Financial Advisor

3 weeks ago

Saint Louis MO, Saint Louis County, MO, United States Edward Jones Full time
Your 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 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

    3 weeks ago

    Saint Louis, MO, 63190, Saint Louis County, MO, 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 is...

  • Financial Advisor

    1 week ago

    St Louis, Missouri, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Simmons Bank in St. Louis, MO would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...

  • Senior Financial Advisor

    4 days ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionAre you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or...

  • Certified Financial Planner

    5 days ago

    Saint Louis, United States Saxony Securities, Inc Full time

    Job DescriptionJob DescriptionWe are in search of a dedicated Certified Financial Planner (CFP) eager to take charge of their career path. As a Financial Advisor with Saxony, you will collaborate with our home office and fellow advisors to provide comprehensive financial guidance, encompassing investment strategies, retirement planning, education savings,...

  • Financial Advisor

    3 days ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMONETA is the world’s largest independent Registered Investment Advisor (RIA), focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional...

  • Financial Advisor Trainee

    3 weeks ago

    St Louis, United States Raymond James Financial Services Full time

    Through distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holis Financial Advisor, Advisor, Trainee, Financial Planning, Financial, Relationship Manager, Banking

  • Financial Planning Associate

    3 days ago

    St Louis, Missouri, United States Stifel Financial Full time

    SummaryThe Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel's online Financial Planning platform).Essential Duties & Responsibilities: Communicates with...

  • Financial Planning Associate

    4 days ago

    St. Louis, United States Stifel Financial Full time

    Description Summary The Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel's online Financial Planning platform). Essential Duties & Responsibilities:...

  • Senior Financial Advisor

    4 days ago

    St Louis, United States Moneta Corporation Full time

    Job Description Job Description Company Description Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta , one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or...

  • Advisor, CFP

    3 days ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMoneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business...

  • Advisor, CFP

    3 days ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMoneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with ambitious financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your...

  • Financial Advisor

    5 days ago

    St Louis, United States Moneta Corporation Full time

    Company DescriptionMONETA is the world's largest independent Registered Investment Advisor (RIA), focused on going further for our clients. We are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the...

  • Wealth Advisor

    2 months ago

    Saint Louis, United States Kerber, Eck & Braeckel LLP Full time

    Job 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 month ago

    Saint Louis, United States Edward Jones Full time

    Your 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 month ago

    Saint Louis, United States Edward Jones Full time

    Your 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

    4 weeks ago

    Saint Louis, United States Edward Jones Careers Full time

    Your 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 month ago

    Saint Louis, United States Edward Jones Full time

    Your 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 month ago

    Saint Louis, MO, United States Edward Jones Full time

    Your 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 month ago

    Saint Louis, MO, United States Edward Jones Full time

    Your 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...

  • Fitness Advisor

    2 weeks ago

    Saint Louis, United States Genesis Health Clubs Full time

    Job 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,...

  • Family Office Advisor

    4 days ago

    Saint Louis, United States Moneta Full time

    Job DescriptionJob DescriptionCompany DescriptionMoneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business...