Financial advisors help their clients achieve their long-term financial goals. It’s a growing field with benefits like flexibility and the ability to determine your own income and potential to take charge of your work-life balance.
If you have the leadership skills and initiative, coupled with the desire to build your business, financial advising is a promising career. Market intelligence firm Cerulli Associates predicts more than one-third of the financial advisors in the U.S. will retire over the next decade. To fill their shoes, the nation will need more than 100,000 new financial advisors to enter the industry.
In their day-to-day work, financial advisors manage both technical and creative tasks. U.S. News and World Report ranked the role among the top 20 Best Business Jobs. Opportunities to use their entire skillset keep the job from ever feeling mundane or boring. In fact, Career Karma included financial advisor on its list of the happiest careers.
Creating personalized financial strategies taps into a financial advisor’s technical skills and critical thinking. They call on their creative, social, and communication abilities on a daily basis to engage clients and operate their branch office.
The career can also be financially rewarding, with unlimited earning potential. Edward Jones pays new financial advisors a salary while they study for their licensing exams, then provides a supplemental salary for up to four years as they build their commissions and new asset compensation.
Job search and hiring website Indeed.com lists the following qualities as good ones for a financial advisor to have:
There’s more to being a financial advisor than crunching numbers. Financial advisors’ daily activities fall primarily under four areas of focus, each one designed to serve their clients and community.
Build relationships
The area of financial services is a people-first profession. Clients trust financial advisors with not only their money, but with the future that money represents – dreams like a child’s education or a comfortable retirement.
By building relationships, financial advisors gain a deep understanding of each client’s unique needs and values. And clients develop trust in their financial advisor’s advice.
Create personalized financial strategies
People come to financial advisors for guidance. Financial advisors combine their understanding of financial services with what they learn about a client to develop personalized roadmaps to short-term and long-term financial goals.
A good financial advisor recommends quality, diversified investment products to suit each client’s objectives and personal tolerance for risk.
Financial advisors take a holistic approach to their clients’ finances. Beyond helping clients manage their investments, a financial advisor may help their client identify opportunities to pay off debt, plan for retirement, and prepare for the unexpected.
Run a business
Helping people achieve their financial goals is a financial advisor’s primary function. But they are also a small business owner, and a portion of their time is dedicated to managing their branch office.
As the leader of their practice, Edward Jones financial advisors need the leadership skills to hire and manage staff, as well as the business acumen to create and execute a business strategy.
We provide assistance with making that first hire – a branch office administrator. The branch office administrator is a financial advisor’s right hand, helping the financial advisor in developing a business strategy and managing the day-to-day tasks that go along with running a business.
If you were to start a business from scratch, you would have to secure your own office space, training, software, employees, business plan – it’s enough to make your head spin. A unique advantage to becoming an Edward Jones financial advisor is that you are provided assistance with securing the space, tools, and people you need to hit the ground running.
Positively impact your community
A financial advisor’s work impacts the lives of people in their community. Being an active part of that community builds trust and inspires financial advisors to do their best work.
Financial advisors actively volunteer, network, and sponsor events in their local communities.
On a broader scale, Edward Jones is committed to corporate citizenship initiatives. As a firm, we’re working to combat Alzheimer’s disease and educate the public on economic inclusion and financial health. We are aligning actionable strategies to United Nations Sustainable Development Goals and measuring the impacts and outcomes of our environmental activities.
Read more about the good we do alongside our 50,000 associates across North America in our Purpose, Inclusion and Citizenship Report.
A financial advisor’s schedule offers the flexibility and independence needed to achieve work-life balance. They may choose to work evenings or weekends, or they might stick to the traditional 9-to-5.
Here’s what a financial advisor might do on a typical day:
Keep up with the markets
People hire financial advisors for their knowledge. When the economy shifts, clients call their financial advisor to ask how their investments might be affected or to seek reassurance about their portfolio.
Financial advisors need to understand the market’s daily performance so they can explain it to clients and apply it to strategies.
Financial advisors spend some time every day watching or reading market news on television, online, or in trade publications. Financial advisors with Edward Jones have the advantage of home office research teams that help them stay up to date on stock recommendations, mutual fund management, and more.
Review investments
Investing is not a “set it and forget it” activity. Financial advisors regularly review their clients’ portfolios to make sure everything is performing as expected. Shifting markets or changing client needs might lead a financial advisor to make minor adjustments or recommend a new course of action.
Keeping up on all the market’s changes and how they might impact clients is a tall order. Edward Jones’s home office advisory teams help financial advisors out in the field provide the most comprehensive, up-to-date guidance.
