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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

liz mcclelland

larry richardson

peter tampellini

janet bone

brian wiklund

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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

NETX360

Anchoring our technology platform for critical capabilities such as trading and research is Pershing’s highly-regarded NetX360 multi-purpose platform.

ALBRIDGE

This powerful performance reporting solution is fully integrated with your desktop and has been recognized as a leading tool in recent technology surveys conducted by Investment News and Financial Planning.

Money Guide Pro

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.

SalesForce

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

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

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

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

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

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

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.

2018 – Vail, Colorado

Vail, CO

Vail, CO

Vail, CO

Vail, CO

Vail, CO

Vail, CO

Vail, CO

Vail, CO

Vail, CO

2017 – Maui, Hawaii

Maui, Hawaii

Maui, Hawaii

Maui, Hawaii

Maui, Hawaii

Maui, Hawaii

Maui, Hawaii

Maui, Hawaii

Maui, Hawaii

Maui, Hawaii

2016 – Park City, Utah

Park City, Utah

Park City, Utah

Park City, Utah

Park City, Utah

Park City, Utah

Park City, Utah

Park City, Utah

Park City, Utah

Park City, Utah

2015 – Amelia Island, Florida

Amelia Island, Florida

Amelia Island, Florida

Amelia Island, Florida

Amelia Island, Florida

Amelia Island, Florida

Amelia Island, Florida

Amelia Island, Florida

Amelia Island, Florida

Amelia Island, Florida

2014 – Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California

2013 – Naples, Florida

Naples, Florida

Naples, Florida

Naples, Florida

Naples, Florida

Naples, Florida

Naples, Florida

Naples, Florida

Naples, Florida

Naples, Florida

2012 – Scottsdale, Arizona

Scottsdale, Arizona

Scottsdale, Arizona

Scottsdale, Arizona

Scottsdale, Arizona

Scottsdale, Arizona

Scottsdale, Arizona

2012 – Branch Manager Meeting – St. Louis, Missouri

St. Louis, Missouri

St. Louis, Missouri

St. Louis, Missouri

St. Louis, Missouri

St. Louis, Missouri

St. Louis, Missouri

2011 – Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California

Laguna, California