The freedom and flexibility of an entrepreneur. Backed by our vast resources. It’s the best of both worlds.
While Edward Jones’ 18,000 financial advisors run their practices independently, they’re far from alone. When you join Edward Jones, you’re backed by a team of more than 4,000 experts at the home office. Ensuring you have tools and resources you need to provide tailored solutions to meet the complex needs of our clients – while you build a rewarding practice.
Job Overview
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. 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 your branch team, a home-office team and other regional financial advisors. You’ll benefit from the experience that comes from 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm’s purpose. They deeply understand the client’s goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients’ lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We’ll give you the support you need. Our team will be there every step of the way, providing:
- Paid training – Get registered and licensed and learn how to be a financial advisor with the industry’s top training program1.
- Salary for the first four years as you begin to build your practice2
- A firm-provided branch office in the community
- Branch office support to help lighten the load so you can focus on your clients
- A support network that extends from your branch office to your region to the home office – You’ll work independently, but will have a team of thousands backing you every step of the way.
Benefits:
- Includes bonus potential, 401K, and comprehensive health benefits
You can also expect…
- No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
- A compensation package that includes opportunities for commissions, profit sharing and incentive travel
- The flexibility that you need to balance your personal and professional lives – the best of both worlds
- A culture of continuous improvement and professional development
Key Responsibilities
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
- Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine’s prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration
2 As your new asset compensation and commissions increase over the first four years, salary will decrease
Skills/Requirements
What characteristics would make you a successful financial advisor?
- An interest in financial services/markets and how they work
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Comfortable in your ability to think critically
- Passion for new opportunities
- Learning to be a financial advisor through our comprehensive training program?
- Delivering personalized investment and financial solutions to your clients?
- Taking ownership of your business’s growth and success?
- Meeting professional and personal objectives as they relate to building your practice?
- Working in and positively impacting your local community?
Candidates should have at least one of the four qualifications bullets listed below:
- A bachelor’s degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
- SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
- FINRA registrations required within three months. State insurance licenses will be required.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Awards & Accolades
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
About Us
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Associate Testimonial
Experience Purpose at Edward Jones
At Edward Jones, we partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. Hear from Synthea Fischer, Service Team Leader, on the culture at Edward Jones and how she’s supported in enabling healthier futures and advancing inclusive growth.
Associate Testimonial
Edward Jones Managing Partner
Experience Purpose at Edward Jones
At Edward Jones, we partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. Hear from Bryan Roady, Senior Product Delivery Manager, on the culture at Edward Jones and how he’s supported in his role and division to promote healthier futures.
Career Progression
Career Progression
Career Progression
Career Progression
Career Progression
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It’s like professional development in the world’s largest sandbox.
Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.
Hear from Experienced Advisors who’ve transitioned their practice to Edward Jones
Where clients come first. And you are part of a branch team making a meaningful difference in people’s lives. Where the culture is surprisingly collaborative. And opportunities to lead push you to grow – as you grow your practice.
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Extra compensation when you need it most – with no ceiling on how much you can earn.
And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?
“As hard as I want to work determines how successful my business can be.”
– Mark Audet, CFP Financial Advisor – St. Louis
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Come as you are. We will teach you everything you need to know.
Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.
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Put your talent to the test – Working with the industry’s best.
There’s no better way to flex your skillset than working with the best. And you will find the best here. We aggressively recruit a vast array of top talent that help us innovate. And build the tools and systems that support our goal of being the #1 choice for the serious long-term investor. Our clients’ needs are becoming more complex. They have high expectations for a personalized user experience that puts them in control – so they can feel confident managing their financial lives. You won’t be competing with your colleagues to develop the next breakthrough technology. We are a team. Some say a family. And our collaborative culture permeates every aspect of our firm. Including tech innovation. Everyone is working toward the same goal: to create technology to make it easier for our clients to do business with us. And when any of us succeed, it’s a win for all of us.
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Your colleagues will inspire you. And hold you accountable.
Our vast resources, solid reputation and commitment to making a meaningful difference in people’s lives attract next-level talent that creates an inspiring work environment. You won’t just be working alongside some of the industry’s best – you will be collaborating with them. Our relationships with our clients and each other are, in a word, authentic. And we hold ourselves accountable to both. Building products, services and technologies that strip out the complexity for our branch teams – and elevate our client-centric experience.
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You can see the future. Because you’re building it.
Our client-first focus comes with a promise: to think like them, not just about them. So much so that we can anticipate their needs before even they do. How? By staying ahead of changing regulations and mitigating risk for over 7 million clients. Developing new tools and technologies. Creating data driven innovative business solutions. And building automation, agility and nimbleness into our workflows. So we can pivot on a dime. Prepared to solve future challenges before they ever arise.
Career Progression
Career Progression
Start here. Grow your career.
Service and Operations are known as places that grow and develop top talent at the firm. When you join our large divisions, you’ll have many opportunities to learn outside of your role. We have specialized focus areas, all waiting for you to expand your knowledge and contribution. Develop your skills. Work in many settings. And move down the path that interests you most. As your skills grow, your leader may recommend you for opportunities in other areas. Selflessly losing top talent – all in the name of your development. And the success of the firm.
