Financial Advisor
2 weeks ago
Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
The Client Needs Research Team within Advice & Guidance (A&G) is seeking a talented and experienced Senior Analyst, Retirement to conduct rigorous and thorough quantitative and qualitative analysis focused on retirement savings and income strategies. The role will include creating and representing the firm's advice & guidance to a variety of stakeholders within the firm and externally to help our clients reach their financial goals.
The Client Needs Research team is responsible for developing and communicating the firm's advice and guidance regarding financial planning strategies as part of the firm's Wealth Management Advice and Solutions (WMAS). The WMAS division drives innovation to ensure our branch teams and clients have access to high-quality products, services, and experiences that meet our current and future client needs. Both the Client Needs Research team and larger WMAS division play a pivotal role in supporting the firm's goals of deeply serving clients, and associates serve as the firm's subject matter experts for their respective areas.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Hiring Minimum: $136571
Hiring Maximum: $232541
Skills/Requirements
- Finance, Accounting, or Economics Bachelor's degree and/or MBA preferred
- CFP designation or actively pursuing consistent with department policy
- Series 7/66 within six months of hire, consistent with department policy
- 7+ years' experience as an analyst making recommendations in a related field or extensive industry experience.
- Expert knowledge of retirement regulations and rules.
- Proficient knowledge of financial planning concepts and strategies. Knowledge of economic, statistical and investment concepts preferred.
- Demonstrated success as an analyst in areas of high complexity.
- Capable of determining the appropriateness of strategies by making use of sources such as government reports, trade journals, technical periodicals, and firm data.
- Experience preparing research reports for financial planning or investment topics.
- Experience developing and communicating decision-making frameworks.
- Strong understanding (or expectation of developing a strong understanding) of the Edward Jones investment philosophy and business model.
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
-
Financial Advisor
1 week ago
Saint Paul, United States Wings Financial Credit Union Full timeJob DescriptionJob DescriptionPrimary Purpose: This position’s primary responsibility will be to work within a Senior Advisor team to service a growing book of business. In addition to servicing the demands of existing clients the position will also actively solicit new business where applicable. Essential Functions:Serve Member/ClientsServe the financial...
-
Wealth Advisor
3 weeks ago
Saint Louis, United States Kerber, Eck & Braeckel LLP Full timeJob DescriptionJob DescriptionThe Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client’s definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisor’s role is to be able to listen...
-
Financial Advisor
1 day ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Financial Advisor
1 day ago
Saint Louis, United States Edward Jones Careers Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Financial Advisor
2 weeks ago
Saint Louis, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Retirement Services Platform Specialist
17 hours ago
Saint Louis, United States Stifel Financial Corporation Full timeThe Retirement Services Platform Specialist assists with the day-to-day support and ongoing development of Retirement Services platforms. The Specialist will perform daily tasks related to maintaining the systems while providing frontline support and Retirement, Platform, Specialist, Financial Advisor, Marketing Specialist, Service
-
Financial Advisor
1 day ago
Saint Louis, United States Edward Jones Full timeJob DescriptionWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client....
-
Financial Advisor
2 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
-
Financial Advisor
1 day ago
Saint Louis, United States Edward Jones Careers Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
-
Financial Advisor
2 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
-
Financial Advisor
2 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
-
Wealth Advisor
1 week ago
St Louis, United States CareerBuilder Full timeJob Description Job Description The Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each clients definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisors role is to be able to listen...
-
Wealth Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
St Louis, United States KEB Wealth Advisors Full timeThe Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client’s definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisor’s role is to be able to listen empathetically, obtain the...
-
Wealth Advisor
2 weeks ago
St. Louis, United States KEB Wealth Advisors Full timeThe Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client’s definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisor’s role is to be able to listen empathetically, obtain the...
-
Financial Advisor
2 weeks ago
Saint Louis, MO, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Financial Advisor
2 weeks ago
Saint Louis, MO, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
-
Expert Financial Analyst #1994 with Security Clearance
Found in: Dice One Red US C2 - 1 week ago
Saint Louis, United States Compass Inc Full timeDescription Position Title: Expert Financial Analyst #1994 Required Clearance: TS/SCI Geographic Location: St. Louis, MO Financial Analyst (EXPERT) expertise and experience in the execution of all types of funding. Knowledge of Financial Management Regulations, the FAR, DFARS and internal NGA policies and procedures for the execution of RDT&E, O&M, and PDW...
-
Registered Client Associate
13 hours ago
SAINT LOUIS, United States Wells Fargo & Company Full timeAssist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rel Client Associate, Financial Advisor, Registered, Client Support, Associate, Client Service, Banking
-
Fitness Advisor
3 weeks ago
Saint Joseph, United States Genesis Health Clubs Full timeJob DescriptionJob DescriptionWe are currently seeking FITNESS ADVISORS to assist in the financial growth and success of Genesis Health Clubs.Mainly responsible for leading and participating in all sales related areas including prospecting, new member sales and member retention. Qualified applicants will be self-motivated, have a strong sales background,...
-
Experience Advisor Onboarding Specialist
10 hours ago
St Louis, United States Edward Jones Full time**Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.** Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone...
