Discovering the Value of the Financial Advisor Role: Toddye Kam

Prior to joining Edward Jones, Toddye was a financial planner at one of the major banks. With limited growth opportunities, he felt the need to change and looked for an environment that would allow not only personal career growth, but also the ability to deliver exceptional service and to change clients’ lives. He found this unique combination at Edward Jones.

“Before joining Edward Jones, I worked as a financial planner at one of the major banks. While it was a good job, I felt I wasn’t given the opportunity to grow, and I wasn’t able to provide the best client-centric experience due to limitations set by the firm.

“When I began looking at an opportunity with Edward Jones, it resonated with me right away. Edward Jones focuses on its clients without any proprietary products, so I can provide my clients with an unbiased opinion.

“Through its training programs, Edward Jones allowed me to learn everything about building and running a successful practice. The compensation model ensures a steady income while still working on building up the business.

“It was only after I joined the firm that I discovered the true value of everything that is available to Edward Jones’ financial advisors. I was able to have my own branch within my local community. In addition, I was able to hire a firm-paid branch office administrator whose primary focus is on our clients.

“I have access to some of the best and constantly improving tools to support my clients’ financial plans and portfolios, and with the home-office support for everything from administration to market analysis to research, I am truly able to focus on building my business and serving my clients.

“The value we, as financial advisors, provide to our clients is significant, and we see it in our clients’ lives every day. I had a client who unexpectedly lost her husband and was faced with having to deal with all the family finances. She felt lost and turned to me for support. When all was taken care of, she felt very relieved. It was an emotional day for both of us. That is why I love my job – the ability to help others through good and bad times.

“The culture at Edward Jones is also one of a kind. Edward Jones’ financial advisors help each other through the sharing of best practices and mentoring programs. With the support provided, I was able to build a steadily growing business, provide for my family and do rewarding work daily by helping my clients achieve their financial goals. That is proof that I made the right decision to join Edward Jones.”

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 Toddye on LinkedIn.