Edward Jones Business Plan Activity – Edward Jones exists to make a difference in people’s lives and have a significant impact on the world. We give back and actively work to strengthen the communities where we live and work, to enrich the lives of our customers and associates.
For more than 25 years, we have taken our role as a respected corporate citizen and community partner seriously. Today we strive to live our values through volunteering, charitable giving and supporting causes that are most important to our customers and associates.
Edward Jones Business Plan Activity
When we say we are an active part of the communities we serve, we really mean it. Charities benefit from the generosity of our members year after year. We donate, walk, ride, run and sponsor partner companies, clients, family members and general causes.
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Edward Jones financial advisors take the company’s commitment to the community very seriously. Many are local Chamber of Commerce presidents and members, board members, event coordinators, members of professional organizations – the list goes on.
As a company, we are committed to ending racism in our communities and creating more opportunities for visible minorities and indigenous peoples. We recognize the positive impact businesses can have and the good we can do with and for our many stakeholders when we work together. Beyond statements and platitudes is the real work, the real actions of our 49,000 associates in support of real progress. This is the work we are committed to doing.
At Edward Jones, our goal is to partner for a positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. Financial Counseling with Edward Jones matches your personal career objectives, we urge you to carefully review the following information. This summary describes the position and activities of a successful Financial Advisor during the first year of their career. Table of Contents Page 2: Financial Advisor Opportunities Page 4: The Selection Process Page 5: Financial Advisor Compensation and Benefits Page 7: New Financial Advisor Training Page 9: Family Support If you have any questions about to this or other information to become a Financial Advisor. Edward Jones Financial Advisor, call our Talent Acquisition department on Visit
2 THE FINANCIAL ADVISORY OPPORTUNITY The Financial Advising Opportunity People from a variety of backgrounds including those with prior financial services or sales experience, military veterans and community influencers have found new success at Edward Jones. Amid this great diversity, those individuals who succeed here share common traits of personal drive and exceptional relationship skills. Come start a new career with us and find an environment ready to match your ambitions with unlimited potential. As a Financial Advisor at Edward Jones, you will have the opportunity to manage your own professional practice while helping people work toward their personal and financial goals. You’ll have the support of one of the most respected financial services firms, as well as a network of Financial Advisors and a dedicated branch manager who are committed to your success and doing what’s right for clients. Our award-winning training teaches you the skills to run your business your way, offering opportunities for unlimited earning potential, which is directly related to the energy and effort you put in. About Edward Jones Founded in 1922, Edward Jones is a financial services leader with subsidiaries in North America. We have always taken a more personal approach to business that begins with a face-to-face meeting between a client and a Financial Advisor. We believe that building long-term relationships with our clients and always putting their best interests first are essential to our success. Our mission is to help individuals achieve their serious and long-term financial goals by understanding their needs and implementing tailored solutions.
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3 Why Edward Jones? When you join Edward Jones, you join an organization of dedicated, enthusiastic, diverse and highly motivated individuals. Our business is very personal where the needs of our customers come first. Perhaps the most defining characteristic of our culture is the fact that we are a partnership and have been one all these years. For us, a partnership is much more than a legal contract, it is the foundation that fortifies our organization. As members of the largest financial services company to maintain a partnership structure, Edward Jones associates have the potential to gain ownership in the firm. In fact, nearly 15,000 Edward Jones associates are limited and general partners. Who are we looking for? Individuals who have a track record of professional success Individuals motivated by challenge and reward Individuals comfortable with autonomy and independence Individuals dedicated to self-development who can lead a branch team Positive and sociable individuals who can manage in effectively rejection or hesitation Why Edward Jones Financial Advisors have always ranked the most satisfied in the industry? Your compensation reflects your efforts, resulting in unlimited earning potential. You have the autonomy to select clients and set your schedule. You are set up for success, thanks to a comprehensive training and support program. Change your life and make a difference in the lives of others. Get paid while you study and receive all the support you need to pass industry-regulated exams. Receive business and financial training. Identify and cultivate potential clients from your own local office. Education magazine, FORTUNE magazine and numerous states across the country have recognized Edward Jones for career excellence. Visit for a complete list of awards and recognitions. Work one-on-one with clients to determine and help meet their financial and investment needs. Enjoy the opportunity to give back to your community. This is a unique and exciting opportunity for the right person. The financial possibilities can be great, but it takes a dedicated individual to capitalize on the potential. Visit to read the success stories of current Financial Advisors and submit your resume. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law. ITEM # 8036 TAL-7466D-A EXP MAY 31, 2015
4 FINANCIAL ADVISOR OPPORTUNITIES The Edward Jones Selection Process Being an Edward Jones Financial Advisor is a rewarding career that is full of opportunities for the right person. It is a challenging role that requires exceptional relationship skills and personal drive. But if this type of role suits you, we enthusiastically support you with abundant resources and training to help you achieve long-term success. Edward Jones Financial Advisor candidates must submit a resume to the Financial Advisor’s Talent Acquisition department for review. If qualified, the applicant completes an employment application and progresses through a series of telephone and face-to-face interviews and a virtual day-in-the-life assessment. Our assessment process is comprehensive and is designed to provide a realistic view of the work required to build a successful practice. The process takes approximately 30 to 45 days from resume review to selection. The selection process can move quickly, but much of the time frame depends on your schedule as it moves through the process. Who are we looking for? Individuals who have a track record of professional success Individuals motivated by challenge and reward Individuals who are comfortable with autonomy and independence Individuals dedicated to self-development who can lead a branch team Positive, sociable individuals who can effectively handle rejection or hesitation Hard workers who have demonstrated self-discipline Steps in the Candidate Process Submit Resume Invitation to Apply Recruiter Review Phone Screen Financial Consultant Interview Business Plan Phone Interview Virtual Day in Decision Making Life Evaluation Selection NOTE: Licensed candidates may have a different selection process depending on the individual’s experience. All prospective Edward Jones Financial Advisors are required to pass a drug screening test. Edward Jones will not disclose information obtained through the drug screening test except: 1) When such information is needed by persons involved in the employment decision; and 2) When such disclosure is required by law. If you decide to accept our offer of employment, you will receive a Form U4 or Form 4 questionnaire to complete. Form U4 is a very important document that must be submitted to the Financial Industry Regulatory Authority (FINRA) to begin your securities licensing process. Our offer of employment is contingent upon your completing and accurate Form U4 or questionnaire, and responses indicating that you will not be disqualified by FINRA. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law. ITEM # 8032 TAL-5933C-A EXP APR 30 EDWARD JONES. ALL RIGHTS RESERVED.
5 THE FINANCIAL ADVISOR OPPORTUNITY Financial Advisor Compensation and Benefits Fact Sheet Competitive Compensation 1 We know what drives you, we’ve tailored an award-winning career experience around it. Compensation is a big part of your professional satisfaction, and we’re proud to say that at Edward Jones, your earning potential is limitless.
