St Louis, MO (United States)
Number of Employees
Highlights from Edward Jones
Meet a Fairygodboss at Edward Jones
Principal, Financial Advisor
Los Altos, California
Cynthia joined Edward Jones in 1999 as a financial advisor and since joining the firm she has served in a number of volunteer roles, including serving as a mentor, field trainer, and performance leader. In 2008, she was named a regional leader, and today she is responsible for 68 branch teams located from San Francisco to Salinas in California.
Meet a Fairygodboss at Edward Jones
Julie G Kelly
Durham, North Carolina
Julie has been in the industry for over 14 years. She graduated from Colgate University with a Bachelor's degree in International Relations Studies and a minor in German. She also holds General Securities Representatives (Series 7), Uniform Combined State Law Examination (Series 66), and life and health insurance licenses, as well as the CFP® and CRPC® professional designations. Her passion to help families implement wealth accumulation, wealth protection and wealth transfer strategies is what drew her to Edward Jones.
- Edward Jones Named One of PEOPLE Magazine's “50 Companies That Care” by Great Place to Work® and PEOPLE
- Edward Jones and the Alzheimer’s Association® Receive Halo Award for Corporate Social Responsibility and Cause Marketing
- Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power
- Edward Jones Named One of the 100 Best Workplaces for Millennials by Great Place to Work® and Fortune Magazine
What Women Should Know about Working At Edward Jones
Moments that Matter: Financial Advisor Kelly Rae Haskell
Moments That Matter: Financial Advisor Julie Kelly
Programs, initiatives, groups
- Additional information
- Early Success Coach Program
During the first 12 months at Edward Jones, you will be paired with an Early Success Coach. This coach is an experienced Financial Advisor who will spend one-on-one time with you, either over the phone or in person, to offer advice and guidance as you complete your training. Your coach can offer support on topics such as:
- Developing strategies to build relationships within your community as well as client relationships
- Managing a balance between your career and personal commitments
- Applying the knowledge and experiences gained from training to create strategies for helping clients work toward their long-term financial goals
Women Helping (Other) Women (WHOW)
At Edward Jones, many of our Financial Advisors learn business tactics and best practices from each other. Our WHOW meetings bring women from a region together to network and share business-building ideas. At these events, there are presentations and panel discussions from successful women Financial Advisors, external wholesalers and home office representatives.
Women's Networking Lunches
When you travel to our headquarters locations for training, you will be invited to participate in a women's networking lunch to connect with other women Financial Advisors from across the country that are at the same point in their careers. In addition, you will meet with a veteran woman advisor to learn more about how she built her practice. This is an ideal opportunity for women to offer advice to one another and exchange best practices.
- Unconscious bias training
- Yes, Cross-Cultural Development Program
At Edward Jones, we acknowledge there are various cultural barriers and challenges that diverse Financial Advisors experience. We've developed the Cross Cultural Development Program to help our diverse Financial Advisors address those challenges and build successful businesses within their communities.
This two-day class focuses on understanding issues of race and then identifying strategies for building credibility, competence and confidence to counter those issues. In the program, Financial Advisors share successful strategies and business-building ideas.
Financial Advisors are invited to participate in this class 10 to 60 months into building a practice.
- Overview: Parental leave policies
- Primary caregivers are given 16 weeks of time off with 100 percent of their prior six-month pay. Secondary caregivers are given up to two weeks of time off at 100 percent of their prior six-month pay. This policy highlights the importance we lay on evolving our benefits and programs to support the needs of our associates and their families.
- Paid maternity leave
- Paid paternity leave