Life as an Advisor
Imagine working for a firm that is as committed to your clients as you are; a company where you are free to handle your clients’ accounts as you see fit, while backed by knowledgeable and experienced Home Office personnel whom you can reach directly by phone. Consider the possibilities offered by an enterprise that relies on an innovative business model to deliver deep product and service solutions to your desktop and your mobile devices. Think of the boundless opportunities afforded by a firm that is free of debt and cherishes its independence. Envision a firm that empowers you to define your professional destiny on your terms and deliver the investment advice your clients expect – and deserve.
If you have experience in the wealth management industry, share a passion for client service and want to work in a culture based on trust, integrity, mutual respect and fun – we want to talk with you about opportunities with Benjamin F. Edwards.
Decades of Know-How
Edwards is fortunate to have a cadre of experienced advisors who have weathered up and down markets, interest rate changes and other difficult situations over decades all the while maintaining a steady focus and genuine concern for their treasured clients.
Working as a Team—and Enjoying Life as a Team.
At Benjamin F. Edwards, we’ve empowered a team of remarkable individuals with an unwavering drive to produce exceptional results for our advisors and their clients. Our team is not only well-qualified and tenured, but they understand the importance of strong interpersonal connections – “being real” without egos — as the foundation that supports the success of our national network of advisors.
See what our Advisors Say
Our Technology Solutions
We leverage strategic partnerships with blue chip, third-party solution providers to deliver outstanding technology as well as compliance and operations support, without the burden of costly and inflexible legacy systems. This unique business model helps us continuously enhance our financial advisors’ capabilities to make smart investment decisions and act on them in a timely and efficient manner.
Benefits
- Scalability
- Speed to market
- Variable cost structure
- Best-in-class features
- Full mobility
Anchoring our technology platform for critical capabilities such as trading and research is Pershing’s highly-regarded NetX360 multi-purpose platform.
This innovative portfolio and performance reporting solution is fully integrated with Salesforce CRM and the MoneyGuidePro Financial Planning application, offering a one-stop shop with convenient and versatile functionality. Creating a unique and collaborative client experience is simple with ORION.
MoneyGuidePro, regularly recognized as the most actively used third party solution by advisors, is provided to all of our financial advisors as the standard solution for financial planning.
This highly customized CRM solution, designed specifically for financial advisors, serves as a centralized repository for managing client relationships and executing new client campaigns and is fully integrated into our progressive technology platform with a seamless data sync of client accounts and Outlook.
Educational Resources
Our continued focus is on improvement—improving our service model, our approach, our overall outlook—to ensure that we are always at the top of our game. To help our advisors continue to learn and grow, we’ve established a series of educational resources.
Wealth and Investment Symposium
During this annual symposium BFE subject matter experts and industry leaders will address key strategies, trends and techniques facing the industry today. Attendees will have the opportunity to select from elective breakout sessions as well as share day-to-day, real-life experiences from servicing clients in an ever-changing economy.
Edwards University
Edwards University is designed for young adult children of our advisors who are interested in a career in the wealth management industry. During the two-day program, participants will learn not only about the industry but also how Benjamin F. Edwards is different from other firms in the industry, what it’s like to be an advisor and the multitude of ways they help clients achieve their financial goals.
Rising Stars
This year-long program is designed for advisors who have achieved success and strive to reach new heights. Advisors will participate in an analysis of their book to identify where capacity may be created in their business. Determining the most effective activities, and by whom, along with defining or refining their service model will be cornerstones in the process.
Leadership Forum
Elite advisors come together to celebrate successes, share their best practices, hear from industry leaders regarding trends in the industry, and participate in discussions about the strategic direction of the firm. Click here to see some of our Event Photos.