Find a Firm that Helps you Pursue Your Passions and Grow Your Business

Would you like to put more purpose back in your life and work? If you’re an experienced financial advisor, business and family probably take up most of your time. But making time to connect with your community can be rewarding both personally and professionally. To make that happen, you need to find a firm that empowers you to pursue your purpose and grow your business. Here are two guideposts to consider—resources and culture.

Whether its technology or supportive team members, the right resources can add time back in your day. Working with a dedicated client support team professional or even an associate financial advisor can drive better outcomes and give you flexibility. You could also benefit from technology that helps your team more efficiently manage and track client relationships.

It comes down to this: when you have more time and support, you can make more of an impact.

Creating Space for Community Connection

I know plenty of financial advisors at Edward Jones who actively work toward sharpening their competitive edge—and dedicate time to charitable and community activities.

But to do this you need time to meet people outside of your existing network. When you’re out in the community, you can create connections and learn things you can’t from behind the desk or in a LinkedIn feed. For example, what emerging concerns are you hearing from the town hall meeting? What are neighbors talking about in the carpool lane?

You can’t do any of this, though, without a supportive culture, one that respects your autonomy and adapts to your needs. At Edward Jones, our watchwords are freedom and flexibility.

Shared Purpose Builds Deep Relationships

Shared purpose can create powerful bonds. Experienced financial advisors have the opportunity to build deep relationships with clients and prospects alike when they have time to give back. And philanthropic leadership roles can raise your professional profile.

Speaking from personal experience, I’m so proud of the impact I’ve made in my work with the American Heart Association and I’ve built strong professional relationships along the way.

Purpose affects how we show up in our work too. As colleagues at Edward Jones, we’re fueled by a shared purpose –– to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

I see this come to life every day as financial advisors and associates donate their time, talent and treasure to causes that are important to them. In 2024, our associates logged 308,107 volunteer hours and gave more than $47.4 million through corporate, Edward Jones Foundation and associate philanthropic support. If that resonates with you, please check out our Purpose, Inclusion and Citizenship Report to learn more about what we’ve accomplished together.

The Right Firm is Essential

If you are at a point where pursuing purpose is a priority, you need to be part of a firm that shares your values and invests in resources to help you give back. At Edward Jones, we do what’s best for our clients, our communities and one another.

If you’re an established financial advisor who wants to achieve more at work and serve your community, Edward Jones could be the place to grow your practice and pursue your purpose.

Interested in the Edward Jones Financial Advisor Opportunity?

If you’re already licensed as a financial advisor, learn how we’re built to take your practice to the next level.