Counsel clients
Helping to create a better future for their clients is a financial advisor’s most important job. Financial advisors help their clients achieve long-term goals like home ownership or retirement.
To do this effectively, financial advisors need the technical skills to create a sound financial strategy and the communication skills to explain it so a client understands.
A financial advisor might meet with a client annually, quarterly, or even monthly, depending on the client’s needs. Before these meetings, the financial advisor reviews the client’s portfolio. They create a presentation to help the client visualize the portfolio’s performance and the potential outcome of recommended changes.
Market their business
Succeeding as a financial advisor isn’t as simple as flipping the sign on the door to “open.” Financial advisors need a full pipeline of prospective clients, which means getting comfortable with explaining who they are and what they offer.
Some financial advisors rely on traditional marketing channels like advertising. Others might sponsor events like college planning workshops for parents. Many market through social media platforms like Facebook and LinkedIn.
Edward Jones financial advisors have the advantage of the Client Attraction Marketing Hub, an online repository of marketing strategies and resources.
The Client Attraction Marketing Hub includes webinars, social media tools, and brand assets. You’ll also find useful planning tools like marketing calendars, customizable prospecting materials, and marketing dos and don’ts.
Network
The most effective marketing channel is referrals. Effective financial advisors have a network of accountants, attorneys, and other financial professionals who can refer clients to their office.
This network also proves invaluable when a financial advisor comes up against a unique situation.
Besides formal events like chamber of commerce mixers, financial advisors can meet like-minded people by getting involved in the community. When volunteering for a cause they’re passionate about, financial advisors can build their network while making a positive impact.
Financial advisors should schedule time each week to meet new people and catch up with the people in their sphere.
Compliance and career advancement
The financial services industry is heavily regulated, and regulations change often. Many independent financial advisors spend one to two hours a day on compliance activities.
Edward Jones financial advisors are fortunate – the home office does the heavy lifting for them. Associates at our home office keep up with changing regulations and manage compliance activities for our financial advisors nationwide.
Continuing education is a required part of maintaining a financial advisor license. Edward Jones financial advisors are encouraged to pursue additional training to broaden their knowledge and skills. Commitment to education secured Edward Jones the No. 17 spot on the 2024 Training APEX Awards list by Training magazine.
It’s also a good idea for financial advisors to attend industry conferences. These events are an opportunity to hear from leaders in the field, learn about new technology and best practices, and network with peers.
Edward Jones takes a personal approach to financial strategies. We have a singular focus: serving each and every client through a one-on-one relationship with their financial advisor.
As a privately held company, we’re not accountable to shareholders or quarterly earnings – only to our clients. That means every Edward Jones associate is free to focus 100% on the client’s best interests.
Our partnership structure is collaborative, not competitive. Edward Jones financial advisors enjoy the support and camaraderie of other financial advisors in their region. Our financial advisors are encouraged to offer and receive support from their peers.
It’s a human-centered environment that helps financial advisors achieve their potential while doing meaningful work for their clients and community – one of the reasons we were ranked on the Fortune 100 Best Companies to Work For 2024.
This single-minded focus is at the heart of our unique branch-team model. The firm invests in getting financial advisor branch offices up and running and offers ongoing support.
Learn more about starting a career as a financial advisor or start searching for opportunities now. If you’re already licensed as a financial advisor, learn how we’re built to take your practice to the next level.
Training magazine Training Apex Award 2000–2024, published January–March each year, data as of September of prior year, application fee required for consideration.
2024 Fortune 100 Best Companies to Work For, published April 2024, research by Great Places to Work®, data as of August 2023. Compensation provided for using, not obtaining, the rating.
