Building Your Business

Starting out, you will spend your time in the community you serve, making face to face contacts with community residents and local business owners.

How will you go about creating clients and building a business? You’ll spend time getting to know individual prospects and their investment needs and objectives. Only after that one on one interaction and development of a comprehensive understanding of each individual's goals will you begin to provide advice and recommend appropriate investments or services.

It’s a personal approach to business
This is truly a unique level of personal service, and it is why we do business through single-adviser community based offices. Our long history of success proves that this time-honored way of doing business works for both our clients and Financial Advisers alike. 

This is a unique and exciting opportunity for the right type of person. However, this is a challenging career that requires great dedication and maximum effort. Becoming an Edward Jones Financial Adviser demands a unique commitment of time, energy and personal drive. For the right individual using the tools and skills that Edward Jones provides, this can be a highly rewarding career both personally and professionally.

Initially, you will follow our recipe for success

  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.

All while doing what's right for the client.



Why Edward Jones?

If you think Edward Jones is like every other large investment firm, think again.

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