Financial Planner

Job Overview

When you reach a professional crossroads, transitioning to a Financial Planner role could be the right path for you to consider. Financial advisors work closely with clients to aid them in realizing their long-term financial aspirations, such as retirement planning, wealth accumulation, estate planning, and funding education. As a financial advisor at Edward Jones, you will have the opportunity to build and expand your client base with the assistance of your branch associates, the corporate support team, and other financial advisors in your region. You can benefit from the wealth of experience accumulated over a century of company history. Edward Jones takes pride in maintaining a larger presence in the U.S. and Canada compared to any other investment firm, serving over eight million clients.

Our Financial Planner are valued collaborators who have played a pivotal role in our success, leveraging their unique experiences and professional backgrounds. In promoting an inclusive environment, we recognize the significance of diverse viewpoints in driving outcomes. Financial advisors take the lead in guiding the branch team to serve clients and support the organization's goals. By deeply comprehending clients' aspirations and their underlying importance, they swiftly build trust and assist clients in remaining committed to their financial strategies. Through Edward Jones, you have the opportunity to create a positive influence on clients' lives and work jointly towards realizing their long-term financial goals, thereby making a meaningful impact on your community.

We are here to give you the necessary aid. Our team will stand by you every step of the way, delivering:

• Participate in a top-notch training course to secure licensure and broaden your knowledge as a financial advisor with paid instruction.
• Pay scale for the first five years upon commencing your practice²
• A company-sponsored branch office serving the community
• With assistance in satellite offices, the burden is lifted, enabling you to concentrate on serving your clientele
• You will have the independence to work on your own while having the backing of a large team extending from your branch office to the region and headquarters.

You can also look out for...

• Your earning potential and career development have no boundaries, as your pay is associated with the level of effort you invest
• A compensation plan that incorporates options for commissions, profit division, and motivational excursions
• Finding the right mix of personal and professional activities provides the necessary flexibility to lead a fulfilling life
• Promoting a mindset of continual betterment and evolution in the workplace

Key Responsibilities

• Develop rapport with individuals to generate new clientele through both traditional and modern means like face-to-face interactions, virtual networking, referrals, social media presence, and participation in speaking events.
• Enhance trust and create individualized, thorough tactics by truly grasping the needs, priorities, and apprehensions of clients and prospective clients in order to assist them in attaining their objectives.
• Manage branch protocols, positions, and duties to secure a premium and well-organized customer experience that complies with company regulations, legal mandates, and ethical principles.
• Collaborate with the branch personnel to establish, supervise, and adapt the branch's operational scheme to amplify branch efficiency and attain sought-after business goals.
• Establish a collaborative workspace in the branch where trust, respect, feedback, and accountability are the cornerstone values.

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's compensation and benefits package cover a comprehensive range of services, including medical, prescription drug, dental, and vision care. Additionally, financial advisors can enroll in voluntary benefits like accident, hospital indemnity, and critical illness coverage, along with disability income continuation. The company also extends basic life and accidental death & dismemberment (AD&D) insurance to advisors at no extra charge. Moreover, Edward Jones offers a 401k retirement plan and tax-efficient savings options such as health savings accounts and flexible spending accounts for eligible employees.

Compensation:

In recognition of the dedication and time required to establish a business, we have introduced an innovative financial advisor compensation program. This tailored program aims to encourage and compensate individuals as they acquire the necessary expertise, tools, and business strategies vital for success within our client-centric business framework. The new financial advisor compensation structure encompasses starting salaries, additional compensation for up to five years, as well as commissions and incentives for accumulating new assets during the first five years.

Click on the link below for further information on compensation.

Earnings model for novice financial advisors

The starting salary spectrum is increased, ranging from $45,000 to $100,000

Skills/Requirements

Financial Planner who are successful exhibit a distinct combination of determination, self-motivation, and a commitment to establishing enduring client relationships. They increase their client base by identifying and acquiring new clients through an initial exploration of financial goals. Furthermore, they bolster relationships with existing clients by reviewing investment strategies and recommending implementation plans. The earning potential of financial advisors corresponds to their level of achievement.

What traits contribute to being an effective financial advisor?

• Curiosity about the workings of financial services and markets and the interactions within them
• Fondness for education and hurdles, coupled with a steadfast resolve to excel in endeavors
• Adept at developing sustained rapport
• Secure in your skills of logical reasoning
• Excitement for innovative opportunities

Do you visualize yourself...

• Gaining proficiency as a financial advisor by participating in our extensive training initiative
• Supplying individualized investment and financial options for your client base?
• Being accountable for the progress and triumph of your enterprise?
• Fulfilling professional and personal aspirations concerning the growth of your practice?
• Participating in and contributing positively to your community?

Skills/Requirements

Job seekers should meet the standards set out in one of the four listed qualification bullets:

• Preference is given to candidates with a bachelor's degree, or those with comparable work experience in the securities/financial services industry
• Experience in the financial industry or sales field is essential
• Process of certifying or validating financial service providers
• Progression in a professional or military career involves climbing the ladder of success by acquiring new skills and taking on increased responsibilities

Licensing:

• The SIE exam, Series 7, and Series 66 qualifications are mandatory for candidates applying to work at Edward Jones, and these registrations can be obtained during the paid study timeframe set by the company.
• Applicants need to complete FINRA registrations and obtain state insurance licenses within a three-month timeframe.
• Completion of regular training sessions provided by the firm and oversight bodies such as FINRA and the SEC, coupled with obligatory continuing education obligations, is a fundamental requirement for associates to retain their professional licenses.

Our goal at Edward Jones is to cultivate a supportive atmosphere where everyone can thrive and feel a sense of community. We are delighted by the meaningful impact our employees have on the company and the accolades we have been honored with.

Peruse our array of U.S. awards and distinctions: In-depth blog posts about Edward Jones provide valuable insights and information

Delve into our Canadian awards and accolades: Edward Jones Blog Posts Delivering Insights & Information

About Us

Discover the chance to be an integral part of a respected financial services corporation that upholds the importance of your contributions. Edward Jones, a Fortune 500¹ entity, prioritizes people. With an extensive clientele exceeding 9 million and a team of 20,000 financial consultants spread across the U.S. and Canada, our commitment to private ownership underscores client welfare above shareholder profits.

Our driving force is rooted in our mission: we collaborate with the goal of making a positive difference that elevates the lives of our clients and colleagues, as well as contributing to the improvement of our communities and society as a whole. We are a progressive, adaptable, and diverse establishment that draws in, nurtures, and motivates individuals to aspire to high performance and a sense of community.

People are the core of our partnership at Edward Jones. Our team members are acknowledged, heard, valued, and provided with support, making us the preferred destination for commencing or advancing your professional path.

Check out our Purpose, Inclusion, and Citizenship Report for more information.

Published in June 2024, the Fortune 500 list is compiled using data up to December 2023 with payment given for its usage, not its acquisition.

Discrimination based on race, color, gender, faith, birth country, age, disability, sexual orientation, pregnancy, veteran status, genetic data, or any other prohibited criteria by law is not tolerated at Edward Jones.

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