Analyst – Financial Planning and Financial Wellness Research bei Edward Jones
Edward Jones · Tempe, Vereinigte Staaten Von Amerika · Hybrid
- Junior
- Optionales Büro in Tempe
Opportunity Overview
The Client Needs Research Analyst is responsible for performing fundamental research for the advice and guidance of straightforward topics of financial planning and financial wellness. They may serve as a subject matter expert for the advice and guidance produced within their area of expertise, with moderate oversight from a Senior Strategist, Strategist, or Sr. Analyst. Activities include conducting research, recommending financial planning strategies, and writing strategy reports and other published articles. At times, they may also be asked tVo present on webinars and videos.
Key Responsibilities
Key Responsibilities
- Subject matter expertise & decision-making: Responsible for developing subject matter expertise within a specialized area of financial planning (e.g., basic retirement savings strategies) and developing and maintaining the firm's advice and guidance for their area.
- Analysis: Responsible for conducting research on well-scoped projects for straightforward topics, which may include qualitative and quantitative research and analysis; recommending decision-making frameworks; and drafting reports and other resources communicating the firm's advice and guidance.
- Communications: Responsible for communicating their team's advice and guidance accurately, primarily through written channels such as strategy reports and articles. May also present verbally to branch audiences.
- Works in partnership: Responsible for effectively collaborating with other analysts/strategists to support team and department objectives.
- This is not a client-facing position, and it is not expected to consult on client-specific situations.
Position Type
Home Office
Position Schedule
Full-Time
EEO Statement
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.
Posting Location
Arizona, Tempe, Missouri, St. Louis
Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
External Flexible Work Option(s)
Hybrid, Onsite
Awards and 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
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
Country
United States
Search Headquarters Positions by Area of Interest
Investment Products and Strategy
Position Requirements
Knowledge Requirements
Licenses/Certifications
INTERNAL APPLICANTS ONLY: Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
- Solid foundational knowledge of financial planning concepts and strategies.
- May have more detailed knowledge of a specific area of financial planning, such as retirement, tax, estate, protection, etc., but not required.
- Knowledge of our firm's investment philosophy.
- Financial planning
- Financial research
- Decision support
- Content creation
- Technical writing
- Relationship building
- Adaptability, resilience, and resourcefulness
- Attention to detail
- Intellectual curiosity
- Ability to communicate straightforward topics clearly
- Ability to work with individuals with different backgrounds
- Emerging ability to balance multiple projects/priorities
- Emerging ability to use sound judgment in making decisions
Licenses/Certifications
- CFP within 18 months of hire
- Series 7 and 66
INTERNAL APPLICANTS ONLY: Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Salary Information
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
