Financial Services Associate

Job Overview

If you find yourself at a professional crossroads, a career as a Financial Services Associate may be the right change for you. Financial Services Associate 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 Services Associate 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 are here to give you the necessary assistance. Our team will support you throughout the entire process, providing:
• Enroll in a paid training program to attain licensing and indispensable skills for a successful career as a financial consultant.
• Financial compensation during the initial five years while commencing your professional endeavors²
• A corporation-provided branch office within the community
• Supporting branch offices is intended to assist you in managing responsibilities effectively, enabling you to provide excellent service to your clients
• Work autonomously with the assurance that a dedicated team of thousands is behind you at every level, from the branch office to the region and the home office.

Another factor to bear in mind is...
• Your income potential and career growth opportunities are vast, and your compensation is determined by the amount of effort you demonstrate
• A remuneration plan that encompasses opportunities for commissions, profit sharing, and travel incentives
• Finding the optimal balance between personal and professional engagements grants the advantages of both worlds in one's life
• Encouraging a commitment to ongoing development and enhancement of professional competencies

Key Responsibilities
• Grow connections to attract fresh clients via a variety of sourcing methods, such as personal visits, virtual networking, referrals, social media interactions, and participation in speaking engagements.
• Accelerate trust-building and devise tailored, all-encompassing strategies by gaining a profound understanding of the needs, priorities, and concerns of clients and potential clients to assist them in accomplishing their goals.
• Oversee branch procedures, roles, and obligations to ensure a high-quality, efficient client service consistent with organizational policies, legal mandates, and ethical guidelines.
• Engage with the branch team to formulate, monitor, and modify the branch's operational strategy to enhance branch effectiveness and accomplish the targeted business results.
• Establish a collaborative branch culture that promotes trust, respect, transparent feedback, and a shared commitment to accountability among all team members.

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 consideration² As your new asset compensation and commissions increase over the first five years, salary will decrease

Benefits:

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .

Compensation:

We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.

Learn more about compensation by following the provided link.

Compensation systems for newly recruited financial advisors

The entry-level salary range can be supplemented up to $100,000 starting at $45,000

Skills/Requirements

Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.

Which personal qualities are important for a successful financial advisory career?
• Eager to learn about financial services and markets and how they operate
• Passion for acquiring new knowledge and tackling challenges, underlined by a strong determination to prosper
• Adept at establishing lasting relationships with others
• Comfortable with your skill in evaluating information critically
• Intensity for evolving opportunities

Can you see yourself...
• Cultivating proficiency as a financial advisor through our comprehensive training program
• Administering customized investment and financial services for your clientele?
• Adopting a proactive approach in ensuring the growth and success of your business?
• Accomplishing professional and personal targets concurrently with building your practice?
• Playing a part and creating a positive change in your local area?

Skills/Requirements

Successful candidates will have at least one of the four qualifications listed in the bullets provided:
• It is highly recommended for candidates to have a bachelor's degree, or have equivalent work-related experience within the securities/financial services industry
• An understanding of financial services and sales is crucial
• Official documentation or authorization for participating in financial service activities
• Advancement in a professional or military career signifies an individual's readiness to take on leadership roles and contribute to the overall success of their team or unit

Licensing:
• 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.
• Within three months, applicants must obtain FINRA registrations along with state insurance licenses.
• It is a requirement for associates to engage in ongoing training programs provided by the firm and pertinent regulatory authorities like FINRA and the SEC, as well as to meet compulsory CE training standards to ensure the maintenance of valid licenses.

With a focus on creating a workplace where all feel like they are an integral part of the team, Edward Jones values the diverse contributions made by its associates and the accolades received for those efforts.

Gain insight into the American honors and recognition earned: Explore Edward Jones blog posts for valuable information on awards and accolades

Take a look at our Canadian honors and distinctions: Edward Jones Blog Posts Offering Insights & Information

About Us

Join an esteemed financial services company where your efforts are acknowledged. Edward Jones, a Fortune 500¹ organization, champions the significance of individuals. With a client base exceeding 9 million and a team of 20,000 financial advisors operating in the U.S. and Canada, our commitment to private ownership underscores our dedication to prioritizing client needs over shareholder interests.

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.

Our partnership places people at its core. Edward Jones associates are acknowledged, heard, valued, and assisted, setting us apart as the prime location to embark on or progress in your career.

Access our report on Purpose, Inclusion, and Citizenship for a deeper understanding.

The June 2024 edition of the Fortune 500 list, based on information up to December 2023, offers payment for its utilization, not its acquisition.

The policy at Edward Jones states that discrimination is impermissible concerning race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other disallowed basis as per legal stipulations.

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