Assistant Investment Advisor

Job Overview

If you find yourself at a professional crossroads, a career as aAssistant Investment Advisormay be the right change for you.Assistant Investment Advisor 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.

OurAssistant Investment Advisor 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.

We are here to support you in whatever way you need. Our team will accompany you every step of the way, providing:

• Acquire licensure and expertise by enrolling in a paid training initiative that is considered one of the best in the industry.
• Wage structure for the first five years when beginning to establish your practice²
• A firm-established office branch serving the local community
• The provision of support in satellite offices helps in reducing your workload, giving you the freedom to concentrate on client interactions
• As you work independently, take comfort in knowing that a vast team spanning from the branch office to the region and home office is there to support you every step of the way.

It is also worth noting...

• Your earning capacity and personal growth have no limits, as your compensation is based on the effort you exert
• An incentivized compensation package offering commission opportunities, profit sharing, and travel rewards
• Harmonizing your personal and professional endeavors allows for a diverse and enriching lifestyle
• Advocating for the continuous enhancement of skills and knowledge in a professional setting

Key Responsibilities

• Nurture connections to build a client base by employing diverse sourcing strategies like in-person meetings, online outreach, referrals, social media networking, and participation in public speaking events.
• Foster trust and construct personalized, comprehensive plans by thoroughly understanding the needs, priorities, and concerns of clients and potential clients, ultimately supporting them in reaching 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.
• 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.
• Develop a supportive branch culture centered on trust, mutual respect, effective feedback mechanisms, and a culture of ownership among 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:

Recognizing the dedication and time investment required for business building, we have introduced an innovative financial advisor compensation framework. This tailored program is crafted to incentivize and recognize individuals as they gain the necessary skills, processes, and business strategies crucial for excelling within our customer-focused business model. The new financial advisor compensation structure consists of starting salaries, additional compensation for a period of five years, as well as commissions and incentives for acquiring new assets during the first five years.

For more insights on compensation, click on the link below.

Financial rewards for emerging financial advisors

The initial salary range can be augmented to between $45,000 and $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.

Which attributes are fundamental for achieving success as a financial advisor?

• Inquisitive about the inner workings of financial services and markets and their mechanisms
• Affection for expanding one's knowledge and confronting challenges, powered by a determined ambition for triumph
• Expert in cultivating sustained relationships
• Feeling assured in your capacity for logical thinking
• Fervor for exciting options

Can you perceive yourself...

• Mastering the role of a financial advisor through our comprehensive training program
• Distributing unique investment and financial strategies to your client base?
• Seizing the reins of your company's development and achievement?
• Achieving professional and personal aims in relation to enhancing your practice?
• Contributing positively and making a difference in your local community?

Skills/Requirements:

Prospective candidates must meet the criteria of at least one of the four qualifications outlined in the bullets:

• A bachelor's degree is the preferred qualification, or an equivalent level of experience in the securities/financial services sector is also valued
• Prior exposure to financial services and sales is expected
• Approval process for financial service providers
• 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.
• It is essential to obtain FINRA registrations and state insurance licenses within a three-month period.
• 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.

At Edward Jones, our priority is to establish a sense of inclusivity and community within the organization. We are grateful for the dedication and valuable work contributed by our associates and the recognition we have earned.

Explore the various U.S. awards and recognitions received: Gain insights and information through Edward Jones blog posts dedicated to these achievements

Peruse our Canadian accolades and awards: Edward Jones Blog Entries Featuring Insights & Information

About Us

Seize the chance to be part of a well-established financial services organization that values your input. Edward Jones, a Fortune 500¹ company, prioritizes individuals. Serving more than 9 million clients with a network of 20,000 financial advisors in the U.S. and Canada, our client-centered approach sets us apart as a privately-owned entity.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

At the heart of our partnership are people. Edward Jones team members are recognized, acknowledged, valued, and uplifted, defining us as the preferred avenue to kick-start or advance your professional journey.

Discover the contents of our report focusing on Purpose, Inclusion, and Citizenship.

Payment is extended for the utilization, not the acquisition, of the rating on the June 2024 Fortune 500 list, reflecting information up to December 2023.

Edward Jones follows the law by refraining from discriminating against individuals due to their race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other restricted category.

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