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