How can I use my licenses and registrations to jumpstart a career at Edward Jones?

Have your Series 7, Series 63, state insurance license or other FINRA licenses — and looking for a career change?

As someone with experience in the financial services industry, your skills in a client-facing environment and/or understanding of how financial literacy impacts the lives of clients are highly valued in a career at Edward Jones.

We value the investment you’ve made in yourself by earning your industry license or registration. Across our field and home office divisions, there are several roles where your experience and credentials could help accelerate your career at Edward Jones.

Note: Different roles require different registrations and licenses but if you are missing a particular license, almost all roles allow you time to earn registrations and licenses while employed.

Become an Edward Jones Financial Advisor
(Required licenses: SIE, Series 7, Series 66, state insurance licenses)

Earning your credentials is the first step to building a successful career as a financial advisor — and there has never been a more exciting time to join Edward Jones. We are in the midst of a multi-year journey to provide more holistic financial advice to more people in North America than ever before. At the center of it all are our 20,000 financial advisors serving clients in more than 15,000 branch offices in every U.S. county and Canada.

We’ve got bold ambitions for the future of client service. And to get there, we’re invested in helping you turn potential into growth.

• Start your practice on a solid foundation for innovation — for more than 100 years, our firm has provided stability and forward-thinking growth, helping our financial advisors confidently handle what comes next.
• Our $1.5 billion investment in innovative digital strategy empowers you to grow and best serve your clients.
• We provide you a dedicated office in your community with a schedule that you set — you decide how to best serve your clients and community.
• There is no ceiling on your earning potential and growth. Your compensation extends beyond commissions and includes branch profitability bonuses, profit sharing and travel awards.

Learn more about the training provided for new financial advisors here, including how Edward Jones pays you while you become licensed and registered.

Edward Jones Connection

Another home office opportunity is the financial advisor in the Edward Jones (EJ) Connection department. These advisors serve smaller clients remotely in partnership with local branch teams, delivering a personalized experience based on client needs and preferences.

Unlike field-based advisors, EJ Connection advisors are salaried home office associates with benefits aligned to other internal roles. They focus on client service without the added responsibilities of running a branch (P&L, leading a team, or working extended hours to build a practice).

The role is available nationwide, supporting hybrid or remote work arrangements.

Join Our Client Support Team

At an Edward Jones branch, you’re part of a close-knit team energized by helping clients achieve their goals, where your unique skills make an impact. We offer two licensed roles on our Client Support Team.

Associate Financial Advisor
(Required licenses: SIE, Series 7, Series 66, state insurance licenses)

Associate financial advisors hold the same licensing and registrations as our financial advisors. Under the leadership of the financial advisor, associate financial advisors can complete trades, discuss investment solutions with clients and provide comprehensive financial advice.

As an associate financial advisor, you will:

• Provide personalized investment and financial solutions to clients
• Cultivate relationships in your local community to grow the business
• Play an essential role in ensuring the branch team consistently delivers an exceptional client experience

Registered Branch Associate
(Required licenses: Series 7, Series 66, state insurance licenses)

As a registered branch associate, you will relay the recommendation of an Edward Jones financial advisor, including helping clients make investment decisions and place trades at the direction of your financial advisor.

As a registered branch associate, you will:

• Build meaningful connections and long-lasting relationships with clients
• Manage multiple projects in a dynamic and highly collaborative environment
• Identify, analyze and resolve a wide variety of issues related to personalized investment solutions, with the guidance of your financial advisor
• Thrive in a continuous learning environment, incorporating feedback and adapting to changes

Explore Our Licensed Home Office Roles

Put your credentials to work in a variety of impactful home office roles, such as:

• Wealth Management Advice & Solutions (WMAS): Serve high-net-worth clients through Edward Jones Generations™, our most expansive and tailored solution.
• Practice Management: Hire, train, support and develop the branch team in delivering holistic financial advice to our clients.
• Compliance: Foster a culture of compliance anchored in serving our clients’ best interests.
• Operations: Support the lifecycle of client transactions while driving operational efficiency and risk mitigation.
• Internal Audit: Partner across divisions to deliver insights, reduce risk, and improve systems and processes.
• Licensed roles span transitional financial advisors, auditors, concierge specialists, and compliance officers.
  • Financial advisor positions require Series 7 and 66 (or 63/65).
  • Common credentials for home office roles include Series 99, SIE, CIA, CPA, and CFP® especially in WMAS.
  • FPQP™, AAMS®, and CAPM® are valued in Generations and other high-net-worth-focused roles.

Build Your Future at Edward Jones

When you earned your license or registration, you made a bold investment in your future. We’re ready to help you build that investment into a career at Edward Jones. Interested in the Edward Jones Financial Advisor Opportunity? Learn more about starting a career as a financial advisor or explore roles within our client support team. For those interested in joining as a home office associate, learn more about our headquarter divisions.