The freedom to build your practice your way, backed by our support. New digital tools to help you grow — and strengthen — client relationships. A purpose-driven culture built on client-first values. Training and opportunities to take on leadership roles. The ability to make a positive impact on your clients and community, with the flexibility to stay true to your values and pursue your own life goals. These are just some of the ways we can help you take your practice to the next level.
Experienced Financial Advisor
A Unique Opportunity for Financial Advisors In the world of financial services, recognition and rewards for outstanding performance are essential to motivate and inspire financial advisors to build successful practices. The Edward Jones Travel Award Program is one of a kind, offering a unique opportunity for financial advisors to relax, recharge, and share ideas with their peers. This unique program is revered in the industry, and it’s what sets us apart from competitors. A Travel Award Program with Purpose: The Edward Jones Travel Award Program was created with the aim of recognizing financial advisors who build and manage successful practices by helping their clients achieve their financial goals through a solutions-based approach. The purpose of the program is to: What Makes the Program Unique? The Edward Jones Travel Award Program stands out from competitors in several ways. Firstly, trips have the option of including family, which is rare in the industry. Secondly, it provides a cash alternative for those who prefer not to travel. During the pandemic, the program even offered a Personal Travel Award Card, which allowed financial advisors to use the funds for any travel-related expenses. Additionally, the program has never canceled trips during challenging economic times, demonstrating its commitment to recognizing and rewarding its financial advisors. With the Edward Jones Travel Award Program, there is no cap on the number of qualifying financial advisors with an average of over 60% qualifying over the last three years. Hear From Our Own Financial Advisors: – Patty Krenos, Regional Leader, Financial Advisor -Jeff Springgate, Financial Advisor, Edward Jones
“I am incredibly grateful for the travel rewards program offered by Edward Jones. It has not only allowed me to explore new places and cultures but has also given me the opportunity to create unforgettable memories with my daughter that will last a lifetime. From our adventures in exotic destinations to the simple moments of togetherness, these experiences have strengthened our bond and enriched our lives in ways I never thought possible. Thank you for making it possible for us to share these precious moments and create a treasure trove of memories that we will cherish forever.”
“We went to the Grand Caymans this past February. What made this trip unique is that we decided when each of our kids turns 10, we have 3, we’ll take them on their own special trip without their other siblings. My daughter was the first to turn 10, so this was her trip with my wife and me. It was such a great trip being able to focus on just her for 7 days.”
If you’re already licensed as a financial advisor, learn how we’re built to take your practice to the next level.
Experienced Financial Advisor
Experienced Financial Advisor
Awards & Accolades:
In May 2024, Financial Planning listed Edward Jones as the number one firm for Best Advisor Pay for the $2M, $1M and $600K production levels and second for the $400K production level.
Experienced Financial Advisor
Experienced Financial Advisor
Experienced Financial Advisor
Experienced Financial Advisor
Why Financial Advisors Should Prompt Families to Engage in Crucial Conversations Around Wealth Transfer
The next two decades will be a defining period in the wealth management industry, with an estimated $84.4 trillion in assets being passed down by 20451 . With this unprecedented transfer of wealth, we will see older generations, like Baby Boomers and the Silent Generation, navigating discussions around plans for inheritance and the transfer of funds. As an industry, we have a responsibility to support our clients through this transition, connect with the next generation of clients and serve families in a way that is unique to their needs.
Younger generations, like Gen Z, Millennials and Gen X, are expected to inherit immense wealth and will need support in managing their assets so they are set up for success in their lifetimes and beyond. Financial advisors should see this as an opportunity to build relationships with this next generation of clients by supporting them through this massive transfer of wealth. At Edward Jones, we are setting up our financial advisors with the tools and support to better serve their clients and to help them grow their financial knowledge – so they have the opportunity to achieve what is most important to them.
Bringing Conversations Around Wealth Transfer to the (Dinner) Table
If your clients aren’t already having these conversations with their families, it’s time to prompt them to do so. The good news is our recent research found that a majority of financial advisors surveyed across the industry (89%) report that their clients have a wealth transfer plan in place and nearly two-thirds of financial advisors (65%) say clients are bringing their children or parents to meetings to discuss their wealth transfer plans. It’s promising to see clients engaging their families in these conversations, as earlier involvement creates a sense of trust and intentionality before the transfer takes place and helps set up younger generations for future success.
