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Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.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.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.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 developmentKey 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 consideration² As your new asset compensation and commissions increase over the first four years, salary will decreaseSuccessful 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.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 opportunitiesCan you see yourself…• 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?Skills/RequirementsCandidates 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 progressionLicensing:• 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.At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesEdward 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.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 four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000
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What You Should Know About Financial Advisor, Edward Jones

Join Edward Jones as a Financial Advisor in Greenville, MS, where your contributions to our clients matter! At Edward Jones, we pride ourselves on being a Fortune 500 company that emphasizes people over profits, with over eight million clients and 19,000 financial advisors delivering personalized financial strategies. Imagine a career where you have support from experienced branch teams and a network of advisors all while you work towards your professional goals. As a Financial Advisor, you'll get to help individuals achieve their long-term financial aspirations, including retirement planning, wealth accumulation, estate strategies, and educational funding. With more offices in the U.S. and Canada than any other investment firm, our financial advisors have broad opportunities to make an impact in their communities. Your role will encompass building client relationships through innovative sourcing strategies, monitoring and adjusting the branch business plan, and ensuring a streamlined, high-quality experience for our clients. We offer comprehensive training, and while you grow your practice, you'll have a competitive compensation structure that rewards your commitment—there’s truly no limit to your earning potential. If you seek a place where your ambitions can flourish while serving others and fostering an inclusive culture, then becoming a Financial Advisor at Edward Jones is the right opportunity for you!

Frequently Asked Questions (FAQs) for Financial Advisor Role at Edward Jones
What responsibilities does a Financial Advisor at Edward Jones in Greenville, MS have?

A Financial Advisor at Edward Jones in Greenville, MS is responsible for building strong client relationships, identifying clients' financial goals, and creating personalized investment strategies. They'll also oversee branch processes, engage with their team to adjust business plans, and ensure the client experience aligns with firm policies and regulations. Engaging clients through face-to-face interactions and digital channels is key to fostering trust and long-term relationships.

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What qualifications do I need to become a Financial Advisor with Edward Jones?

To become a Financial Advisor with Edward Jones, candidates should preferably possess a bachelor's degree or relevant experience in the financial services sector. Experience in sales, financial services registration, or certifications can enhance your eligibility. Additionally, you'll need to obtain necessary licenses such as the SIE, Series 7, and Series 66 during your paid study period at Edward Jones.

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What training does Edward Jones provide for new Financial Advisors?

Edward Jones prides itself on providing top-notch training for new Financial Advisors. You will go through a comprehensive training program that equips you with the necessary skills to build your practice. This includes support from a branch office team and resources from the home office, ensuring you learn effectively. Additionally, training includes strategies for long-term client relationship building and financial planning.

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How does the compensation structure work for Financial Advisors at Edward Jones?

The compensation structure for Financial Advisors at Edward Jones is designed to support growth and success. New hires receive a supplemental salary for up to four years as they build their practice, along with commissions for new assets acquired. Earnings are tied directly to effort, meaning your potential is limitless! Bonuses and a profit-sharing plan make the compensation package even more attractive.

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What kind of work-life balance can Financial Advisors expect at Edward Jones?

Financial Advisors at Edward Jones enjoy the flexibility to balance personal and professional lives. The firm encourages a culture of continuous improvement and personal growth while allowing their staff to manage their schedules. This means you have the opportunity to positively impact your community while also achieving personal objectives.

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Common Interview Questions for Financial Advisor
How do you plan to build your client base as a Financial Advisor at Edward Jones?

In answering this question, emphasize your strategies for leveraging networking opportunities, community engagement, and social media outreach. Discuss your previous experiences in sales or relationship building and how they will translate into gaining trust and acquiring clients.

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Can you describe a time you built a trusting relationship with a client?

To answer this, share a specific example that highlights your ability to listen to client needs and tailor your services to meet those requirements. Focus on the outcome of the relationship and how trust played a crucial role in client retention or satisfaction.

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What financial strategies are you familiar with that you would implement for a client?

Discuss various financial strategies like retirement planning, wealth management, or estate planning. Showcase your knowledge of industry trends and relate these strategies back to the types of clients you'll be working with at Edward Jones.

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How would you handle a dissatisfied client?

Focus on showing empathy and understanding their concerns. Discuss your steps in revitalizing the client relationship by ensuring open communication, addressing the issue at hand, and providing actionable solutions.

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What motivates you to succeed in a financial advisor role?

Share your passion for financial services and how helping clients achieve their goals motivates you. Explain how you set personal targets for success and your commitment to continuous learning and development.

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How do you stay updated with financial market trends?

Discuss your approach to professional development such as reading financial articles, attending workshops, and leveraging Edward Jones’ resources. Emphasize your commitment to understanding the markets to benefit your clients.

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Describe your experience with financial products and services.

Share any relevant experience you have with investments, insurance, or estate planning. Make sure to relate your expertise back to how it will benefit the clients at Edward Jones and enhance your service offering.

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Will you be comfortable working independently while supported by a team?

Offer examples of how you have worked independently and relied on a support network in previous roles. Emphasize the importance of teamwork and communication in achieving individual and collective goals.

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Why do you want to work at Edward Jones specifically?

Articulate your admiration for Edward Jones’ commitment to client-first strategies and its robust training program. Personalize your response by including how the company's values resonate with your own career aspirations and professional ethics.

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What are your long-term goals as a Financial Advisor?

Outline your vision for growth in your advisory practice, including goals for client acquisition, professional development, and community engagement. Discuss how Edward Jones supports you in achieving these long-term objectives.

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Attn: Teachers and Nurses, you are invited to join us for the “Edward Jones Financial Advisor Career Opportunity Webinar” on January 31, 2023, from 6-6:30 pm CST. Register Now: https://cvent.me/Yw1oZA?RefId=GDR Edward Jones serves nearly 7 mill...

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Full-time, on-site
DATE POSTED
December 6, 2024

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