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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 in St. Louis, Tempe and Mississauga as well as experienced financial advisors locally in your region working for your success – a myriad of potential future leadership opportunities – and, best of all, a Branch Office Administrator.
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We call it a branch team for a reason.
We know building 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 branch office administrator (BOA). 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 BOA. When the time comes, we will help you recruit and hire the BOA, pay their salary and benefits, and provide training. The BOA 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.
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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 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.
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6,000 at our headquarters working for your success.
At Edward Jones, our financial advisors are our sole profit center. This means everyone – more than 6,000 associates at our headquarters in St. Louis, Tempe and Mississauga– 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.
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Investment Advisory – This team is responsible for our two advisory programs:
Edward Jones Guided Portfolios® is a non-discretionary fee-based program where financial advisors work with clients to build a portfolio that is in line with our Investment Policy Committee (IPC) guidance. Guided Portfolios is appropriate for clients who want to retain the final decision making over the investments in their portfolio. Clients will pay an ongoing fee based on the value of assets in the program, and regular reviews will be conducted with clients to help them stay on track with their long-term financial goals.
Edward Jones Portfolio Program® is a comprehensive managed investment program that combines a personal investment strategy and professional portfolio management. Portfolio Program is appropriate for clients who wish to pass the day-to-day investment decisions to top institutional money managers. Clients will pay an ongoing fee based on the value of assets in the program, and regular reviews will be conducted with clients to help them stay on track with their long-term financial goals.
Research – Our Equity Research team provides stock recommendations, market information and identifies quality investment opportunities. The team typically follows about 300 companies and provides advice and guidance with thorough reports and interactive tools to help financial advisors build diversified portfolios with stocks.
Client Consultation Group (CCG) – Our Client Consultation Group (CCG) is a team of professionals within the home office that specializes in the needs of high-net-worth clients. CCG can serve as a sounding board for your ideas and help build on current strategies already in place; however, the client relationships and assets never leave your branch. CCG can provide guidance and insight from other professionals, such as CPAs and lawyers.
Learn more about our investment philosophy and the other products and services we offer for clients.
Technology makes it easier for our clients to do business with us. Learn more about how we’re integrating technology into our business model to support our client-first approach.
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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. 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.
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Associate Testimonial
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Practice management programs
Our workshops and forums are tailored to varying levels of experience and knowledge. Most are open to experienced financial advisors and their branch office administrators.
For $400,000-$600,000 production levels
Advanced Practice Management Forum
- 2½-day program for Financial Advisors and their branch office administrators
- Features keynote sessions with home-office subject matter experts and third-party business consultants
- More than 30 elective sessions to choose from
Insurance Partnership
- 2-day program for financial advisors and their branch office administrators
- Work with a Life Insurance Consultant to uncover client opportunities for wealth transfer and estate considerations
Right-sizing Your Practice
- 2-day program for Financial Advisors and their branch office administrators
- Offers strategies for deepening relationships with clients who have the greatest impact on your business
Legacy Building Workshop
- 2-day program for Financial Advisors exploring retirement options
- Learn about options to help you plan and execute a strategy for a strong finish to your career, including the Retirement Transition Plan
For $700,000+ production levels
Advanced Branch Team Performance
- Custom-tailored 4-month program focused on business development and branch team performance
- Evaluates a branch’s practice and develops objectives and strategies to achieve a vision
Insurance Partnership
- 2-day program for Financial Advisors and their branch office administrators
- Work with a Life Insurance Consultant to uncover client opportunities for wealth transfer and estate considerations
Right-sizing Your Practice
- 2-day program for Financial Advisors and their branch office administrators
- Offers strategies for deepening relationships with clients who have the greatest impact on your business
Legacy Building Workshop
- 2-day program for Financial Advisors exploring retirement options
- Learn about options to help you plan and execute a strategy for a strong finish to your career, including the Retirement Transition Plan
For $1+ million production levels
Custom Forum
- 2-day program for Financial Advisors and their branch office administrators
- Focuses on attracting and serving high net worth clients
- Includes case studies on uncovering and solving complex issues
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Leadership opportunities
Our unique branch-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.
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Training that meets you where you are – 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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Advanced training
As your practice grows, you will have access to advanced training specific to your business needs.
- Technology training
- Experienced financial advisor workshops
- Business development workshop
- Financial advisor supervisory skills courses
- Comprehensive case studies
- Business plan development
- Business skills assessment
- Business management courses
- P&L statement training
- Specialized business area training
Limited Experience – Registered Representative License (CSC, CPH & 90-Day Training Program) with existing practice but less than six months client-facing experience and limited business development experience
You’ll spend one week training in Mississauga, ON.
This training will help you develop a better understanding of:
- The securities business
- Our firm’s philosophy
- Our business model
- Client needs
- Key investments
You’ll also participate in an introduction to Edward Jones technology and information systems.
This will be followed by five weeks of hands-on training in your target location, followed by an additional week in Mississauga. The determination of which training process best suits you will ultimately be based on your individual qualifications, background and experience.
Moderate Experience – Registered Representative License (CSC, CPH & 90-Day Training Program) with an existing practice and greater than six months client-facing experience
You’ll spend one week training in Mississauga, ON. This training will help you develop a deeper understanding of:
- The securities business
- Our firm’s philosophy
- Our business model
- Client needs
- Key investments
- Systems
- Product offerings
You’ll also participate in a more detailed introduction to Edward Jones technology and information systems. Based upon your individual background and experience, you’ll also attend specialized breakout sessions.
Next, you’ll spend five weeks training in your target location, followed by one week in Mississauga, where you’ll again participate in special breakout sessions based on your experience and background.
During your initial training period, you’ll have the ability to place orders and will be given ample time to contact, serve and transfer your existing clients to your Edward Jones business.
Considerable Experience – 3+ years, trailing 12-month gross production of $250,000 or more and over $30 million in assets under care
You will be required to attend an accelerated orientation course in St. Louis. This course teaches you about the Edward Jones business model and investment philosophy as well as provides compliance and systems training.
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