Advisory Support Specialist

Job Overview

If you find yourself at a professional crossroads, a career as a Advisory Support Specialist may be the right change for you. Advisory Support Specialist 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 Advisory Support Specialist 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 can count on us to offer you the necessary support. Our team will be there for you throughout the process, providing:

• Learn the ropes of financial advising and secure your license through a comprehensive paid training program recognized for its excellence.
• Earning progression during the initial five years as you launch your business²
• A community-centric branch office provided by a business
• By offering aid in branch offices, the aim is to support you in managing tasks efficiently and enhancing client relationships
• 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.

You can also count on...

• There are no restrictions on how much you can earn and flourish, with your pay being dependent on the effort you put in
• A compensation program that includes chances for commissions, profit distribution, and incentive trips
• Managing your personal and professional affairs adeptly ensures a well-rounded and satisfying existence
• Supporting a culture of perpetual growth and advancement within the professional landscape

Key Responsibilities

• Foster relationships to acquire new clients through a range of face-to-face and virtual approaches, including residential outreach, business networking, referrals, social media engagement, and public speaking appearances.
• Build trust more effectively and formulate customized, holistic strategies by truly understanding the needs, priorities, and concerns of clients and prospective clients in order to help them achieve their objectives.
• Monitor branch processes, functions, and responsibilities to ensure a first-rate and well-coordinated client interaction following firm protocols, regulatory mandates, and ethical guidelines.
• 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.
• Cultivate a positive work environment in the branch based on trust, respect, ongoing feedback, and a strong sense of accountability shared by all 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:

Acknowledging the time and commitment needed to establish a business, we have introduced a fresh financial advisor compensation plan. This program is designed to provide support and recognition as you learn the necessary skills, systems, and business practices essential for success within our client-first business model. The updated financial advisor compensation plan includes trainee pay, supplemental salary for up to five years, commissions, and compensation for new assets gathered during the first five years.

Explore the link below for additional information on compensation.

Payment packages for up-and-coming financial advisors

Within the $45,000 to $100,000 spectrum, there lies the supplemental range for starting salaries

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 characteristics are valuable for a career in financial advising?

• Enthralled by the complexities of financial services and markets and their operational frameworks
• Fervor for education and obstacles, supported by a persistent dedication to achieving success
• Proficient in creating enduring alliances
• Secure in your ability to analyze situations critically
• Zest for promising beginnings

Can you see yourself...

• Advancing as a financial advisor through our all-inclusive training program
• Granting exclusive investment and financial solutions to your clients?
• Acknowledging the duty of fostering the growth and prosperity of your business?
• Meeting both professional and personal objectives in the process of developing your practice?
• Being active and having a positive influence on your nearby community?

Skills/Requirements

To qualify, applicants need to possess a minimum of one of the four qualifications listed in the bullets below:

• Preference is given to individuals with a bachelor's degree, or those with relevant work experience in the securities/financial services industry
• Familiarity with financial services and sales is a key requirement
• The official recognition or approval required for offering financial services
• Moving up the career ladder in a professional or military capacity requires dedication, skill development, and a strong work ethic

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.
• Regular completion of training sessions conducted by the company and regulatory agencies like FINRA and the SEC, alongside mandatory continuing education stipulations, is imperative for associates to preserve the currency of their licenses.

Edward Jones is committed to fostering a culture where every individual feels a sense of belonging and is valued. We take pride in the impactful contributions made by our team members and the accolades we have received as a result.

Discover the array of American accolades and distinctions: Find valuable insights and information in Edward Jones blog posts focused on awards

Explore our Canadian distinctions and accolades: Edward Jones Blog Posts Providing Insights & Information

About Us

Explore the opportunity to join a respected financial services firm that appreciates your contributions. Edward Jones, a Fortune 500¹ company, emphasizes individual connections. With a substantial client base of over 9 million and a team of 20,000 financial advisors across the U.S. and Canada, our commitment to client-centric services is strengthened by our private ownership structure.

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.

The essence of our partnership lies in people, with Edward Jones employees being acknowledged, supported, respected, and heard, solidifying our status as the ideal setting to begin or grow your career.

Gain valuable insights from our Purpose, Inclusion, and Citizenship Report.

The compensation is given for utilizing, rather than obtaining, a position on the June 2024 Fortune 500 list, which is based on data as of December 2023.

Discrimination at Edward Jones is not allowed on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other prohibited factor under the law.

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