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FAQ’s
Find answers to some common questions below. If you need more info, reach out to us directly – our team is ready to talk.
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a deeply rooted network of more than 20,000 fellow financial advisors – who have been where you are – as well as a home office team and a branch support model that gives you a team you can lean on. Start your practice on a solid foundation for innovation – our 100-year-old firm provides stability and forward-thinking growth, helping you confidently handle what comes next.
Great news! Edward Jones will pay for you to study for your required licensing and provides you a study specialist and personalized support to help you ace your industry exams. To be a licensed financial advisor, you will need to pass your Securities Industry Essential or SIE exam, the Series 7 exam, and the Series 66 exam. Edward Jones financial advisors also must complete state insurance licensing requirements.
During your initial onboarding, you will receive hourly compensation so you can focus on studying for your registration exams and learning business building strategies. During this time, you can expect to study a minimum of 40 hours a week.
We understand that building a business takes time. So while you’re learning the skills, systems, and business practices to grow your client relationships, we will support you with up to five years of supplemental salary. You’ll also earn commissions and will be rewarded for your hard work with profit sharing and trimester bonuses. You’ll receive recognition for your contributions with travel awards and with time, the opportunity to become a limited partner. Being in partnership means we don’t put limits on your potential – we recognize and reward one another’s impact.
rom our client-first focus, to our collaborative culture, to our partnership structure that rewards those who do the work, there are so many reasons to choose Edward Jones. Edward Jones is different because we are a partnership. We have one focus — serving our clients. Everything we do is aligned to support your success and rooted in our purpose: to partner for positive impact to improve the lives of our clients and colleagues and, together, better our communities and society. From our Home Office to our branches, we are ONE Edward Jones: working together in collaboration to better understand the needs of the client.
Everyone — from your regional colleagues in the field to our 6,000 home-office associates — wants you to succeed. As a leader in training and development, we provide you with a platform, onboarding and initial training, so you can successfully take on a new role and serve clients more completely. As you embark on your individual career path, we’ll provide formal training, coaching, and mentoring programs, leadership opportunities, and tuition reimbursement. And whenever you have questions about anything industry, job, or client-related, our home -office associates are a phone call away.
When you join Edward Jones as a financial advisor, we’ll set you up with a firm-provided office in a community you choose, branch office support to help you run your daily activities, and access to resources to help build a successful practice. We offer an ideal environment to create deep bonds with your clients, so you can help every client achieve what’s most important to them.
In one word: yes! From your first day as an Edward Jones financial advisor, you will experience a culture of collaboration — not competition. Your regional leader’s role is to support your success. Seasoned financial advisors volunteer their time to mentor you as your skills and confidence grow. And your financial advisor colleagues, in your region and beyond, will share advice and offer support. Our partnership structure motivates us to lift each other up — because when one of us succeeds, we all succeed.
¹As your new asset compensation and commissions increase over the first five years, salary will decrease.
