Job Description

Position Requirements

What you'll need:

• Bachelor’s degree in accounting, finance, economics, business, data science, analytics, or a related discipline, or relevant work experience.
• Progressive experience in financial analysis, forecasting, financial modeling, strategy, compensation, or a related field, including demonstrated experience leading people or complex work through others.
• Advanced financial analysis and modeling skills, with the judgment to challenge assumptions, interpret results, and connect analysis to business decisions.
• Ability to lead, coach, and develop experienced professionals while establishing accountability for quality, collaboration, and outcomes.
• Ability to prioritize a portfolio of concurrent work, make trade-offs, and adjust quickly as business needs change.
• Ability to translate business strategy into clear requirements, analytical approaches, team priorities, and implementation plans.
• Advanced proficiency in Microsoft Excel, Word, and PowerPoint, including pivot tables and advanced formulas.
• Working knowledge of accounting processes, key tax principles, and financial statements.
• Ability to communicate complex financial information and strategic concepts clearly to financial advisors and senior and executive leaders.
• Demonstrated ability to influence across organizational boundaries, navigate differing perspectives, and drive decisions without relying solely on formal authority.
• Strong written, verbal, presentation, facilitation, and stakeholder-management skills.
• Ability to work effectively in a highly collaborative environment while exercising independent judgment.

What could set you apart:

• Experience leading teams responsible for compensation, partnership economics, affiliation models, practice valuation, or advisor-facing financial consulting.
• A CPA license, advanced degree, or other relevant professional credential.
• Working knowledge of agile product management and experience partnering with digital product teams.
• Proficiency with business intelligence and data-transformation tools such as Power BI and Power Query.
• Experience implementing governance, controls, and quality-review practices for sophisticated financial models and decision-support tools.
• A track record of turning ambiguous strategic questions into scalable tools, recommendations, and business outcomes.

​​​​​​​Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

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.

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

Position Schedule

Full-Time

Posting Location

Arizona, Tempe, Missouri, St. Louis

External Work Arrangements

Campus-Based, Onsite

Position Type

Home Office

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.

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.

Country

United States

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