The Financial Services Industry

What is the Financial Services Industry?Serves individual, business and institutional clients to address present and future financial needs.

Most important function is to provide clients with a means of saving for the future; facilitates investment and saving process throughout the US economy.

Financial Services institutions include: banks, brokerage houses, trust companies, and insurance companies.

Most common investment types include: stocks, bonds, mutual funds, unit trusts and insurance.

Focus: Serving The Individual Investor Personal service -

face-to-face Local, convenient,

one IR offices Treating the

customer the way you want to be treated

Investments and services designed for long-term investors

Why are Financial Services important?Largest population segment of this country, “Baby Boomers”, are nearing retirement. Their retirement assets are approx. $4 Trillion.

We’re on the verge of seeing the largest transfer of wealth in our history about $7 Trillion.

Concerns regarding solvency of Government programs continually reaffirms importance of financial planning/self sufficiency.

Significant need to help individuals with their financial planning.

What are the opportunities?For those interested in working with individuals, retail investment firms offer a venue to work one-on-one with clients to serve their financial needs. Helping clients focus on wealth accumulation, preservation, and transfer strategies are an important consideration for a large portion of the US population.

Industry, as a whole, continues to integrate more services in order to offer clients “one-stop” shopping. This integration of financial services fuels the need to continuously grow or be acquired by competitors.

Industry is expected to grow by 35% through 2012.

What positions are available?We’re mostly looking to fill the Investment Representative (IR) position, sometimes referred to as a “broker”.

– Interested in type of person, rather than a specific major.

– Locations available throughout the United States

What kind of person typically applies?Interested in financial markets.Enjoy working with individual clients to create and implement strategies to achieve their financial goals.

Self-starters looking for correlation between work effort and compensation.

People looking for ability to manage the balance between work and life.

Someone who enjoys a dynamic environment that allows for flexibility in portfolio management styles.

Individuals that have done well with time management.

SummaryCareer Tracks

– Retail Brokerages: Edward Jones, Merrill Lynch, etc– Institutional: Lehman Brothers, Goldman Sachs, etc

Industry Trends– Entering transitional phase for largest population segment

of US– Convergence of services requires continued growth– 35% Growth in industry through 2012

Job Functions– Work with individual clients to create and implement

investment strategies– Build and manage portfolios for client base

Financial Services represents a Great Opportunity

Please contact your local IR to complete your application today.Visit us online to complete your application. www.edwardjonesopportunity.com

Call our IR Recruiting Department at 1-800-999-5650 if you need assistance completing your application.

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