When it comes to choosing a senior living community, finding the right balance of personalized care, wellness, engaging experiences, and comfort is essential. At The Watermark at Marco Island, residents can enjoy a thoughtfully designed lifestyle in a beautiful setting while receiving support tailored to the way they want to live.A Place to Call Home on Marco IslandLocated at 1170 San Marco Road in Marco Island, Florida, The Watermark at Marco Island offers assisted living and memory care in a welcoming residential environment.The community is designed to provide more than just a place to live. Here, personalized care is complemented by opportunities for wellness, enriching daily experiences, social connection, and chef-prepared dining.For seniors and their families, that means having support available while maintaining independence and enjoying the lifestyle that makes each day meaningful.Personalized Care Designed Around YouEvery resident has unique needs, interests, routines, and preferences. The Watermark at Marco Island takes a personalized approach to care, creating support around the individual rather than expecting residents to fit into a one-size-fits-all model.Whether a senior needs assistance with daily activities or specialized support associated with memory care, the goal is to help residents feel comfortable, confident, and engaged in their surroundings.This thoughtful approach allows families to have greater peace of mind while their loved ones enjoy a community designed around their well-being.Wellness and Enriching ExperiencesLife at The Watermark at Marco Island extends beyond care. The community incorporates holistic wellness and enriching daily experiences designed to encourage residents to remain active, connected, and engaged.Common areas provide opportunities to socialize with friends, participate in activities, enjoy hobbies, or simply relax in a comfortable environment. From a game of pool to sharing a meal or spending time with neighbors, residents have opportunities to make each day their own.The emphasis is on supporting the whole personmind, body, and spirit.Dining Made From ScratchGood food is an important part of a fulfilling lifestyle, and dining at The Watermark at Marco Island is designed to be an enjoyable part of each day.Residents can experience chef-prepared meals made from scratch, offering the opportunity to enjoy delicious food while dining in a social and welcoming environment.Meals can be more than simply meeting nutritional needsthey can provide residents with another opportunity to connect, celebrate, and enjoy the pleasures of everyday life.Comfortable ResidencesThe Watermark at Marco Island offers thoughtfully designed residences intended to provide comfort, privacy, and a sense of home.Bright interiors, comfortable furnishings, and inviting living spaces create an environment where residents can settle in and feel at ease. Families can visit and spend quality time with their loved ones in a setting that feels warm and welcoming.The community's design also provides convenient access to shared spaces where residents can socialize and participate in daily activities.See Your Day HereChoosing senior living is a significant decision, and seeing a community in person can make all the difference. A personal visit allows seniors and their families to experience the environment, explore the residences, learn about available care, and get a better understanding of everyday life at the community.The Watermark at Marco Island invites prospective residents and their families to step inside, tour the residences, and picture what their day could look like here.To schedule a personal visit, call 239-999-4601.The Watermark at Marco Island1170 San Marco RoadMarco Island, FL 34145WatermarkMarcoIsland.com
Moving a parent to senior living is rarely just a move. It is an emotional transitionfor the older adult, the family, and often the person making the decision.Families may feel guilt, sadness, fear, relief, and even uncertaintysometimes all in the same day.A daughter may think, Am I doing the right thing?A son may wonder, Will Mom think Im abandoning her?And a parent may be thinking, Am I losing my independence?These emotions are normal.As senior living leaders, our responsibility goes beyond providing a safe apartment, meals, activities, and care. We have to care for the emotional journey that comes with the transition.Its not about taking independence away.Its about helping redefine what independence looks like.Sometimes independence means no longer worrying about cooking, cleaning, medication management, or being alone. It means having people nearby, opportunities to socialize, and support when it is neededwhile still having choices about how each day is lived.Families need reassurance, not judgment.The decision to move a parent is often made after monthsor yearsof difficult conversations, falls, sleepless nights, increasing care needs, or simply realizing that living alone isnt working anymore.Families dont need someone to make them feel guilty.They need someone to say:Youre not failing your parent. Youre helping create a safer, more supported chapter of their life.The first days matter.A successful transition isnt just about getting someone moved in.The process starts before they move in. Person Centered Selling truly makes a difference from an average senior living to a fantastic senior living. It is about learning who they are.What makes them smile?What did they do for a living?What music do they enjoy?What foods do they love?Who are the important people in their life?What makes them feel comfortable?When we know the person behind the resident, we can begin creating a sense of belonging, not just care. And sometimes the greatest measure of success isnt the beautiful apartment or the activity calendar.Its when a family member says:I havent seen Mom this happy in a long time. That is priceless! That is when we know the transition is becoming a new beginning.From a senior living leaders perspectiveI have learned that families arent simply looking for a place for Mom or Dad.They are looking for peace of mind.They want to know their loved one is safe.They want to know someone will notice when something isnt right.They want their parent to have friends.They want to be a daughter or son againnot a full-time caregiver.And most importantly, they want to know:Will you love and care for my parent when I cant be there?That is the promise behind great senior living like Springwood Court. Because at the end of the day, we arent just helping someone move into a community.Were helping a family move into a new chapter and season of their life, one filled with support, connection, dignity and love.Fran Gray RNExecutive Director Springwood CourtAssisted Living12780 Kenwood LaneFort Myers, FL33907239-278-0078
