
Job Overview
Compensation
Salary
Range $45,000.00 - $100,000.00
Benefits
Medical insurance
prescription drug coverage
Dental Insurance
Vision Insurance
Disability income continuation
basic life insurance
Basic AD&D coverage
401k Retirement Plan
Health savings account
Flexible spending account
Paid sick leave
Paid Time Off
Bonuses
Profit sharing
Paid medical leave
Paid parental leave
Employee assistance program
Travel award program
Job Description
Edward Jones is a leading financial services firm dedicated to helping individuals achieve their long-term financial goals. As a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the United States and Canada, Edward Jones is proudly privately-owned, ensuring that the focus remains on client success rather than shareholder returns. The company’s strong community and client-centered values have established it as one of the most respected and innovative firms in the financial industry.
The firm emphasizes an inclusive and supportive work environment where employees feel seen, heard, and valued, fostering a sense of belonging and performance excellence. Edward Jones takes pride in its comprehensive approach to professional development and client service, backed by a history of more than 100 years of success. The company operates more offices in North America than any other investment firm, serving millions of clients with personalized financial strategies.
Joining Edward Jones as a financial advisor offers a unique career opportunity to grow your own practice with extensive support from branch teams, regional advisors, and home office staff. The role involves developing meaningful client relationships by understanding their financial aspirations, such as retirement planning, wealth building, estate strategies, and education funding. Advisors at Edward Jones are essential partners who guide clients by crafting customized solutions that align with their distinct needs and priorities.
Edward Jones provides exceptional training and resources to new financial advisors, including paid training with top-rated industry programs, salary support during the initial five years of building your practice, and access to a firm-supported branch office. Advisors benefit from a collaborative network that assists with administrative and operational tasks, allowing them to focus on client engagement and business growth. Additionally, the firm offers an attractive compensation package reflecting individual effort and success, including commissions, profit sharing, and incentive travel.
The financial advisor role requires a mix of ambition, self-motivation, critical thinking, and dedication to nurturing long-term client relationships. Successful advisors exhibit a passion for helping clients, a love of learning, and the ability to navigate complex financial markets confidently. Edward Jones fosters a culture of continuous improvement, enabling advisors to achieve their professional goals while making a positive impact in their communities.
The firm’s commitment to diversity, equity, and inclusion is evident through its supportive policies and recognition programs. Edward Jones complies with all applicable laws regarding fair employment and offers a comprehensive benefits package including health, dental, vision insurance, retirement plans, and paid time off, all designed to support advisors both professionally and personally.
As a financial advisor with Edward Jones, you can expect to develop your skills through a well-structured learning path, deliver tailored financial solutions to clients, take ownership of your business success, meet your personal and professional objectives, and contribute meaningfully to your local community’s financial well-being. This role provides the ideal balance of independence, teamwork, and growth opportunity, making Edward Jones an exceptional place to start or advance your financial services career.
The firm emphasizes an inclusive and supportive work environment where employees feel seen, heard, and valued, fostering a sense of belonging and performance excellence. Edward Jones takes pride in its comprehensive approach to professional development and client service, backed by a history of more than 100 years of success. The company operates more offices in North America than any other investment firm, serving millions of clients with personalized financial strategies.
Joining Edward Jones as a financial advisor offers a unique career opportunity to grow your own practice with extensive support from branch teams, regional advisors, and home office staff. The role involves developing meaningful client relationships by understanding their financial aspirations, such as retirement planning, wealth building, estate strategies, and education funding. Advisors at Edward Jones are essential partners who guide clients by crafting customized solutions that align with their distinct needs and priorities.
Edward Jones provides exceptional training and resources to new financial advisors, including paid training with top-rated industry programs, salary support during the initial five years of building your practice, and access to a firm-supported branch office. Advisors benefit from a collaborative network that assists with administrative and operational tasks, allowing them to focus on client engagement and business growth. Additionally, the firm offers an attractive compensation package reflecting individual effort and success, including commissions, profit sharing, and incentive travel.
The financial advisor role requires a mix of ambition, self-motivation, critical thinking, and dedication to nurturing long-term client relationships. Successful advisors exhibit a passion for helping clients, a love of learning, and the ability to navigate complex financial markets confidently. Edward Jones fosters a culture of continuous improvement, enabling advisors to achieve their professional goals while making a positive impact in their communities.
The firm’s commitment to diversity, equity, and inclusion is evident through its supportive policies and recognition programs. Edward Jones complies with all applicable laws regarding fair employment and offers a comprehensive benefits package including health, dental, vision insurance, retirement plans, and paid time off, all designed to support advisors both professionally and personally.
As a financial advisor with Edward Jones, you can expect to develop your skills through a well-structured learning path, deliver tailored financial solutions to clients, take ownership of your business success, meet your personal and professional objectives, and contribute meaningfully to your local community’s financial well-being. This role provides the ideal balance of independence, teamwork, and growth opportunity, making Edward Jones an exceptional place to start or advance your financial services career.
Job Requirements
- Bachelor's degree strongly preferred or equivalent work-related experience
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
- SIE, Series 7 and Series 66 registrations required within three months
- State insurance licenses required
- Completion of ongoing training and CE requirements
- Ability to learn and apply financial products and strategies
- Strong communication and relationship-building skills
Job Qualifications
- A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
Job Duties
- Build relationships to create new clients via face-to-face and virtual sourcing strategies
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability
Job Criteria
Experience
No experience required
Job Location
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