Whatever you need. We’ve got you covered.
As an Edward Jones financial advisor, you have thousands of experts at our headquarters in St. Louis, Tempe and Mississauga as well as experienced financial advisors locally in your region working for your success – a myriad of potential future leadership opportunities – and, best of all, a Branch Office Administrator.
We call it a branch team for a reason.
We know building strong client relationships takes time – a lot of it. And we’re serious about being client centric, that’s why we support you with a branch office administrator (BOA). Either working alongside you in your branch office from day one, or supporting you from our headquarters until your practice meets the criteria for hiring a BOA. When the time comes, we will help you recruit and hire the BOA, pay their salary and benefits, and provide training. The BOA will manage your office and the day-to-day interactions with your clients – giving you the time you need to build and deepen those most-important relationships.
Associate Testimonial
If I were to single out the key secret ingredients to the support our financial advisors receive, I would say the first is the Branch Office Administrator and second the veteran financial advisors who volunteer their time and experience. That work is done in the spirit of true partnership and, I believe, cannot be found anywhere else.
Edouard Saidah
Financial Advisor – Vaudreuil-Dorion, QC
Our spirit of collaboration may surprise you.
Financial Advisors in your region will collaborate – not compete – with you.
Our partnership structure supports a collaborative culture unique in the financial services industry – where financial advisors don’t feel in direct competition with one another. Quite the opposite. You’ll meet several times a year for in-depth discussions on business-building ideas, best practices and practice management. Veteran or rookie, you each run your own practice. No hierarchy here. Just a support network unlike any other. Leveling the playing field. And freeing all advisors to build the career they want.
Your regional leader is there for you.
Your Edward Jones branch is part of a region. And one of your biggest supports is your regional leader – a highly successful, well-respected veteran financial advisor committed to advancing the overall health and growth of the region. You don’t report to your regional leader. If anything, they are accountable to you – and their biggest job is helping you succeed.
Associate Testimonial
The way the firm operates is a big step away from a corporate environment. Edward Jones encourages partnership and together, will foster that partnership with you to build a long-term client-centric investment business.
Kevin O’Hagan
Financial Advisor – Calgary, AB
At Edward Jones, everybody matters. They want us to do what is in our clients’ best interest. We have the opportunity to help each other. I have job satisfaction here that I have never experienced anywhere else. What I do truly matters at Edward Jones, and it’s an amazing feeling.
Kim MacInnis
Financial Advisor – Charlottetown, Prince Edward Island
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.
Toddye Kam
Financial Advisor – Calgary, AB
6,000 at our headquarters working for your success.
At Edward Jones, our financial advisors are our sole profit center. This means everyone – more than 6,000 associates at our headquarters in St. Louis, Tempe and Mississauga– does their job with a single-minded focus on your success. They provide the support and tools you’ll need to help clients achieve their financial goals.
What are your professional development goals? You tell us.
Our entrepreneurial business model extends to your professional development. You drive it – we’ll help you get there. We’re committed to helping you take your practice where you want it to go. It’s a commitment we support throughout your career with a variety of development opportunities – from mentoring, coaching and formal training to leadership roles in your region. It’s development – built around you.
Associate Testimonial
The firm invests so much in the individual associates that want to grow. I like to call it a “human performance laboratory”. Over the years, I’ve observed that the firm recognizes and helps develop individual contributors who have the potential of becoming a leader. The firm invests training time, leadership time and a plethora of resources to develop you through a variety of programs
Blair Lukan
Financial Advisor – Saskatoon, SK
Leadership opportunities
Our unique branch-team business model puts every Edward Jones financial advisor in a leadership role – in your branch and in your community. Strong leadership supports growth – of your practice and you – and builds client confidence. As you are running a successful practice, you may choose to take part in optional leadership and support roles that help your region and the firm grow. You might volunteer to mentor a new financial advisor. Test a new technology in your branch. Or lead the way in incorporating goals-based advice in your practice. All are optional – and ready when you are.
Training that meets you where you are – takes you where you want to go
When you join Edward Jones, you hit the ground running – and so does our training. We level up our training to complement your experience, knowledge and production level. Starting with an orientation course to quickly get you up to speed on our unique business model and long-term investment philosophy. Teaching you our systems, tools and technology. And helping you build your practice with in-depth business planning customized to the needs of you and your practice.
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