Considering a Financial Advisor career with Edward Jones? Hear from some of our current Financial Advisors about the position and the career path they took to build a successful practice.
Becca was an insurance agent which provided her the ability to help people and have meaningful conversations which she truly enjoyed. Changes in the company resulted in removing those conversations out of her responsibilities, so she knew a change needed to take place. When a few life-changing events impacted her family and life, she reflected on what she really wanted to do day-in and day-out. After talking to her job coach and visiting with several Edward Jones financial advisors, she decided to join Edward Jones.
What were you looking for in your next career?
“I really wanted to continue providing the financial guidance I liked so much. I often share the story of my mother who was a secretary and someone told her early on she needed to contribute to her IRA so she did. Then someone suggested it’s important to have life insurance, so she bought the protection. She became ill but was still able to retire because of the guidance she received, and she was able to leave a legacy behind. As an Edward Jones financial advisor I’m privileged to do what those people did for my mother… which makes every day a good day.”
What are some talents that you carried over from being an insurance agent, which helped you become a successful financial advisor?
“I’m not sure I would call it a talent, but more of willingness; the willingness to have those tough conversations about real life enables me, to not only be successful, but most importantly build meaningful relationships with my clients…they are like family. Also, my past career taught me you must put in the hard work to get results. It can be stressful but, I am happy every single day.”
What stands out most to you about being an Edward Jones Financial Advisor?
“The culture. Even at the very beginning, the way I was treated and welcomed, I said to myself I made the right decision, their culture fits my beliefs. Edward Jones recognizes the hard work and contributions of their financial advisors. Everyone I talk to is helpful, from the home office to the other financial advisors in my community – everyone.”
If you’re ready for a challenging yet rewarding career as a financial advisor, you can learn more about the opportunity or apply now to connect to a recruiter near you.