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Integrated Technology

Technology serving you and clients

Technology keeps client relationships running smoothly
We've made investments in technology for a simple reason: To help individuals reach their serious, long-term financial goals. Our technology makes it easier and more convenient for your clients to do business with us, deepening your client relationships.

Our systems also maximize branch efficiency on day-to-day tasks and on more complex investment service needs.

Branch advantage

  • Integrated systems - Enter information once and see it populate in multiple tools
  • Mobile and remote system access - Work from anywhere and have access to all the tools you'd have while in the office
  • Desktop eLearning system - Learn new skills when it's right for you
  • Social media and electronic marketing tools - Connect with your clients and prospects through LinkedIn and Facebook
  • Sophisticated and proprietary tools to help you serve your clients better by providing advanced analysis and reporting, including:
    • Relationship Manager - Gain access to your clients' accounts and track interactions to deepen individual client relationships
    • Financial Foundation - Conduct both basic and advanced analysis to identify and prioritize client needs - and turn those needs into specific financial goals
    • Portfolio Builder - Construct new portfolios for both accounts and prospects, providing investment diversification through research-driven selections

Client advantage

  • Online Account Access
    • View accounts and recent account activity online
    • Create watch lists for stocks
    • Sign up for e-delivery
    • Transfer funds online with ACH on demand
    • Pay bills online
  • Mobile website
  • Electronic tax forms
  • Social media (market news)

Learn more about the opportunity

We don't brag, but we'll share good news

Edward Jones is proud to receive regional and national awards each year. Read some of the reasons why we think you should join us.

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Bonuses are always good

It's especially true when you're transitioning your practice. You'll have the opportunity for monthly bonuses during your first 12 months as you transition clients to Edward Jones.

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Our work benefits our clients and communities

Our Financial Advisors actively serve clients and also volunteer for others in their communities. They find both rewarding and important.

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