US EG Financial Advisor Region

Overview

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned and focused on our clients. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues and better our communities and society.

We foster an innovative, flexible, and inclusive environment that supports performance excellence and belonging. Edward Jones associates are seen, heard, respected, and supported.

Note:

This opportunity is different from the financial advisor hiring process for an existing opening. It allows you to express interest in an anticipated financial advisor position and seek to become prequalified. You can proceed with the interview and assessment steps in our hiring process. When a future financial advisor opening arises, you will be considered among other prequalified candidates who can become registered and licensed and step into a financial advisor role.

Being prequalified does not guarantee selection for a future position. Financial advisors help clients achieve long-term financial goals, develop their own practice with support from the branch, home-office, and regional teams, and benefit from Edward Jones’ long history and broad presence in the U.S. and Canada.

Edward Jones emphasizes an inclusive environment where diverse viewpoints contribute to results. Our financial advisors lead the branch team to serve clients and contribute to the firm’s purpose, working to build trusted, personalized strategies for clients within firm policies, procedures, regulatory requirements, and ethical guidelines.

We provide robust support to help you succeed as a financial advisor, including training and development, licensing support, and opportunities to grow your practice within a large network.

• Paid training with licensing and a leading industry training program
• Salary for the first five years as you begin to build your practice
• Branch office in the community and branch office support
• Support network from your branch to region and home office
• Independent work with thousands of colleagues backing you

You can also expect…

• No earning ceiling; compensation tied to effort
• Compensation with commissions, profit sharing, and incentive travel
• Flexibility to balance personal and professional life
• A culture of continuous improvement and professional development

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)
• Understand clients’ needs and priorities to create personalized strategies that help them reach their goals
• Oversee branch processes and roles to ensure a high-quality, compliant client experience
• Engage the branch team to monitor and adjust the branch business plan to improve effectiveness
• Foster a highly engaging environment in the branch with mutual trust, respect, feedback, and accountability

Additional notes:
For historical context, Edward Jones has recognized training achievements. See the organization’s awards information as applicable. Licensing and compensation notes are described below.

Candidates should have at least one of the following:

• Bachelor’s degree or equivalent work experience in securities/financial services
• Financial services and/or sales experience
• Financial services registration, licensing, or certification
• Professional and/or military career progression

Licensing:

• SIE (can be obtained without firm sponsorship);
  Series 7 and Series 66 are required; registrations may be obtained at Edward Jones during the paid study period if not currently registered
• FINRA registrations required within three months; state insurance licenses will be required
• As an associate, ongoing training and CE requirements to maintain licenses

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis…