Kim was already a licensed financial advisor prior to moving to Edward Jones. Read her story to find out why she joined and stayed to develop a successful practice at Edward Jones.
“I was a fully licensed advisor with another firm. It is important to me to always do what is in my clients’ best interest. At my previous firm, I felt advisors were pressured on the investments to use within clients’ portfolios. Drastic changes were made to payout schedules, and the compensation started to shrink. I began to contemplate a move and was surveying my options.
“Edward Jones was not on my radar at the time, but one of my colleagues suggested that I should consider all options. I had received a couple of communications from Edward Jones by then, and I thought I would explore it further. The head of financial advisor talent acquisition came to Charlottetown, and we scheduled a dinner meeting.
“During the dinner, we talked about many things, one of them being our passion for dogs. It turned out we knew many of the same people. We had a long chat, half of it spent talking about Edward Jones. I made the decision to explore this opportunity along with others. At that time, I was also dealing with my daughter’s ski injury, and we had frequent medical trips to Halifax. I knew transitioning my business would be a very busy time. I did not want to make a decision until my daughter was healed. While all other firms pressured me to make a decision, Edward Jones called to ask about my daughter.
“At that point, having done my research, my mind was made up: I was going to Edward Jones. They moved mountains for me and helped me open a new branch office in 2017.
“Doing what’s right for my clients is very important to me. Edward Jones talks about how important their clients are. Here, financial advisors are given the best tools to assess what is truly best for the clients, and there are no proprietary products. We are not pressured into buying something that is more profitable for the firm.
“What is also unique is having a branch office administrator (BOA) who allows me to do my job, whereas at other brokerage firms, I needed to spend time doing the administrative duties.
“I have the job satisfaction here that I never had anywhere else, and the reason for that is the leadership opportunities – I am given plenty, to develop myself and to help other newer advisors. At Edward Jones, everybody matters, and you can grow as much as you want. The sky is the limit, and it makes coming to work very exciting. I love to coach and help less-experienced advisors, and I am able to do that in this job. What I do truly matters here, and it’s an amazing feeling.”
If you’re ready for a rewarding career as a financial advisor, you can learn more about the opportunity or find an opportunity near you to connect with a recruiter. Connect with Kim on LinkedIn.