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.
See what our Advisors Say
“Meet clients when and wherever through our state-of-the-art technology.”
In addition to the knowledge and industry tenure of our team of Home Office professionals, the state-of-the-art mobile technology we have available gives us the ability to meet our clients when and wherever it is convenient for them.
The vast array of products and services are outstanding, and I have found our Home Office team’s commitment and ability to help solve unique and sophisticated client issues to be exceptional.
Vice President – Investments
“Management’s relentless pursuit of solutions to meet our clients’ needs.”
When we opened, our branch successfully moved approximately 80 percent of our client assets within eight weeks. In fact, some of our clients added to their holdings during the process. Our success was largely based on an enormous amount of support from the transition team in the branch and our Home Office in St. Louis.
We had then and continue to have now access to management. This access would be meaningless if they didn’t share our concern for clients. That is what makes this firm second-to-none. They relentlessly pursue solutions with our clients in mind and work hard to improve each client’s experience.
Peter Tampellini, CFP®
Senior Vice President – Investments
“Putting clients first…it’s what we do.”
What a wonderful phone call it was to make to clients and let them know we joined Benjamin F. Edwards & Co. This was a positive change – certainly for us, and most especially for our clients.
Since arriving, it is quite clear that clients matter to Benjamin F. Edwards, and we – as advisors – matter to management. Where else can you pick up the phone and direct dial a senior executive, and they answer? Putting clients first – at this firm it’s not something we preach, it’s what we do.
Janet Bone, CFP®
Senior Vice President – Investments
“Having what you need to provide clients the service they deserve.”
Not only are the Home Office employees highly qualified, they are nice people. I have a contact in each Home Office department. That’s huge. They know you, and you know them. Things get done. They make sure of it. They genuinely care and follow up with you to make sure your needs are fully met.
The technology platform, tools, and service we have are outstanding. Our workstation is excellent and working remotely has never been easier. That’s important. Mobile technology allows me to provide exceptional service to my clients no matter where we are located. Whether I am using our contact management system, portfolio review software, or constructing financial illustrations, I have what I need to provide my clients the service they deserve.
Brian Wiklund, CFP®
Senior Vice President – Investments
Depth of knowledge
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.
- 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.
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.
Million Dollar Forum
This two-day program is intentionally developed with input from qualifiers to the Forum. Advisors participate in open dialogue during roundtable discussions, hear from home office and guest speakers on topics such as practical application of technology, business structure, and how to continue to distinguish themselves from the competition.
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.
Regional Idea Exchange and Sales Conference
BFE advisors from nearby geographical areas of the country gather for two half-day sessions to participate in discussions with Sales & Marketing professionals, idea sharing, and question and answer sessions. Participants learn from other advisors what’s working and share their own tips for success.
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.
Working as a Team—and Enjoying Life as a Team.
At Benjamin F. Edwards, we recognize and appreciate the value of hard work and the satisfaction that comes from a day spent supporting clients (investors, or in our case, our advisor clients). We also think it’s important to meet annually to celebrate the team we’ve built and recognize the contributions of the key players. Our Leadership Forum celebrations foster lifelong relationships that are special, rewarding and priceless.