Catching Up - Financial Advisor Edward Jones Employee Review

3.0
28 Mar 2025
Recommend
CEO approval
Business outlook

Pros

Good work-life balance once you have a big enough book of business; get to run your own branch; Sr Management trying to have firm catch up to rest of industry

Cons

No training on prospecting, lots of changes happening all at once - can be overwhelming, firm changing its focus from being the “every-man’s” financial services firm to servicing only HNW and ultra-HNW clients and moving towards servicing company 401k beyond just sole proprietorships and small business, w/o a goodknight meeting performance metrics is challenging especially if new to the industry, no longer being a profitable branch exempts you from PIPS and risk of termination if not hitting your numbers, contrary to what they tell you at corporate training door-knocking is still being pushed hard by regional and level leaders!

Explore other reviews about Edward Jones

5.0
9 June 2026
Recommend
CEO approval
Business outlook

Pros

Great starting pay, good training

Cons

I did not find any cons

2.0
24 June 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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