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Professional Development

Development tailored to your goals

Because we believe in autonomy, we let you drive your professional development. Whether your goal is to advance your practice or step into a leadership role, we'll help you get there.

Development leads to more success

Your professional development is unique, and we recognize that.

When you join Edward Jones, we're committed to helping you take your career as far as you can. It's a commitment that lasts throughout your career. And it's why we offer a variety of development opportunities.

Practice management programs

Our workshops and forums are tailored to varying levels of experience and knowledge. Most are open to experienced Financial Advisors and their branch office administrators, who are important partners in the business.

For $400,000-$600,000 production levels

Advanced Practice Management Forum

  • 2½-day program for Financial Advisors and their branch office administrators
  • Features keynote sessions with home-office subject matter experts and third-party business consultants
  • More than 30 elective sessions to choose from

Insurance Partnership

  • 2-day program for financial advisors and their branch office administrators
  • Work with a Life Insurance Consultant to uncover client opportunities for wealth transfer and estate considerations

Right-sizing Your Practice

  • 2-day program for Financial Advisors and their branch office administrators
  • Offers strategies for deepening relationships with clients who have the greatest impact on your business

Legacy Building Workshop

  • 2-day program for Financial Advisors exploring retirement options
  • Learn about options to help you plan and execute a strategy for a strong finish to your career, including the Retirement Transition Plan
For $700,000+ production levels

Advanced Branch Team Performance

  • Custom-tailored 4-month program focused on business development and branch team performance
  • Evaluates a branch's practice and develops objectives and strategies to achieve a vision

Insurance Partnership

  • 2-day program for Financial Advisors and their branch office administrators
  • Work with a Life Insurance Consultant to uncover client opportunities for wealth transfer and estate considerations

Right-sizing Your Practice

  • 2-day program for Financial Advisors and their branch office administrators
  • Offers strategies for deepening relationships with clients who have the greatest impact on your business

Legacy Building Workshop

  • 2-day program for Financial Advisors exploring retirement options
  • Learn about options to help you plan and execute a strategy for a strong finish to your career, including the Retirement Transition Plan
For $1+ million production levels
Custom Forum
  • 2-day program for Financial Advisors and their branch office administrators
  • Focuses on attracting and serving high net worth clients
  • Includes case studies on uncovering and solving complex issues

Leadership opportunities

Due to the size and structure of our branch office network, there are leadership opportunities available in every region. As you are running a successful practice, you can also take part in leadership and support roles such as:

  • Client Solutions Leader - Lead your region in incorporating solutions-based advice, tools and resources within branch practices
  • Field Trainer Leader - Improve performance of trainees' and new financial advisors' businesses
  • Performance Leader - Improve performance of financial advisor businesses
  • Regional Technology Advisor - Test new technology and promote use of technology tools

Read about how we support you

Compensation is more than a salary

Read about our comprehensive package of benefits. You may be interested to see we offer a Health Savings Account.

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Training will match your experience

You'll have access to tailored training, based on your experience - plus advanced training to keep you current on products, practice management and industry changes.

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You'll help others plan for retirement

Don't forget about your own. Understand our compensation structure and be sure to plan for your own retirement.

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