Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Financial Advisor - Wheaton, IL - Market 22, Region 167 image - Rise Careers
Job details

Financial Advisor - Wheaton, IL - Market 22, Region 167

Opportunity OverviewIf 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 decreasePosition RequirementsSuccessful 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.Company DescriptionJoin 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.Awards and AccoladesAt 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 JonesPosition TypeFinancial AdvisorEEO StatementEdward 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.RecruiterTammy BuddsSalary InformationBenefits: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
Edward Jones Glassdoor Company Review
3.9 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
Edward Jones DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Edward Jones
Edward Jones CEO photo
Penny Pennington
Approve of CEO

Average salary estimate

Estimate provided by employer
$115000 / ANNUAL (est.)
min
max
$80K
$150K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Financial Advisor - Wheaton, IL - Market 22, Region 167, Edward Jones

If you're looking for a rewarding career path and have a passion for helping people navigate their financial futures, then joining Edward Jones as a Financial Advisor in Wheaton, IL might be the perfect opportunity for you! As a Financial Advisor, you'll play a pivotal role in partnering with clients to help them achieve their long-term financial goals, whether that's saving for retirement, building wealth, or funding education. With the backing of Edward Jones, a respected leader with over a century of experience, you will be equipped with top-notch training and resources to build and grow your own practice. What sets this role apart is the strong support network that extends from your local branch to a wider community of seasoned advisors. You'll have access to extensive training programs, which are recognized industry-wide, along with salary support for your first few years while you establish your client base. Your success is directly tied to the effort you put in, meaning your earning potential is limitless. Imagine taking ownership of your business while also making a meaningful impact on your community. If you have a knack for building relationships and a genuine interest in financial services, this is your chance to thrive in an inclusive environment where diverse perspectives are valued. At Edward Jones, you’re not just starting a job; you’re embarking on a lifelong career journey in financial advising, all while helping individuals reach their essential financial milestones. Be part of a culture where everyone’s contributions are recognized and celebrated, and take the first step towards shaping your future today!

Frequently Asked Questions (FAQs) for Financial Advisor - Wheaton, IL - Market 22, Region 167 Role at Edward Jones
What are the responsibilities of a Financial Advisor at Edward Jones in Wheaton, IL?

As a Financial Advisor at Edward Jones in Wheaton, IL, your primary responsibilities will revolve around building relationships with clients and guiding them through their financial journeys. This includes understanding their individual financial goals, conducting thorough assessments, and crafting personalized investment strategies. You'll be actively sourcing new clients through various channels like networking and referrals, as well as managing branch operations to ensure a seamless client experience. Overall, it's about creating trust and providing tailored financial solutions that align with each client's aspirations.

Join Rise to see the full answer
What qualifications do you need to become a Financial Advisor with Edward Jones?

To become a Financial Advisor with Edward Jones, candidates typically need a bachelor's degree or equivalent experience within the financial services sector. Prior experience in financial services or sales is also beneficial. While specific licenses such as the SIE, Series 7, and Series 66 are required, Edward Jones offers an excellent training program to help you obtain these credentials. Also, possessing strong relationship-building skills and a commitment to serving clients' needs are key traits for success in this role.

Join Rise to see the full answer
How does the training program for Financial Advisors at Edward Jones work?

Edward Jones is renowned for its outstanding training program, which has been recognized for over 23 consecutive years. When you join as a Financial Advisor, you'll participate in comprehensive training that prepares you both for obtaining required licenses and for current market practices. This includes hands-on learning as you work towards establishing and growing your client base, supported by both your branch team and the larger market resources. In fact, you will receive a salary during this training period to ease the transition into your new role.

Join Rise to see the full answer
What is the earning potential for Financial Advisors at Edward Jones?

The earning potential for Financial Advisors at Edward Jones is quite substantial and directly linked to individual effort and performance. For the first four years, advisors benefit from a supplemental salary, after which your compensation is tied to the assets you manage and new clients you onboard. This model means that your hard work and commitment can lead to unlimited earnings through commissions, profit sharing, and other performance-based incentives. In essence, the more you engage and succeed, the greater your rewards!

Join Rise to see the full answer
Why choose Edward Jones as a career destination for Financial Advisors?

