Field Support & Mentoring

Personal and Regional Support
Before you even begin your training, you are assigned a mentor who will be with you every step of the way. You will also meet with your regional leader - the person responsible for the health and growth of a geographic region of Financial Advisers. Additionally, you will be assigned to a Success Team consisting of 10 to 12 trainees, one academic leader and one veteran financial Adviser. This proactive mentoring programme has had proven results, providing tremendous continuity and immediate support.

Your mentor and Success Team will help you learn and practice the:

The Five Critical Activities For New Financial Advisers

  1. Make 25 quality contacts per day (125 per week).
  2. Ask open-ended questions to obtain financial information.
  3. Present an appropriate investment and ASK for the order.
  4. Assess each contact and indicate the next action to be taken.
  5. Contact each prospect at least once every two weeks.

A Personal Assistant Who Works Only For You
Our headquarters recruiting team will help you hire your own full-time assistant and Edward Jones will pay his or her salary and benefits and provide training. Your assistant will handle service and administration issues, freeing you up to concentrate on the crucial tasks of advising clients and growing the business.

You and your assistant will work as a team. Over the years, our clients have often expressed how enjoyable and helpful they find our branch office assistants to be. Known for their welcoming manner and passion for helping people, they assist clients with real needs. They're trained in the field and are responsible for keeping up to date with the firm's administrative and service goals. They can set up appointments and answer questions regarding clients' account statements. And they’re trained to do it all with a level of professionalism and personal care that every client deserves.

Regional Support
When you join Edward Jones, you will be assigned to a region and introduced to your regional leader. Assigned by firm's senior managers, the regional leader is a highly successful well-respected, veteran Financial Adviser who volunteers his or her time to advance the overall health and growth of their region. This includes overseeing the acclimation of new Financial Advisers to Edward Jones as well as coordinating regional events and meetings where Financial Advisers come together to share ideas and encouragement and learn from everyone’s successes.

As an individual Financial Adviser, you do not report to your regional leader. They are not regional managers. They are fellow Financial Advisers, who, like you, are committed to running their own ethical, profitable and professional business.

Many regional events at Edward Jones include spouses and family. Financial Advisers and their families often meet for both work-related events and non-work-related gatherings such as summer picnics and holiday celebrations.

Mentors
The Edward Jones culture is unique in the financial services industry. Financial Advisers here do not feel in direct competition with one other. In fact, the opposite is true. Everyone here wishes and works for others to succeed because success for one leads to success for all. Soon after you are hired, you will be matched up with established veterans from your region who volunteer their time to work with you and assist you throughout your initial training and beyond. Typically, a single Financial Adviser will emerge as your mentor - a role that becomes more of a lifetime position because the two people involved oftentimes become lasting friends. In your first few months, you may spend considerable time in your mentor’s branch office learning and observing how he or she does business.

Field Trainers
As part of your initial training, you will be assigned to a veteran Financial Adviser who will serve as your field trainer. You will spend time in their branch office observing how your field trainer and branch office assistant run their business, nurture prospects and service clients. This experience will also give you valuable insight into time-management, prioritisation skills and office administration as they work to the Edward Jones business model.

You will likely spend time observing your mentor in their branch office as well. This is a valuable opportunity in that it provides two unique perspectives in how to run a successful Edward Jones office.

New Financial Adviser Support Specialists
Support specialists are part of a team of regional veteran Financial Advisers who volunteer their time to assist others as they enter each new business segment of their Edward Jones career. New Financial Adviser Support Specialists call upon their years of experience and acquired industry and Edward Jones knowledge to assist, support and advise you as you continue to grow your business to the next level. Typically, you can expect to meet with your support specialist(s) at least once a month and they are always available via telephone and email.

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