About the Role
Limited Experience – General Securities Representative License [SIE + Series7 + Series 66 (or a combination of an active Series 63 & 65 licenses)] with less than six months client-facing experience and limited business development experience
Over the course of several weeks, you’ll spend time participating in virtual instructor-led, online and field training where you will have the opportunity to learn, apply and reflect on your progress with your peers.
This training will help you develop a better understanding of:
The securities business
Our firm’s philosophy
Our business model
Client needs
Key investments
You’ll also participate in an introduction to Edward Jones technology and information systems.
Following this initial training, you’ll spend an additional week in St. Louis. The determination of which training process best suits you will ultimately be based on your individual qualifications, background and experience.
Moderate Experience – General Securities Representative License [SIE + Series 7 + Series 66 (or a combination of an active Series 63 & 65 licenses)] with at least six months client-facing experience
You’ll spend one week participating in virtual instructor-led training. This training will help you develop a deeper understanding of:
The securities business
Our firm’s philosophy
Our business model
Client needs
Key investments
Systems
Product offerings
You’ll also participate in an introduction to Edward Jones technology and information systems.
Next, you’ll spend five weeks training in your target location, followed by one week in St. Louis.
During your initial training period, you’ll have the ability to place orders and will be given ample time to contact, serve and transfer your existing clients to your Edward Jones business.
Considerable Experience – 3+ years, trailing 12-month gross production of $250,000 or more and over $30 million in assets under care
You will be required to attend an accelerated orientation course in St. Louis. This course teaches you about the Edward Jones business model and investment philosophy as well as providing compliance and systems training.