Naples, Fla. Behind Naples' image as one of Florida's most affluent communities lies a growing and often invisible crisis: a rising number of seniors who can no longer afford both groceries and essential bills. As Collier County's population continues to age rapidly, local hunger-relief organizations are reporting that older adults are becoming one of the fastest-growing groups in need of food assistance.A County Growing Older, FasterCollier County is already one of the oldest counties in Florida, with 36 percent of residents age 65 or older a figure expected to climb to 46 percent by 2050. While the county's overall poverty rate sits at roughly 10.7 percent, a closer look reveals a more troubling picture for older adults: nearly a third of Collier County seniors live below the ALICE Survival Budget threshold, the income level required to cover basic necessities such as housing, food, transportation, and health care. For a single older adult, that threshold is $26,680 a year; for a couple, $45,564 figures that fall far short of what many face in a high-cost coastal market like Naples.Many of these seniors live on fixed incomes from Social Security or modest pensions that have not kept pace with rising housing and condo fee costs, property insurance premiums, and medical expenses. Meals of Hope Seeing the Shift and The Glenview at Pelican Bay is Ready to HelpUnlike younger families facing food insecurity, senior hunger often goes unseen. Many older adults are reluctant to ask for help due to pride, limited mobility, or simply not knowing where to turn. Meals of Hope, the Naples-based hunger relief nonprofit founded by President and CEO Stephen Popper in 2007, is one of the organizations seeing this shift firsthand and The Glenview at Pelican Bay has a personal connection. Stephens mother, Christine Popper, who is a current resident at The Glenview at Pelican Bay and a former nurse, came up with the idea 19 years ago. My mother saw a need to support a school in Haiti but found that the children couldnt learn because they did not have enough to eat, remarked Steve, I did some research, learned about meal packing opportunities, and hosted an event in Naples in August 2007 where 500 volunteers showed up to pack 135,000 meals. That event was life-changing, and Meals of Hope was born. The Glenview at Pelican Bay is a willing and regular packing partner and the next Meals of Hope event will take place on Monday, August 24 at 1pm. The press is invited to watch the process. Now the largest food pantry network in Southwest Florida, Meals of Hope operates roughly 21 weekly food pantries across Collier and Lee counties and distributes more than 125 million meals each month, serving approximately 4,000 families a week. Popper notes that older adults on fixed incomes are showing up in growing numbers, often for the first time in their lives, as inflation and rising local housing costs erode the purchasing power of Social Security checks.How The Glenview at Pelican Bay Is RespondingBesides housing the idea person behind this effective community service, The Glenview at Pelican Bay partners with Meals of Hope regularly with residents who volunteers hundreds of hours of time to organize, sort and pack meal boxes. They will be doing it again this month on Monday August 24 at 1pm. We feel it is important to support our community in every way, adds Daniel Gomez, Glenviews Executive Director, We are so proud to have Mrs. Popper among our residents and it has become something our residents and staff look forward to helping with.It will be a family affair for the Poppers as Christine, her son Steve, his wife, their children and her grandchildren will be among the volunteers. Notes the Matriarch Christine Popper, It is a wonderful way to teach our children about community service and I get a nice visit out of it as well. I am so grateful for The Glenview at Pelican Bay and how they readily embrace helping the community.In addition to regular packing events, Meals of Hope has expanded its infrastructure and reimagined how it reaches vulnerable seniors and families, including:A new 18,000-square-foot distribution center in Naples, featuring more than 9,000 square feet of refrigerated space to store fresh produce, proteins, and dairy at a much larger scaleYour Neighborhood Pantry, a mobile "choice" pantry launched with support from the Collier Community Foundation, where residents walk through and select their own groceries including fresh produce, dairy, eggs, and proteins preserving dignity and reducing wasteNeighborhood-based mobile pantries, including a location at the River Park Community Center currently serving close to 100 families per week, with room to grow to 160A Home Delivery Initiative aimed at reaching homebound residents in Immokalee and Golden Gate who face transportation or mobility barriers that a traditional pantry can't solveThe Hunger to Hope capital campaign, which has raised $2.8 million toward a $4.5 million goal to fund long-term infrastructure behind this workStarting and watching Meals of Hope grow and help so many people has been life changing for me and my family, Steve added. And, it just goes to show, listen to your mother because she knows what is right. About The Glenview at Pelican BayThe Glenview at Pelican Bay is Naples' only equity-ownership LifeCare community, offering residents a rare combination of financial security, resort-style living, and access to award-winning care all within one of Florida's most desirable coastal settings. Managed by Life Care Services (LCS), ranked No. 1 in customer satisfaction among independent senior living communities by J.D. Power, The Glenview delivers an exceptional standard of living at every level. Residents enjoy chef-driven dining and a rich calendar of activities and enrichment programs, all steps from home. For those who need it, Premier Place the community's on-site health center provides a full continuum of care. For more information, visit glenviewnaples.com or call (239) 977-9744.
