Investment Strategist

Job Overview

If you find yourself at a professional crossroads, a career as a Investment Strategist may be the right change for you. Investment Strategist 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 Investment Strategist 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 are committed to providing you with the support you need. Our team will accompany you every step of the way, offering:

• Enhance your qualifications and gain the essential knowledge needed to operate as a financial advisor through a reputable paid training curriculum.
• Payment arrangements for the first five years as you start building your practice²
• An office branch in the neighborhood sponsored by a company
• Assistance at branch locations serves to lighten your load, allowing you to prioritize client satisfaction
• With the assurance of a robust network of support ranging from the local office to the entire region and company headquarters, you can work independently with confidence.

Additionally, be ready for...

• You have unlimited potential for earning and advancement, with your compensation reflecting the level of dedication you show
• A compensation structure with provisions for commissions, profit sharing, and incentive travel
• Achieving flexibility to navigate between personal and professional commitments provides a balanced approach to life
• Promoting continuous self-improvement and advancement in the professional sphere

Key Responsibilities

• Develop associations to expand your customer base by utilizing a combination of traditional and digital methods, including direct interactions, virtual networking, referrals, social media presence, and involvement in speaking engagements.
• Create personalized, comprehensive strategies by deeply understanding the needs, priorities, and concerns of clients and prospective clients, which accelerates the process of building trust and supporting them in achieving their goals.
• Manage branch protocols, roles, and responsibilities to secure a premium and organized customer experience that complies with company regulations, legal requirements, and ethical principles.
• Collaborate with the branch personnel to establish, oversee, and modify the branch's business plan to boost branch efficiency and realize specified business objectives.
• Nurture an engaging branch climate where trust, respect, constructive feedback, and individual accountability are consistently upheld.

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 five years, salary will decrease

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 five years, commissions and compensation for new assets gathered for the first five years.

Access further details on compensation by clicking the link below.

Income arrangements for inexperienced financial advisors

Starting salary augmentation is available in the $45,000 to $100,000 span

Skills/Requirements

Successful 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 traits are necessary for excelling in the role of a financial advisor?

• Fascinated by the intricacies of financial services and markets and their operational dynamics
• Ardor for learning and overcoming challenges, backed by a firm resolve to succeed
• Experienced in building long-term rapport with individuals
• Self-assured in your competence for rational analysis
• Vigor for untapped potentials

Can you see yourself...

• Acquiring the expertise needed to excel as a financial advisor through our comprehensive training program
• Implementing personalized investment and financial approaches for your customers?
• Claiming ownership of the progress and triumph of your enterprise?
• Fulfilling professional and personal goals as they pertain to expanding your practice efforts?
• Getting involved and positively impacting your community?

Skills/Requirements

Meeting the standards of at least one of the four listed qualification bullets is a prerequisite for candidates:

• A bachelor's degree is highly sought after, or an equivalent level of work-related experience within the securities/financial services industry is acceptable
• A track record in financial services or sales is preferred
• Validating eligibility to provide financial services through registration, licensing, or certification
• Progressing in a professional or military career indicates an individual's ability to take on greater roles and responsibilities within their organization

Licensing:

• 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.
• Individuals are required to obtain FINRA registrations and state insurance licenses within three months of the application process.
• Associates are mandated to partake in recurrent training initiatives facilitated by the organization and regulatory bodies like FINRA and the SEC, as well as to fulfill necessary continuing education obligations to sustain the status of their licenses.

At Edward Jones, we are dedicated to creating an environment where every individual is respected and appreciated. We take pride in the commitment and hard work of our associates and the recognition we have attained.

Learn more about the U.S. awards and accolades received: Edward Jones blog posts offer informative insights and information on these achievements

Discover our Canadian recognition and awards: Edward Jones Articles Showcasing Insights & Information

About Us

Embrace the chance to be part of a distinguished financial institution that values your involvement. Edward Jones, a Fortune 500¹ firm, gives importance to people. Catering to a broad client base of over 9 million with a workforce of 20,000 financial advisors in the U.S. and Canada, we maintain our focus on customer satisfaction through our privately-owned status.

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 central to our partnership ethos at Edward Jones, with team members being recognized, respected, listened to, and upheld, positioning us as the unrivaled option for commencing or advancing your career.

Review our detailed report on Purpose, Inclusion, and Citizenship.

Compensation is provided for the use, not the acquisition, of the rating on the June 2024 Fortune 500 list, which is compiled using data up to December 2023.

Edward Jones is committed to upholding anti-discrimination practices, ensuring individuals are not treated unfairly based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other restricted criteria.

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