Financial Consultant

Job Overview

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

• Secure registration and licensing through a paid training program that imparts the required expertise for a career as a financial advisor.
• Remuneration over the initial five years while commencing your professional journey²
• A company-operated office branch within the neighborhood
• With additional assistance in branch locations, you can streamline operations and devote more time to client engagement
• Enjoy the freedom of working independently, knowing that you have a strong support system comprising thousands of team members from your branch office, region, and home office.

Another aspect to consider is...

• You have endless opportunities for earning and progression, as your compensation is connected to the energy you put forth
• A remuneration package featuring possibilities for commissions, profit sharing, and travel incentives
• Attaining the appropriate level of flexibility between personal and professional pursuits enables a holistic approach to life
• Nurturing a culture that prioritizes ongoing development and growth in a professional capacity

Key Responsibilities

• Create partnerships to attract new customers using a blend of offline and online channels such as neighborhood visits, business networking, mutual recommendations, social media interactions, and speaking at events.
• 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.
• Administer branch procedures, positions, and responsibilities to guarantee an exceptional and streamlined client journey in adherence to company policies, regulatory mandates, and ethical guidelines.
• Rally the branch employees to develop, monitor, and refine the branch's business strategy to enhance branch efficiency and achieve intended business results.
• Formulate a stimulating branch environment characterized by trustful interactions, mutual respect, constructive feedback, and a culture 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:

In addition to the core benefits, financial advisors at Edward Jones may have the opportunity to earn bonuses, partake in profit-sharing schemes, and avail themselves of paid medical and parental leave if they meet certain criteria. Eligible individuals may also qualify for participation in the Travel Award Program offered by the firm. To support the well-being of all associates, Edward Jones extends access to the Employee Assistance Program, which offers additional resources and support. Those interested in learning more about the benefits accessible to financial advisors can access detailed information on the company's benefits page online.

Compensation:

Understanding the commitment needed in establishing a business, we have structured a revised financial advisor compensation program. This program aims to assist and acknowledge your advancement as you acquire the requisite expertise, structures, and business methodologies essential for success within our client-centric business approach. The enhanced financial advisor compensation setup encompasses trainee pay, additional compensation spanning five years, as well as incentives and compensation for gathering new assets during the outset five years.

Click the provided link for more information on compensation.

Compensation strategies for beginner financial advisors

Starting salaries can be supplemented with a range spanning from $45,000 to $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.

What specific traits can lead to success as a financial consultant?

• Interested in delving into the world of financial services and markets to grasp their functionalities
• Devotion to learning and difficulties, fueled by an unwavering persistence to thrive
• Accomplished in nurturing lasting connections
• Confident in your critical thinking skills
• Keenness for modern avenues

Can you see yourself...

• Enhancing knowledge as a financial advisor through our extensive training regime
• Furnishing specialized investment and financial services for your customers?
• Stepping up to lead the growth and success of your business?
• Attaining both professional and personal milestones while growing your practice?
• Getting engaged and making a beneficial impact on your surrounding community?

Skills/Requirements

It is essential for candidates to have one of the four qualifications mentioned in the bullets provided:

• Candidates with a bachelor's degree are preferred, or those with similar work-related experience in the securities/financial services industry are also suitable
• Having a history of working in financial services or sales is important
• Getting licensed or registered for conducting financial operations
• Career development in a professional or military environment involves a structured path of promotions and opportunities for professional growth

Licensing:

• To be considered for a role at Edward Jones, applicants are required to have passed the SIE exam, Series 7, and Series 66 exams, and they can obtain these licenses whilst on a paid study schedule provided by the company.
• A period of three months is allotted for individuals to obtain FINRA registrations and state insurance licenses.
• Associates are expected to participate in continuous training activities provided by the company and relevant regulatory authorities like FINRA and the SEC, along with fulfilling prescribed continuing education mandates essential for maintaining licensure.

In striving to create an environment where all individuals feel a sense of acceptance, Edward Jones emphasizes the significance of each team member's role in the organization's success. We are proud of the accolades we have received and the valuable contributions made by our associates.

Delve into our compilation of American honors and accolades: Edward Jones blog posts provide insights and information on various awards

Explore our Canadian awards and commendations: Edward Jones Blog Posts on Insights & Information

About Us

Embrace the opportunity to work for a distinguished financial services company that respects your contributions. Edward Jones, a Fortune 500¹ corporation, centers its values around people. With a massive client base of over 9 million and a skilled team of 20,000 financial advisors covering the U.S. and Canada, our dedication to private ownership underscores our commitment to client satisfaction above all else.

We are guided by our mission: we join forces to achieve a positive influence that enhances the well-being of our clients and team members, while also contributing to the enhancement of our communities and society. Our organization is characterized by its forward-thinking approach, flexibility, and inclusivity, attracting, developing, and motivating individuals to excel in performance and foster a sense of unity.

People are the focal point of our collaboration at Edward Jones. Our associates are recognized, heard, esteemed, and assisted, underscoring our position as the optimal choice for initiating or advancing your career.

See what our Purpose, Inclusion, and Citizenship Report has to offer.

The June 2024 release of the Fortune 500 list, utilizing data up to December 2023, offers compensation for its application, not acquisition.

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.

#LI-USFATA