It’s also key to maintain an ongoing exchange with your clients and their families throughout this process to help ensure responsive action to changes in family dynamics, finances and more. Over three quarters (77%) of financial advisors say they discuss clients’ wealth transfer plans at least quarterly to stay on top of their long-term priorities. In times of transition, our role as a trusted guide to our clients is even more important. We understand that it’s nearly impossible to separate emotions from money, which further underscores why we enable our financial advisors to deliver comprehensive solutions and advice by providing personalized experiences, guidance and tools designed to help more people achieve financially what is most important to them.
Digging Deeper on Values and Goals
We know these conversations are also always changing and financial advisors acknowledge that their conversations with clients around inheritance have shifted in the past five years. For instance, 36% of financial advisors report their client conversations focus more on establishing and growing wealth to use during their lifetime rather than passing on or giving away their wealth. This is why building a deeply personal relationship with your client can help make sure you’re building a comprehensive financial strategy that considers their life, values, goals, aspirations and risk.
Clients and investors today are not just expecting “best in class,” they are looking for what’s “best in life.” That’s why at Edward Jones, our financial advisors are focused on a holistic approach – serving clients with trusted guidance that future generations should benefit from for years to come.
“By digging deeper into their values and goals, financial advisors can set clients up for success as they broach complex conversations with family around wealth transfer and inheritance.”
David Chubak, principal, Head of the U.S. Business Unit, Edward Jones
Interested in the Edward Jones Financial Advisor Opportunity?
If you’re already licensed as a financial advisor, learn how we’re built to take your practice to the next level.
Cerulli Associates: 1 Cerulli Anticipates $84 Trillion in Wealth Transfers Through 2045
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Experienced Financial Advisor
As we continue our transformational journey to provide deep personal relationships and more comprehensive planning and advice to clients, Edward Jones has enhanced its tools, product and service offerings along with greater flexibility, autonomy and choice in how its financial advisors work with clients.
“The investments we’re making today will allow our financial advisors to spend more time with their clients and families and provide the more comprehensive advice they are seeking.”
David Chubak, Head of the U.S. Business Unit
Technology
One of the things we pay particular attention to is the importance of technology in growing our impact and our business.
The latest version of MoneyGuideElite℠ is available to all U.S. branch teams, enabling deeper discovery conversations with clients and more comprehensive goals-based advice. And by the end of 2024, more than 19,000 client support teams will be on Salesforce. This platform offers a high-tech relationship management solution that pulls client data from multiple sources, making it easy for branch teams to get a full view of their clients. Additionally, LinkedIn Sales Navigator is available to all financial advisors.
We believe the combination of these industry leading tools and the depth of knowledge of our financial
advisors are critical to delivering personalized, comprehensive advice and a more holistic planning experience.
Product Offerings and Financial Planning
We are rolling out enhancements to our Investment Advisory Platform such as an optional tax loss harvesting service that monitors eligible investments in certain taxable accounts for opportunities to realize losses while maintaining alignment with the client’s objectives.
Additional enhancements include:
In 2023, we started piloting a financial planning experience that we are expanding as an option for branches to engage with and deliver financial planning directly to clients later this year. This pilot delivers financial planning to clients through our headquarters and focuses on testing and refining the fiduciary financial planning experience that branches will be able to deliver directly to clients in the future.
“In addition to new tools, products and services, we are also investing in developing, retaining and growing our branch teams by offering new practice models and more flexibility, autonomy and choice in how they run their practices,” said David Chubak, Head of the U.S. Business Unit.
New Practice Models
Financial advisors transitioning to Edward Jones have choices. The new practice models, including multi-FA offices, financial advisor teams sharing revenue and new client support team roles such as Associate Financial Advisor and Registered Branch Associate. The new practice models and new roles offer additional options for how clients work with their financial advisor and how branch teams work together, in addition to building capacity for branch teams and deeper experience to serve more clients more completely.
Experienced Financial Advisor
With a structured framework for retirement transition plans, proper thought and attention is given to each step in the process.
The retiring FA guides:
“The retirement transition plan at Edward Jones was a big factor in my decision to move from another firm. I knew my clients would be well taken care of, largely because they would continue to work with my BOA [Branch Office Administrator] and their new financial advisor would remain in our local area.”
—Bob Miller, CFP®, Independence KS, transitioned to Edward Jones in June 2022
Finishing your financial advising practice at Edward Jones provides you with peace of mind that you’ve served your clients well and that your dedicated level of care will continue in the future and that you were generously recognized for the contribution of your legacy.
To learn more, visit our compensation program for experienced advisors.
Follow Us:
