Financial Advisory Associate

Job Overview

If you find yourself at a professional crossroads, a career as a Financial Advisory Associate may be the right change for you. Financial Advisory Associate 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 Advisory Associate 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 committed to offering you the necessary support. Our team will be there to assist you throughout the process, providing:

• Obtain registration and accreditation as you educate yourself on becoming a financial advisor, courtesy of a high-quality paid training scheme.
• Income potential during the initial five years when starting to establish your career²
• A local office set up by a firm for community use
• Providing aid in branch offices ensures that you can divert your efforts towards catering to your clients' needs
• Receiving support from a vast team that stretches from the branch office to the region to the home office will allow you to work autonomously.

Expectations can also include...

• The sky is the limit for how much you can earn and expand, with your compensation reflecting the amount of work you commit
• A remuneration deal that includes prospects for commissions, profit allocation, and travel rewards
• Balancing your personal life with your career demands offers the opportunity to experience the best of both worlds
• Encouraging a dedication to continuous learning and refining skills in the professional sphere

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.
• Accelerate the establishment of trust and forge personalized, comprehensive strategies by thoroughly comprehending the needs, priorities, and concerns of both clients and potential clients to help them achieve their goals.
• Control branch processes, roles, and obligations to ensure a high-caliber, smooth client service consistent with company guidelines, legal stipulations, and ethical standards.
• Enlist the support of the branch workforce to devise, monitor, and refine the branch's operational strategy for heightened branch efficiency and the realization of desired business achievements.
• Encourage a vibrant branch setting where trust is paramount, respect is foundational, feedback is valued, and accountability is ingrained in the team culture.

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:

Financial Advisory Associate at Edward Jones enjoy a variety of benefits besides competitive compensation, such as the flexibility of their schedule and the availability of paid sick leave and time off where required by law. Eligible advisors may have the opportunity to receive bonuses, participate in profit-sharing, and access paid medical and parental leave, subject to meeting specific criteria. Qualified individuals may also be eligible to join the firm's Travel Award Program, adding another dimension to their compensation package. All employees, including financial advisors, have access to the Employee Assistance Program, underlining the company's commitment to prioritizing employee well-being. Further information on the benefits offered to financial advisors can be found on the dedicated benefits page.

Compensation:

Acknowledging the time and effort investment needed for business development, we are pleased to introduce a fresh financial advisor compensation program. This program is designed to provide support and recognition as you acquire the essential skills, systems, and operational approaches required to excel within our customer-first business model. The updated financial advisor compensation plan includes entry-level pay, an added income component for a span of five years, and rewards for commissions and accruing new assets within the initial five-year period.

Access the link below to find out more about compensation.

Remuneration plans for entry-level financial advisors

A supplemental starting salary can vary 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 characteristics are key to success in a financial advising role?

• A keen interest in understanding the dynamics of financial services and markets
• Eagerness for learning and facing challenges, driven by a resolute determination to prosper
• Skilled in fostering long-lasting partnerships
• Self-assured in your capability for rational thought
• Eagerness for unexplored possibilities

Can you imagine yourself...

• Developing skills as a financial advisor through our thorough training curriculum
• Dispensing custom investment and financial solutions to your clients?
• Accepting the challenge of driving the expansion and prosperity of your business?
• Accomplishing objectives, whether professional or personal, in the pursuit of expanding your practice?
• Playing an active role and having a constructive impact on your neighborhood?

Skills/Requirements

To be considered, individuals must have at least one of the four qualifications outlined in the bullets below:

• It is highly recommended that candidates have a bachelor's degree, or possess equivalent professional background in the securities/financial services sector
• Previous involvement in financial services or sales is a must
• Acquiring official permission or accreditation for offering financial services
• Moving forward in a professional or military profession is indicative of one's commitment to continuous improvement and achieving long-term goals

Licensing:

• Successful completion of the SIE exam, Series 7, and Series 66 is necessary to join Edward Jones, and individuals can get these registrations during the paid study duration they are assigned.
• Within three months, individuals must ensure they have FINRA registrations and state insurance licenses.
• It is necessary for associates to partake in ongoing training sessions facilitated by the company and regulatory entities like FINRA and the SEC, as well as to adhere to compulsory continuing education prerequisites in order to keep licenses active.

At Edward Jones, we are committed to developing an environment of inclusivity and belonging for all individuals. We take great pride in the significant role our team members play in the success of the firm, as well as the recognition we have garnered.

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

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

About Us

Join a prominent financial services institution that values your role in its success story. Edward Jones is a Fortune 500¹ company that prioritizes individuals. Serving over 9 million clients through a network of 20,000 financial advisors in the U.S. and Canada, we stand out for our commitment to client-centered operations as a privately-owned entity.

The foundation of our actions is our purpose: we come together to create a beneficial impact that enhances the well-being of our clients and coworkers, while simultaneously contributing to the betterment of our communities and society. Our organization is known for its innovation, adaptability, and inclusivity, attracting, fostering, and inspiring excellence in performance and a sense of belonging.

Our partnership revolves around individuals, with Edward Jones employees being recognized, respected, empowered, and nurtured. This ethos is what sets us apart as the prime option for launching or enhancing your career.

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

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.

Edward Jones adheres to laws that prohibit discrimination on the basis of race, gender, color, religion, nationality, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other protected status.

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