Quite simply, you are my priority. My favorite part of being a financial advisor is getting to know each client on a personal level. Your story, your values, your concerns and your personal goals are just as important to me as your financial goals. Uncovering what is important to you paves the way to building an incredible financial strategy that incorporates every aspect of who you are and what you are seeking to achieve. I work together with my clients by listening to what is truly important to them and using an established process to discover together which strategies and tools will work best for your unique circumstances.Another reason why I work so hard to understand my client's needs is my experience as a father of five and husband to my wife, Ann. I have four boys and one girl: Declan (7), Vaelen (5), Kylian (4) and Lochlann (2). We also added a princess to our rowdy crew, Ailis, in June of 2022. More than ever, I understand that health, safety and security will always be a top priority to my clients just as it is for me. The same care, attention, mindfulness and dedication required as a parent has shaped the way I approach my role as your financial advisor. So, whether it's planning for retirement, saving for education or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.As a former collegiate athlete for Ave Maria University, I understand the importance of teamwork and being able to rely on those to around you to overcome challenges. Our partnership, the flexibility to work alongside your attorney, accountant and other trusted professionals and the resources at Edward Jones will ensure you receive the most current and comprehensive guidance to make sure you're given everything you need to be confident in your financial strategy.I love what I do, and I'm blessed to be in a role where I can have such a positive impact on my clients' lives and my community!
Quite simply, you are my priority. My favorite part of being a financial advisor is getting to know each client on a personal level. Your story, your values, your concerns and your personal goals are just as important to me as your financial goals. Uncovering what is important to you paves the way to building an incredible financial strategy that incorporates every aspect of who you are and what you are seeking to achieve. I work together with my clients by listening to what is truly important to them and using an established process to discover together which strategies and tools will work best for your unique circumstances.Another reason why I work so hard to understand my client's needs is my experience as a father of five and husband to my wife, Ann. I have four boys and one girl: Declan (7), Vaelen (5), Kylian (4) and Lochlann (2). We also added a princess to our rowdy crew, Ailis, in June of 2022. More than ever, I understand that health, safety and security will always be a top priority to my clients just as it is for me. The same care, attention, mindfulness and dedication required as a parent has shaped the way I approach my role as your financial advisor. So, whether it's planning for retirement, saving for education or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.As a former collegiate athlete for Ave Maria University, I understand the importance of teamwork and being able to rely on those to around you to overcome challenges. Our partnership, the flexibility to work alongside your attorney, accountant and other trusted professionals and the resources at Edward Jones will ensure you receive the most current and comprehensive guidance to make sure you're given everything you need to be confident in your financial strategy.I love what I do, and I'm blessed to be in a role where I can have such a positive impact on my clients' lives and my community!
Quite simply, you are my priority. My favorite part of being a financial advisor is getting to know each client on a personal level. Your story, your values, your concerns and your personal goals are just as important to me as your financial goals. Uncovering what is important to you paves the way to building an incredible financial strategy that incorporates every aspect of who you are and what you are seeking to achieve. I work together with my clients by listening to what is truly important to them and using an established process to discover together which strategies and tools will work best for your unique circumstances.Another reason why I work so hard to understand my client's needs is my experience as a father of five and husband to my wife, Ann. I have four boys and one girl: Declan (7), Vaelen (5), Kylian (4) and Lochlann (2). We also added a princess to our rowdy crew, Ailis, in June of 2022. More than ever, I understand that health, safety and security will always be a top priority to my clients just as it is for me. The same care, attention, mindfulness and dedication required as a parent has shaped the way I approach my role as your financial advisor. So, whether it's planning for retirement, saving for education or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.As a former collegiate athlete for Ave Maria University, I understand the importance of teamwork and being able to rely on those to around you to overcome challenges. Our partnership, the flexibility to work alongside your attorney, accountant and other trusted professionals and the resources at Edward Jones will ensure you receive the most current and comprehensive guidance to make sure you're given everything you need to be confident in your financial strategy.I love what I do, and I'm blessed to be in a role where I can have such a positive impact on my clients' lives and my community!