Choosing Edward Jones means joining a respected firm with a long history of commitment to client service and a focus on people over profits. With over 19,000 advisors and a strong support system, you won't be alone as you build your practice. The culture promotes ongoing professional development and values diverse viewpoints, making it an inclusive environment. Plus, Edward Jones offers excellent benefits, work-life balance, and the opportunity to make a positive impact in both your clients' lives and your community.

Join Rise to see the full answer
Common Interview Questions for Financial Advisor - Wheaton, IL - Market 22, Region 167
How do you develop a relationship with your clients as a Financial Advisor?

Building trust is crucial for a Financial Advisor, so approach your answer by highlighting your commitment to understanding clients' unique financial goals. Discuss the importance of communication, active listening, and maintaining honesty with clients. Share examples of how you've previously built relationships, perhaps through follow-ups or personalized financial reviews, showcasing your dedication to their success.

Join Rise to see the full answer
What strategies would you use to acquire new clients?

In answering this question, detail various client acquisition strategies you would employ as a Financial Advisor at Edward Jones. Discuss networking events, leveraging social media, or utilizing introductions from existing clients. Emphasize the importance of being proactive and tailoring your approach to resonate with potential clients, ensuring you set realistic goals for client outreach.

Join Rise to see the full answer
Can you describe a time when you had to overcome a challenge in a professional setting?

Use the STAR (Situation, Task, Action, Result) method to structure your response. Describe a specific challenge you faced, the role you played, and the actions you took to overcome it. Emphasize lessons learned and how the experience could shape your approach as a Financial Advisor, portraying your resilience and problem-solving skills.

Join Rise to see the full answer
How do you stay informed about financial markets and policies?

Your answer should reflect a genuine commitment to continuous learning. Mention subscribing to financial publications, attending industry seminars, and engaging with professional networks. Highlight your proactive approach to staying updated with market trends, which will enable you to provide informed advice to clients and ultimately enhance your expertise as a Financial Advisor.

Join Rise to see the full answer
What motivates you to succeed as a Financial Advisor?

Discuss both intrinsic and extrinsic motivators in your answer. Talk about your passion for helping clients achieve their financial dreams, along with goals such as personal growth, learning, and earning potential. Highlight how working with Edward Jones aligns with your career aspirations, reinforcing your motivation to contribute positively to clients' lives.

Join Rise to see the full answer
How would you handle a client who is unhappy with investment performance?

In this scenario, articulate the importance of empathy and understanding. Explain how you would initiate a conversation to understand their concerns fully, provide transparency about market conditions, and outline a strategy to address their needs going forward. Showing how you can turn challenging conversations into opportunities for growth showcases your client-centric approach.

Join Rise to see the full answer
What techniques do you use to assess a client’s financial goals?

Explain your structured approach to assessing financial goals through initial consultations, analysis of existing financial documents, and probing questions. Emphasize the importance of understanding clients’ values, timelines, and needs to craft personalized strategies effectively as a Financial Advisor. Providing examples of how you’ve successfully assessed clients' needs in your past roles will strengthen your response.

Join Rise to see the full answer
Describe your experience with financial regulations and compliance.

Showcase your understanding of the regulatory environment in financial services. Discuss any previous exposure you have had to compliance processes, emphasizing the importance of adhering to industry standards to protect both clients and the firm. Reinforce your commitment to ongoing training to maintain compliance as a key part of your role at Edward Jones.

Join Rise to see the full answer
How will you balance your time between acquiring new clients and serving current ones?

Your response should highlight your organizational skills and ability to prioritize. Discuss time management strategies, such as scheduling regular client reviews while also allocating time for networking and outreach. Emphasize how maintaining strong relationships with current clients can lead to referrals and new business opportunities, creating a sustainable growth model.

Join Rise to see the full answer
Why do you want to work for Edward Jones as a Financial Advisor?

Your answer should demonstrate your knowledge of Edward Jones' culture, values, and success in the industry. Talk about the firm’s commitment to training and professional development, its focus on putting clients first, and how you align with these principles. Highlight your enthusiasm for the opportunity to make a meaningful impact by working with clients and your community through this role.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 23 hours ago
Photo of the Rise User
Posted 10 days ago
Photo of the Rise User
Posted yesterday
Photo of the Rise User
Posted 5 hours ago
Photo of the Rise User
Posted 11 days ago
Photo of the Rise User
Posted 2 days ago
Photo of the Rise User
gpac Hybrid Pulaski, TN
Posted 5 days ago

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...

65 jobs
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
December 14, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!