelling within our customer-focused business model. The enhanced financial advisor compensation system comprises of beginner's wage, supplementary remuneration over a five-year timeframe, as well as incentives and rewards for acquiring new assets during the inaugural five years.

For additional details on compensation, access the link provided.

Payment structure for newly hired financial advisors

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

Skills/Requirements:

Effective Investment Advisor 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.

Which qualities are crucial for excelling as a financial planner?

• Intrigued by the intricacies of financial services and markets and their functionality
• Enthusiasm and eagerness towards gaining new insights and confronting difficult tasks, alongside a strong commitment to accomplishing goals
• Experienced in cultivating enduring relationships
• Feeling at ease with your capacity for critical analysis
• Zeal for novel prospects

Can you picture yourself...

• The process of becoming a financial advisor via our all-encompassing training program
• Offering tailored investment and financial plans for your customers?
• Assuming control of the growth and prosperity of your business?
• Meeting professional and personal targets in the context of developing your business?
• Being involved and creating a beneficial influence in your local area?

Skills/Requirements:

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

• A bachelor's degree is highly favored, or an equivalent level of work experience in the securities/financial services field is also acceptable
• Background in financial services and sales is necessary
• Securing registration or licensing for financial sector activities
• Career advancement in a professional or military context signifies the attainment of higher ranks or positions through demonstrated competence and dedication

Licensing:

• Applicants are expected to have completed the SIE exam, Series 7, and Series 66 certifications for employment at Edward Jones, and these registrations can be acquired within the assigned study period where individuals will be compensated.
• It is mandatory to acquire FINRA registrations within three months and to also secure state insurance licenses.
• Ongoing participation in training programs offered by the organization and regulatory entities like FINRA and the SEC, as well as meeting obligatory continuing education criteria, is essential for associates to maintain their licensing status.

Edward Jones is dedicated to fostering a sense of belonging for all, ensuring that every individual is appreciated and respected. We take satisfaction in the valuable work that our staff contributes to the organization and the acknowledgments we have received as a result.

Discover our catalog of accolades and achievements in the United States: Dive into Edward Jones blog posts offering insights and information

Peruse our Canadian prizes and distinctions: Edward Jones Blog Postings Offering 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.

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.

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.

Explore our report detailing Purpose, Inclusion, and Citizenship.

Compensation is offered for the usage, not the acquisition, of the rating on the June 2024 edition of the Fortune 500 list, which is based on data up to December 2023.

Edward Jones prohibits discrimination on the grounds of race, color, sex, religion, citizenship, age, disability, sexual orientation, pregnancy, veteran status, genetic details, or any other factor that is not allowed by law.

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