Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.
Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it’s like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together – as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Flexible Work Options: Remote
The Workplace Retirement Plan Consultant role will assist Financial Advisors with prospecting, selling, and retaining Workplace Retirement Plans, in support of Edward Jones 2030 firm ambition to grow households, assets under care, and financial wellness learners. The Senior role will focus on the largest and most complex plan opportunities, and over time, is expected to lead a team of Workplace Consultants (WRPCs). This role will have daily contact with Financial Advisors with a primary goal of closing retirement plans business, and secondary goals of driving retirement plan adoption by FAs, and prospecting / sourcing business owners in conjunction with financial advisors. WRPCs will be the primary home office support for Financial Advisors who are focused on plan business, including Market Retirement Plan Consultants (MRPCs). The WRPC will take inbound calls from FAs, make outbound calls, visit FAs in person, support Regional and Market meetings, and may, at times, meet with Edward Jones Retirement Plan clients. The WRPCs will also interact with Product Partner wholesalers, Third Party Administrators (TPAs), and Investment Fiduciaries, and will also work with EJ internal wholesalers for other lines of business. This is a home-based role, with expected travel of 25%-75%, based on demand.
- Depending on experience/qualifications, this role may be filled as a Workplace Consultant or Senior Workplace Consultant.
- Role is eligible for additional incentives above and beyond base salary and home office bonus. Additional incentives are commensurate with industry standard and additional details will be provided at time of offer.
What you will do:
- Create, develop, and implement business development sales and training programs that drive retirement opportunities in assigned markets and regions.
- Assist advisors in developing their value proposition, understanding the roles and responsibilities of key stake holders including, the Recordkeeper, TPA, Investment Managers, Plan Administrator, 3(16) and Co-Fiduciary, both 3(21) and 3(38)
- Focus on larger and more complex plan opportunities, with a goal of driving Assets Under Care targets (for Senior Workplace Consultant)
- For large plan opportunities, support financial advisors with Requests for Proposals, and develop sales strategies that highlight the Edward Jones competitive advantage and value proposition. On occasion assist Financial Advisors with client meetings, plan annual reviews, and sales meetings.
- Act as the home office contact for Market Retirement Planning Consultants, ensuring the field and home office are acting in concert, and provide additional support when needed.
- Collaborate closely with Edward Jones internal wholesaling teams that support business owners, High Net worth, and Financial Planning clients, as well as the Edward Jones service and operational teams.
- Support firm goals by proactively identifying plan opportunities, analyzing needs (pricing, service issues, features) and proactively contacting FAs in order to win or retain plans.
- Support the development and delivery of Retirement Plan acumen and training at Market and Regional events to educate advisors on the retirement industry. Discuss the differences and advantages of products including 401(k), Profit Sharing, 403(b), 457, SEP, SIMPLE, Cash Balance and DB plans to help determine what solution best suits their client’s needs.
- Effectively communicate complex topics and regulations, including Fiduciary Responsibility, ERISA, Secure Act, State Mandates, and more and provide industry insights, trends and data, to Support the advisor’s retirement plan business growth.
- Contribute to development of business development concepts, marketing materials, and Joneslink material by acting as a Retirement Subject Matter Expert. (for Senior Workplace Consultant)
- Lead projects for department initiatives to fully implement new processes, strategies, and efficiencies. (for Workplace Consultant)
- Over time, lead a team of Retirement Plan Consultants (for Senior Workplace Consultant)
Skills/Requirements
- Bachelor’s degree preferred
- Series 7, 65 required; highly preferred to have upon hire, required to successfully obtain within first 6 months in the role
- CFP, CEPA, AIF industry certifications are preferred
Skills & Experience Needed:
- To be considered for Workplace Consultant, 3-5 years of experience required, 6-10 years preferred
- To be considered for Senior Workplace Consultant, 11-14 years of experience required, 15+ years preferred
- Business development, sales, and pipeline management experience
- Executive management and presentation, oral and written communication, business plan development and execution skills
- Client management skills: active listening; collaboration; relationship building; and management, flexibility and adaptability.
Functional Knowledge Required:
- Industry knowledge – Deep retirement plan and wealth management industry knowledge, and the convergence of the two. Knowledge of industry trends, competitive set, including retirement plan advisors, plan recordkeepers, TPAs, and asset managers. Understanding of tools and technologies that financial advisors use in the retirement plan market
- Understanding of how success in the Retirement Plan Business drives success in the wealth management business.
- Product knowledge – broad Retirement Plan knowledge of ERISA and Non-ERISA Plans including 401(k), Profit Sharing, 403(b), 457, MEPs, PEPs, Cash Balance, and Defined Benefit, as well as SEP, SIMPLE, and Solo(K). Working knowledge of wealth management product and service offerings.
- Organizational Knowledge – Strong knowledge of Edward Jones culture and values, regional and branch structure, and product set with an emphasis on the Vendor-Held Retirement Plan business
Please note:
- Depending on experience/qualifications, this role may be filled as a Workplace Consultant or Senior Workplace Consultant.
- Role is eligible for additional incentives above and beyond base salary and home office bonus. Additional incentives are commensurate with industry standard and additional details will be provided at time of offer.
Awards & Accolades
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
About Us
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Career Progression
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It’s like professional
development in the
world’s largest sandbox.
Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.
Hear from Experienced Advisors who’ve transitioned their practice to Edward Jones.
Where clients come first. And you are part of a branch team making a meaningful difference in people’s lives. Where the culture is surprisingly collaborative. And opportunities to lead push you to grow – as you grow your practice.

