US Experienced Financial Advisor

Company: Edward D. Jones & Co., L.P
Location: Woodland
Posted on: March 7, 2023

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
*Do you want to elevate your practice? Edward Jones is here for you. *

With Edward Jones, experienced financial advisors like you will discover a different kind of business model. Our nearly 19,000 financial advisors run their own offices and make their own decisions. But they have vast resources, from branch office support to some of the most advanced technological tools and resources in the industry. With Edward Jones you can be in business for yourselfbut not by yourself. So why not grow your practice with an organization that supports your professional and personal development.

Edward Jones is constantly adapting while staying firmly grounded in doing what's best for our clients that's what makes us an industry original and steady as a rock. For 100 years we've put an intense value on building trusted relationships and investing in people. It's why we're consistently rated by third parties as a great place to work by our financial advisors. This is what makes us stand out in the industry this is what makes us Edward Jones.

Moving your practice takes a lot of self-reflection, and we are here at any point in time for a confidential discussion. We have an entire team dedicated to transitioning your practice, including connecting you with financial advisors who've recently made the transition to Edward Jones.

*Forward thinking. industry leading and technologically advanced. *

*Edward Jones is built to help you positively impact your clients lives. *
* Our community-based branch offices are our only profit center.
* The support of a Branch Office Administrator and thousands of headquarters associates allow you to focus on what's most important, your clients.
* You are truly equipped to provide what's best for each of your clients not for the firm. We offer a full spectrum of products and services to help meet the goals of your client. From high-net-worth individuals to business owners to all other long-term investors, Edward Jones provides the products, plus extensive support and resources, to help ensure you can serve each of your clients unique and often complex investing needs.
* Our integrated information systems and advanced, client-facing technology makes it easy for you to work with clients and build your business, remotely.
*We believe that those who share in the work, should share in the rewards *
* Transfer compensation is individually assessed and optimized for incoming financial advisor's individual practice and professional situation.
* Your compensation is based on the practice you build, not requirements defined by prior performance levels, obligations or stipulations.
* A portion of your variable income is based off assets that transfer in over the first two years, regardless of how the assets are invested even if they are transferred in kind.
* Your total compensation is made up of multiple income streams, which could include guaranteed salary and new asset compensation, commissions, profit sharing, and travel awards.

* In the past, certain financial advisors have had the opportunity to make a limited partnership investment in Edward Jones' parent company, The Jones Financial Companies, L.L.L.P. (JFC), a Missouri limited liability limited partnership.1
*Transition Team *
Our team will be there every step of the way, providing:
* Pre-transition planning.
* Industry leading training and support tailored to your unique needs and the needs of your clients.
* For those financial advisors transitioning a more robust practice, on-site support begins Day 1.
* Ongoing dedicated support to help ensure a smooth transition for your practice and your clients.
*You can also expect*
* No ceiling to your earning potential and growth, based on the energy and effort you put forth.
* Your production directly ties to your earnings.
* Leadership development opportunities; your professional development is tailored to you.
* The flexibility that you need to balance your personal and professional life the best of both worlds.
1Eligibility to participate in a limited partnership offering has historically required, among other things, financial advisors to meet certain tenure and performance requirements. As of March 2021, approximately 24,000 current and former Edward Jones associates, including financial advisors, branch office administrators and home office associates, are limited partners of JFC. Past limited partnership offerings are not a guarantee of future offerings.*****If you have less than three years experience, less than $30 million in portable assets under care or trailing 12-month production of less than $250,000, a supplemental starting salary range of $38,500 $100,000 is provided.***
***If you have more than three years experience, greater than $30 million in portable assets under care and trailing 12-month production of $250,000 or higher, your salary will be customized based on your 12-month production.***
***[Experienced Financial Advisors Compensation](https://careers.edwardjones.com/career-areas/experienced-financial-advisor/compensation-and-benefits/)***


* Must have the following registrations: Series 7 and Series 63/65 or Series 66.
* Insurance license preferred, will be required if not currently held.
* Desire to build long-term client relationships and experience in a client-facing role.
* Passion for new opportunities to grow your individual financial advising practice while being collaborative region and firm wide.


* 2021 FORTUNE 100 Best Companies to Work For By Great Place to Work and FORTUNE Magazine Edward Jones was named No. 20 on the list.
* From FORTUNE 2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* 2021 Corporate Equality Index Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundations 19th annual scorecard on LGBTQ workplace equality.
* From The Human Rights Campaign. All Rights Reserved

* 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
* J.D. Power, 2021 Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
* Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.


Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veterans status, genetic information or any other basis prohibited by applicable law.

Keywords: Edward D. Jones & Co., L.P, Woodland , US Experienced Financial Advisor, Accounting, Auditing , Woodland, California