Open MenuHide Menu
  • Country: United States | English
  • Already Applied?
    • Check Candidate Application Status
  • Job Search
  • Country:   United States | English Country: United States | English Country: United States | English en
  • Country:   Canada | English Country: Canada | English Country: Canada | English en-CA
  • Pays :   Canada | Français Pays : Canada | Français Country: Canada | French fr-CA
Edward Jones
  • Why Join Edward Jones
    • Learn How Edward Jones is Built Differently
    • See How Edward Jones Can Ignite Your Potential
    • Explore Narratives that Give Insight to Our Values
  • Compensation & Values
  • Career Areas
    • Experienced Financial Advisors
      • Compensation & Benefits
      • Technology
      • Support & Development
      • Products & Services
      • Transition & Integration
    • Experienced Financial Advisors
      • Experienced Financial Advisors Overview
      • Compensation & Benefits
      • Technology
      • Support & Development
      • Products & Services
      • Transition & Integration
    • New Financial Advisors
      • Compensation
      • Licensing, Training & Support
    • New Financial Advisors
      • New Financial Advisors Overview
      • Compensation
      • Licensing, Training and Support
    • Branch Office Support
      • Training
      • Hiring Process
    • Branch Office Support
      • Branch Office Support Overview
      • Hiring Process
      • Training
    • Headquarters
      • Headquarter Divisions
      • St. Louis
      • Tempe
      • Support & Development
      • Hiring Process
    • Headquarters
      • Headquarters Overview
      • Headquarter Divisions
      • Locations: St. Louis
      • Locations: Tempe
      • Support & Development
      • Hiring Process
    • Students & Recent Grads
    • Students & Recent Grads
      • Students & Recent Grads Overview
  • Job Search
  • View Saved Jobs 0
Coming Full Circle with Edward Jones: Bernie Franko
You are here: Home / Experienced Financial Advisor / Coming Full Circle with Edward Jones: Bernie Franko
Home > Experienced Financial Advisor > Coming Full Circle with Edward Jones: Bernie Franko

Experienced Financial Advisor:

Coming Full Circle with Edward Jones: Bernie Franko

Share this post:

  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail

Meet Financial Advisor Bernie Franko from Greensboro, North Carolina, who recently shared with us why he decided to join Edward Jones – twice. Bernie first came to the firm as a financial advisor in 1998 after working as an intern for his parents’ financial advisor.

Bernie eventually decided to pursue work at a smaller firm and left Edward Jones in 2002. During the financial crisis in 2008, the firm was acquired by a larger bank. Bernie decided to return to Edward Jones in 2014. Today, he serves on his region’s growth team and is actively involved in the region.

Why did you return to Edward Jones?

“I returned to Edward Jones because I knew the consistency and the stability of the firm. I understood the value of what the firm has to offer, and that always appealed to me. Previously, I had worked in an office of 30 people, but it wasn’t the same collaborative spirit.”

How was the transition for you and your clients?

“It’s been fantastic for my clients and my family. I give kudos to Jill Willard, my Senior Branch Office Administrator (BOA), who has been enormously helpful in my transition back to the firm. She has made a huge difference in providing better service and building more trust to our clients.”

“It’s nice to have an experienced professional dedicated entirely to serving our clients and to partnering with me. Clients who moved with me tell me how much they appreciate receiving better service at Edward Jones. I feel grateful and privileged to be back.”

What improvements have you noticed since you left the firm?

“The biggest improvement I see is in our client-facing tools. They’re engaging and easy to use. Clients are more comfortable, which builds greater trust, so I can dive a little deeper. I use the Financial Foundation tool to create scenarios and change data live on the screen. I can make it as complex or as simple as needed, which offers a real service to our clients.”

“Also, I now can show my clients what they really want to know, such as how their investments are performing in real time and when they can retire. It helps transition the conversation from being about investment performance to helping them work toward achieving their goals. It’s wonderful to do a presentation for clients and share that their financial picture allows them to make decisions that they want to make, not ones they have to make.”

What do you see as the Edward Jones Opportunity?

“I serve on the growth team now and share my story with candidates because I’ve seen both sides of the fence. I tell them about the certainties here and that our firm is a stable partnership. I tell them about the support we receive from a dedicated BOA and from the home office.”

“Finally, I tell them about the advantages of our business model and how we value independence. We don’t use a “top-down” approach with a branch manager driving the business focus. The real opportunity at our firm is to run our own practice with the support of our home office. I can tell a difference when I call the home office at Edward Jones, compared to where I was before. The people I talk to are eager to help. And, thanks to our partnership business model, we can take the long-term view and do what’s best for our clients.”

If you’re thinking about what’s next in your career, consider learning why the Edward Jones financial advisor opportunity may be the investment of your lifetime.

Search Jobs by Keyword:

Related Posts

A female Edward Jones Associate standing by an office window overlooking trees and other buildings.
Experienced Financial Advisor

There's No Ceiling on a Woman's Potential at Edward Jones

https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/10/potential-blog.jpg 180 340 myto https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/09/Careers-logo_9-15-NEW-SVG.svg myto2020-10-07 19:24:402020-12-29 22:53:42There's No Ceiling on a Woman's Potential at Edward Jones
Bernie Franko
Experienced Financial Advisor

Coming Full Circle with Edward Jones: Bernie Franko

https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/08/Bernie-Franko-medium-hero.jpg 180 340 manjunath https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/09/Careers-logo_9-15-NEW-SVG.svg manjunath2020-08-07 08:16:112020-12-16 18:26:19Coming Full Circle with Edward Jones: Bernie Franko
Chad Burkhalter
Experienced Financial Advisor

Finding Freedom in Returned Opportunity: Chad Burkhalter

https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/08/Chad-medium-hero1.jpg 180 340 manjunath https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/09/Careers-logo_9-15-NEW-SVG.svg manjunath2020-08-06 10:30:272020-12-16 18:30:24Finding Freedom in Returned Opportunity: Chad Burkhalter
Ben Zuckerman
Experienced Financial Advisor

Using Social Media to Build Your Career: Ben Zuckerman

https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/08/Social-Media-Ben-medium-hero2.jpg 180 340 manjunath https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/09/Careers-logo_9-15-NEW-SVG.svg manjunath2020-08-06 10:25:262020-12-16 18:31:13Using Social Media to Build Your Career: Ben Zuckerman
PreviousNext
Edward Jones Careers

Follow Us:

  • facebook icon
  • twitter icon
  • linkedin icon

Search Site:

  • Contact
  • Site Map
  • Privacy Notice
  • Beware Of Employment Scams
  • Family And Medical Leave Act
  • Ad Choices
  • Equal Employment Opportunity
  • Employee Polygraph Protection Act
  • EdwardJones.com
  • Candidate Application Status

Copyright © 2021 Edward Jones.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veterans status, genetic information or any other basis prohibited by applicable law. If you have a disability under the Americans with Disabilities Act or a similar law and you wish to discuss potential accommodations related to applying for employment at our firm, please contact us at 1-866-788-4979. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring.

The Financial Advisor Opportunity: About the Role Financial Advisor Opportunity Jennifer Heal Building Trust As a Financial Advisor: Jennifer Heal
Scroll to top