Financial Advisor - Financial Advisor Edward Jones Employee Review

3.0
Jun 6, 2017
Recommend
CEO approval
Business Outlook

Pros

Home office based training is very good. Home office staff are generally very knowledgeable. FA's are friendly and what to help you succeed.

Cons

Field-based training is very spotty and poor. What is learned in a classroom doesn't necessarily correlate to the real world. Insurance platform is very cumbersome and it takes forever to get a life insurance policy issued. DOL ruling is having a major impact on Edward Jones business and they way commissions will be paid as the firm moves away from retirement accounts that are transaction-based to fee based. As a result, going forward, I don't think Advisors will earn what they made in the past. The first 17 week sales quota is very hard to make and if you don't make it your are gone. All of the Advisors I met, who have found success at the firm, were all given accounts to take over and manage. Without this help it is extremely hard to succeed here.

Explore other reviews about Edward Jones

5.0
Jul 13, 2026
Recommend
CEO approval
Business Outlook

Pros

Paid training and licensing exams Trainers and classes were enjoyable Supplied laptop and training materials

Cons

Intense interview process Information overload during training High pressure expectations of performance

2.0
Jun 24, 2026
Recommend
CEO approval
Business Outlook

Pros

They have allowed the HBA’s (home based associates) to remain remote

Cons

Micromanagers, they say they are okay if you want to apply to another department within the firm but the minute you do it’s like you get a target on your back. The pay doesn’t match the workload and the word is that you have to quit and then come back to make what you should already be getting paid. Benefits are terrible but 401k is pretty good

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