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Find your niche. We insist.
Investment Products & Strategy is home to many areas of expertise. This works to your advantage. And supports your professional development. Working in research but curious about trusts? Check it out. Hired in banking but a trader at heart? Give it a try. Passionate about finding innovative ways to help clients protect their goals? Your leaders will encourage you to explore. Mentor you. And connect you with other leaders and colleagues who can show you the way. And you and your leader will have meaningful, performance and development discussions throughout the year. Not only at your annual review. So as your interests evolve, your leader can help you find the next opportunity. So you can find your niche.
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Associate Testimonial
Grow your skills – And find your passion.
Your professional development is our priority. World-class training, mentoring and continuing education – that’s a given. But you can expect so much more. Digital transformation throughout the firm creates a steady stream of opportunities for you to stretch your skills. In different tech areas – and different business areas. We promote collaboration and movement between divisions and departments. And encourage you to understand the business drivers by plugging you into design sprints, research projects and situations where you can see our workflows firsthand. Helping you find your passion, with so many paths to get there.
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Bring your skills and experience here. We’ll find a place to put them to work.
Tech? HR? Marketing? Operations? You’ve got the skills. We’ve got the team. We are a large firm with many areas of expertise but each division is small enough for you to make an impact. And you can test the waters in other areas. We encourage it. Learning new skills and gaining leadership experience along the way.
Associate Testimonial
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When it comes to your compensation, we want to be clear.
#1 Your performance drives your compensation – and we won’t limit it with earning caps. Not now, not ever.
#2 Our compensation is competitive and multi-faceted. Commissions and trimester bonuses – based on individual branch and firm profitability – make up the bulk of your variable income. But your total payout may include travel awards and profit sharing. And the opportunity to be rewarded for transitioning client relationships to financial advisors looking to grow.
#3 Our compensation is simple and transparent. We make it easy to understand how you are rewarded and strive to minimize grid changes. You know exactly what to expect and how to impact your results.
Our partnership structure frees you to focus on your clients.
Being a partnership makes us distinctly different from our competitors. More than a structure, it’s a mindset. And it permeates every aspect of our business. From how we work with each other – think collaboration not competition – to our long-term investment philosophy. It’s most at work in our shared focus on doing what’s right for the client. And it’s easy for us to do. Because we have no competing interests. No shareholders clamoring for short-term profits. We can take the long view, because we only answer to our clients. And to ourselves. Our financial advisors find this single-minded focus freeing. A clear mandate for success. And a clear path to get there.
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Transitioning your practice is a difficult decision. We’re here to help.
Moving your practice to another firm may be the most stressful decision of your professional life. We understand. And our transition team is here to help. From early days when you are just beginning to consider the opportunity. To that glorious first day of opening your practice. And our support is not one-size-fits-all. We will tailor your transition to you and your practice – with you leading the way. Ensuring a smooth transition for you and your clients. And a solid path forward for next-level growth.
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Investing in You
As a valued branch-team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and promotes the well-being of you and your family.
Edward Jones Due Diligence Events
How will I be compensated? Will my clients be taken care of? Will Edward Jones’ products meet my clients’ sophisticated needs? You have many questions, and we have the answers. Talk with firm leaders who can share their personal stories and insights. Meet with subject matter experts and learn about our technology, marketing, transition support – and how we can help you grow your practice your way.
No experience in finance? Bring your developed skills, we’ll guide you the rest of the way.
Some of our most successful financial advisors come to us from other fields. Our training and development is designed to help you succeed. From helping you pass your licensing exams and training you to understand the complexities of our industry, to arming you with the knowledge and skills to build your practice, we invest in your training and development. Every. Step. Of. The. Way.
Upcoming Events
Upcoming Events
Headquarters Events
Occasionally we have recruiting events providing unique opportunities to network with hiring leaders and recruiters. Currently there are no events scheduled – please check back soon.
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St. Louis, Tempe or Even Your Home. Office assortment.
Opportunities are available in our two full-service U.S. headquarters facilities in St. Louis and Tempe, AZ, and some opportunities are available from your own home.
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Headquarters Events
Occasionally we have recruiting events providing unique opportunities to network with hiring leaders and recruiters. Currently there are no events scheduled – please check back soon.
![A woman speaking to a man.](https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/09/GettyImages-515444656.jpg)
Connect with us at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.
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Webinars
Register for one of our “Meet the Edward Jones of Now” webinars. These confidential, 30-minute programs provides insight into our compensation structure, our business model, our training and support, and our client-centric solutions. Ask questions and get answers from Edward Jones financial advisors working in the field today.
Explore Our Webinars
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Learn more at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.
![A man with earbuds in his ears looking at a laptop computer.](https://cdn-static.findly.com/wp-content/uploads/sites/936/2020/09/GettyImages-515444656-1.jpg)
Webinars
Register for our “Investing In You: The Edward Jones Financial Advisor Opportunity” webinar. This confidential, 30-minute program provides an inside look at what financial advisors do, the ongoing support you’ll be provided, and how your valuable skills can transfer to a career as a financial advisor.