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Whatever you need, we’ve got you covered.
As an Edward Jones financial advisor, you have thousands of experts at our headquarters and experienced financial advisors locally in your region working for your success — a myriad of potential future leadership opportunities — and, best of all, a Client Support Team.
We call it a Client Support Team for a reason.
When you make the move to Edward Jones, your practice is yours to build. But you don’t do it alone..
We know nurturing strong client relationships takes time — a lot of it. And we’re serious about being client-centric; that’s why we support you with a Client Support Team, either working alongside you in your branch office from day one or supporting you from our headquarters until your practice meets the criteria for hiring a dedicated team. When the time comes, we will help you recruit and hire them, pay their salary and benefits, and provide training. The Client Support Team will manage your office and the day-to-day interactions with your clients — giving you the time you need to build and deepen those most-important relationships.
Our spirit of collaboration may surprise you.
Financial advisors in your region will collaborate — not compete — with you.
Our partnership structure supports a collaborative culture unique in the financial services industry — where financial advisors don’t feel in direct competition with one another. Quite the opposite. You’ll meet several times a year for in-depth discussions on business-building ideas, best practices and practice management. Veteran or rookie, you each run your own practice. No hierarchy here — just a support network unlike any other. Leveling the playing field. And freeing all financial advisors to build the career they want.
Your regional leader is there for you.
Your Edward Jones branch is part of a region. And one of your biggest supports is your regional leader — a highly successful, well-respected veteran financial advisor committed to advancing the overall health and growth of the region. You don’t report to your regional leader. If anything, they are accountable to you — and their biggest job is helping you succeed.
9,500 at our headquarters working for your success.
At Edward Jones, our financial advisors are our sole profit center. This means everyone — more than 9,500 associates at our headquarters — does their job with a single-minded focus on your success. They provide the support and tools you’ll need to help clients achieve their financial goals.
What are your professional development goals? You tell us.
Our entrepreneurial business model extends to your professional development. You drive it — we’ll help you get there.
“The training and guidance was spot-on. If you did the work, you saw the results.”
– Tammy McKennon, Financial Advisor, Newport Beach, CA
We’re committed to helping you take your practice where you want it to go. It’s a commitment we support throughout your career with a variety of development opportunities — from mentoring, coaching and formal training to leadership roles in your region. It’s development — built around you.
Leadership opportunities
Our unique Client Support Team business model puts every Edward Jones financial advisor in a leadership role — in your branch and in your community. Strong leadership supports growth — of your practice and you — and builds client confidence. As you are running a successful practice, you may choose to take part in optional leadership and support roles that help your region and the firm grow. You might volunteer to mentor a new financial advisor. Test a new technology in your branch. Or lead the way in incorporating goals-based advice in your practice. All are optional — and ready when you are.
Training that meets you where you are — and takes you where you want to go
When you join Edward Jones, you hit the ground running — and so does our training. We level up our training to complement your experience, knowledge and production level. Starting with an orientation course to quickly get you up to speed on our unique business model and long-term investment philosophy. Teaching you our systems, tools and technology. And helping you build your practice with in-depth business planning customized to the needs of you and your practice.
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