Financial Advisor Training

Once you pass your Series 7 and 66 exams, it’s time to begin learning and understanding investments, client needs and business development skills. Our training program will help you do just that.

At the beginning of initial training, you will be assigned a home-office support representative. This individual will be dedicated to assisting you throughout our training program. The program consists of three separate training steps: Know Your Customer, Field Foundations, and Evaluation/Graduation.

Know Your Customer (one week)
During this class, conducted at our Training Centers in either St. Louis or Tempe, you will participate in a highly interactive program utilizing small group training led by Academic Training Leaders (ATLs). This class will help you develop a better understanding of your prospective clients and their needs. You will learn our firm's culture and investment philosophy. There is also an introduction to Edward Jones systems. In addition, we will introduce you to key prospecting and presentation skills you will refine later in the training program. Lastly, you will complete an individualized plan for the next step of your training. Successful completion of Know Your Customer prepares you for Field Foundations.

Field Foundations (seven weeks)
During this time, you will be working in the market you have selected to develop your business. You will develop a more thorough understanding of that market and the people in it, and begin formulating your market research plan, which will guide you through your critical first 120 days following licensing. A key activity that is required for the completion of Edward Jones’ training program is to make 25 contacts per day consisting of business owners and individuals, asking potential clients "open ended" questions to obtain financial needs and goals.You should also use this time to begin meeting local key referral sources who may be able to help you once you begin building your business. This part of your training is spent working in a mentor Financial Advisor’s office and observing the Financial Advisor and Branch Office Administrator as they run their business to create and service clients. You will make prospecting calls with a branch trainer, practice prospecting calls and basic client presentations, and sit in on client appointments. By observing actual client meetings, you learn how Financial Advisors interact with clients and prospects, how they determine appropriate investments to help meet client needs, and how they successfully use these strategies. In addition, you will focus on time management, prioritization skills and office administration. During this time, you will complete a face-to-face exam with your regional leader. At that time, he or she will determine whether you need additional training before moving on in the training process.

Evaluation/Graduation (one week)
Held in either St. Louis or Tempe, this class concludes your initial training. You will be legally qualified to give financial advice to clients on the first day of this class. You will refine first and repeat face-to-face and phone contact skills, client presentations and complete an initial business plan. You also will officially begin building your business by calling prospective clients to offer solutions and ask for appointments. Additionally, you will develop a better understanding of the attitudes that lead to success as an Edward Jones Financial Advisor, and learn how to individually apply the skills of creating clients in your own market. You also will focus on compliance issues to help ensure good, ethical business practices from the start. Upon graduation, you will return to your community as an Edward Jones Financial Advisor. 

To get a more in-depth look at our proven seven-step process for success:
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*Number is subject to change.



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