Extra compensation
when you need it most –
with no ceiling on how
much you can earn.
And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?
“As hard as I want to work determines how successful my business can be.”
– Mark Audet, CFP Financial Advisor – St. Louis

Come as you are. We will teach you everything you need to know.
Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.
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Bring your skills and
experience here.
We’ll find a place to put
them to work.
HR? Marketing? Operations? You’ve got the skills. We’ve got the team. We are a large firm with many areas of expertise but each division is small enough for you to make an impact. And you can test the waters in other areas. We encourage it. Learning new skills and gaining leadership experience along the way.
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When it comes to your
compensation,
we want to be clear.
#1 Your performance drives your compensation – and we won’t limit it with earning caps. Not now, not ever.
#2 Our compensation is competitive and multi-faceted. Commissions and trimester bonuses – based on individual branch and firm profitability – make up the bulk of your variable income. But your total payout may include travel awards and profit sharing. And the opportunity to be rewarded for transitioning client relationships to financial advisors looking to grow.
#3 Our compensation is simple and transparent. We make it easy to understand how you are rewarded and strive to minimize grid changes. You know exactly what to expect and how to impact your results.
Our partnership structure frees you to focus on your clients.
Being a partnership makes us distinctly different from our competitors. More than a structure, it’s a mindset. And it permeates every aspect of our business. From how we work with each other – think collaboration not competition – to our long-term investment philosophy. It’s most at work in our shared focus on doing what’s right for the client. And it’s easy for us to do. Because we have no competing interests. No shareholders clamoring for short-term profits. We can take the long view, because we only answer to our clients. And to ourselves. Our financial advisors find this single-minded focus freeing. A clear mandate for success. And a clear path to get there.


Transitioning your
practice is a difficult
decision.
We’re here to help.
Moving your practice to another firm may be the most stressful decision of your professional life. We understand. And our transition team is here to help. From early days when you are just beginning to consider the opportunity. To that glorious first day of opening your practice. And our support is not one-size-fits-all. We will tailor your transition to you and your practice – with you leading the way. Ensuring a smooth transition for you and your clients. And a solid path forward for next-level growth.

Investing in You
As a valued branch-team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and promotes the well-being of you and your family.
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How will I be compensated? Will my clients be taken care of? Will Edward Jones’ products meet my clients’ sophisticated needs? You have many questions, and we have the answers. Talk with firm leaders who can share their personal stories and insights. Meet with subject matter experts and learn about our technology, marketing, transition support – and how we can help you grow your practice your way.
No experience in finance? Bring your developed skills, we’ll guide you the rest of the way.
Some of our most successful financial advisors come to us from other fields. Our training and development is designed to help you succeed. From helping you pass your licensing exams and training you to understand the complexities of our industry, to arming you with the knowledge and skills to build your practice, we invest in your training and development. Every. Step. Of. The. Way.
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St. Louis, Tempe or Even Your Home.
Office assortment.
Opportunities are available in our two full-service U.S. headquarters facilities in St. Louis and Tempe, AZ, and some opportunities are available from your own home.

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Occasionally we have recruiting events providing unique opportunities to network with hiring leaders and recruiters. Currently there are no events scheduled – please check back soon.

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Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.

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Register for one of our “Meet the Edward Jones of Now” webinars. These confidential, 30-minute programs provides insight into our compensation structure, our business model, our training and support, and our client-centric solutions. Ask questions and get answers from Edward Jones financial advisors working in the field today.
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Learn more at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.

Webinars
Register for our “Investing In You: The Edward Jones Financial Advisor Opportunity” webinar. This confidential, 30-minute program provides an inside look at what financial advisors do, the ongoing support you’ll be provided, and how your valuable skills can transfer to a career as a financial advisor.
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*In North America, Edward Jones has over: 800 Financial Advisors in Canada and 16,000 Financial Advisors in the United States.