The Financial Advisor Opportunity:

The Financial Advisor Opportunity: Training and Support

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When you come to work for Edward Jones, you can count on plenty of support and training to get you started on the right foot. Our award-winning program, recognized for 23 consecutive years by Training magazine, consists of three different types of training, including self-study, classroom and field training. And as a new financial advisor, we’ll be your guide from the onboarding process to building and optimizing your own practice.

The onboarding experience

Soon after you’re hired, you will be assigned a field trainer, whom you will have the opportunity to observe and learn how a successful business is run. This experience is designed to give you insight into time management, prioritization skills and office administration. You will also be introduced to veteran financial advisors from your region who will assist you throughout your training and beyond. Through our full-time and compensated programs, you’ll learn the ins and outs of the business and what it takes to succeed here at Edward Jones.

We’ll help you prepare to:

Pass your regulatory exams
Fully understand the financial services industry
Build relationships with clients and help them reach their financial goals

We understand that the financial services industry is complex and dynamic, which is why the resources we provide cover everything you need to know to pass the Series 7, Series 66 and insurance exams.

Ongoing resources and support

Throughout your entire career, expect access to multiple resources from our headquarters and peers in your region. Our well-established support system is tailored to your community and will be there every step of the way.

At Edward Jones, we’re different by design. We are confident that the tools we provide will bring both you and your clients a future of success.

Interested in the Edward Jones Financial Advisor Opportunity?

Learn more about starting a career as a financial advisor or start searching for opportunities now. If you’re already licensed as a financial advisor, learn how we’re built to take your practice to the next level.

2023 Training Magazine Training Apex Award, published February 2023, data as of September 2022, an application fee was required for consideration.

As we head into a new year, you’ll hear a lot about resolutions and how they can change your life, whether they are to improve your habits or how you run your practice. After reflecting on 2024, my resolution is to be a better coach and teacher. During my branch immersion experience last summer, I learned from so many individuals who took the time to invest in me and help me grow. It's encouraged me to double down on my focus to coach team members and our next generation of talent. For experienced financial advisors, the new year can be a time to think about goals and the ways you serve your clients. So, what should financial advisors expect in the coming year and how can you resolve to best support your clients? I don't have a crystal ball, but I can tell you this -- client concerns in 2024 have not gone away and 2025 is sure to be bring change. To continue your success in the new year, you need to understand your clients' challenges, stay informed and practice deep empathy. Understand that Inflation is Still a Client Concern Inflation remains a hot topic for clients across the income spectrum. Our recent poll showed that more than half of Americans said inflation was their main challenge to financial accountability this past year (55%). Roughly the same percentage told us that they anticipate inflation being the biggest challenge for staying financially accountable in 2025 (56%). As financial advisors, you are uniquely positioned to provide clients with guidance for navigating inflation and economic changes. The same study showed us that half of Americans believe a financial advisor could help them stay accountable on their financial goals for the New Year. Because we can’t control the markets, this is where financial advisors can really deliver value. You know it best -- a relationship with a financial advisor can help clients stay accountable and well-informed as they pursue their financial goals. But to be successful in these relationships, financial advisors must connect deeply with their clients and acknowledge their very real concerns about high costs. Stay Sharp on Market Changes We don't know what will happen in the coming year, but change is inevitable. If financial advisors are to keep their clients on-track, you must resolve to keep yourself up to date. Are you staying on top of market changes? Or has your practice gotten so busy that it's hard to keep up? Resolving to be in-the-know will help you be a better financial advisor and ultimately better serve your clients. At Edward Jones, our financial advisors have access to educational tools to help them keep a finger on the pulse of relevant topics and the latest market changes. Resources like our strategist one-pagers and market weekly wrap reports help them stay on top of the market changes to enable them to quickly council their clients with confidence. Practice Empathy It can be easy to focus your resolutions on numbers, but you can't forget the human side of your practice. The relationships you have with your clients should give you professional purpose and those relationships are also the foundation of your success. Making time to listen to your clients with empathy is how to you can build successful long-term relationships. Every financial advisor should resolve to have more empathy in 2025, but you should also take a look at your practice to see if you are set-up to do this successfully. Ask yourself if you have the support you need to prioritize the needs of clients. Do you have the freedom to build a practice that is client-centered? Our ownership structure gives Edward Jones financial advisors the flexibility to choose how they build and run their practices. What's more, dedicated support resources are available to help you free up capacity so you can put clients first. I'm excited for a fresh start in the new year and will be sure to report back on how my resolution to be a better coach comes to life. As you think about what 2025 holds for your practice, remember that listening, learning and being empathetic will positively contribute to any resolution you set.

Leaving a Legacy: Successful Succession Planning for Financial Advisors

Copyright © 2024 Edward Jones.
At Edward Jones, we are building a place where everyone feels like they belong. Our human-centered culture calls upon us all to treat every individual with dignity and respect while celebrating what makes us unique, which we show as an equal opportunity employer committed to diversity, equity, and inclusion. Edward Jones does not discriminate on the basis of race, color, sex (including sexual orientation, gender identity and pregnancy), religion, national origin, age, disability, veteran status, genetic information, citizenship status or any other basis prohibited by applicable federal, state, provincial, or local law in employment decisions such as hiring, compensation, benefits, transfers, promotions, leaves, training, performance expectations, development opportunities, and corrective action. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with applicable federal, state, or local law, including but not limited to the St. Louis “Ban the Box” law, the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring and the New York City Fair Chance Act.

Edward Jones is committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at recruiting-accommodations@edwardjones.com.

The Financial Advisor Opportunity: Training and Support

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