Open Menu JOIN US OUR EDWARDS OUR VALUES BENJAMIN F. EDWARDS OUR RIA: EDWARDS WEALTH MANAGEMENT CAREERS BENJAMIN F. EDWARDS & CO. 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 & Co. RECOGNITION AND FUN HEAR FROM OUR ADVISORS "TOP PRIORITY: ADVISOR/CLIENT CENTRIC" “FREEDOM TO DO WHAT I THINK IS BEST FOR MY CLIENTS.” “MEET CLIENTS WHEN AND WHEREVER THROUGH OUR STATE-OF-THE-ART TECHNOLOGY.” “MANAGEMENT’S RELENTLESS PURSUIT OF SOLUTIONS TO MEET OUR CLIENTS’ NEEDS.” “PUTTING CLIENTS FIRST…IT’S WHAT WE DO.” “HAVING WHAT YOU NEED TO PROVIDE CLIENTS THE SERVICE THEY DESERVE.” CONTACT US 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. 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. INVESTMENTS FOR GENERATIONS. INVESTING IN THE NEXT GENERATION. 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. 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. 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. 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. 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. 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. 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. --:-- --:-- 2019, LAGUNA BEACH, CALIFORNIA 2018 – VAIL, COLORADO 2017 – MAUI, HAWAII 2016 – PARK CITY, UTAH 2015 – AMELIA ISLAND, FLORIDA 2014 – LAGUNA, CALIFORNIA 2013 – NAPLES, FLORIDA 2012 – SCOTTSDALE, ARIZONA 2012 – BRANCH MANAGER MEETING – ST. LOUIS, MISSOURI 2011 – LAGUNA, CALIFORNIA Benjamin F. Edwards® 1 N Brentwood Blvd, Ste 850 St. Louis, Missouri 63105 TF (855) 382-1600 BENJAMIN F. EDWARDS CLIENT RELATIONSHIP SUMMARY EDWARDS WEALTH MANAGEMENT CLIENT RELATIONSHIP SUMMARY Check the background of this firm on FINRA's BrokerCheck CLIENT ACCESS Learn more about the information we collect about you when you visit our website or open an account with us. Important Disclosures | Privacy and Security | Order Routing and Execution | Sitemap | Careers © 2021 Benjamin F. Edwards. All rights reserved. Terms of Use. Benjamin F. Edwards® & Co. (“BFE”) is a dually-registered broker-dealer and investment adviser and member of FINRA and SIPC, and its affiliate Benjamin F. Edwards Wealth ManagementSM LLC, d/b/a Edwards Wealth ManagementSM (“EWM”) is an SEC-registered investment adviser. BFE and EWM are affiliates through their common ownership by Benjamin Edwards, Inc. Depending on the context, the names “Benjamin F. Edwards®”, “Benjamin Edwards” or “Edwards” can refer to either EWM, BFE or both.