Job Description

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

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.

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

Country

United States

Search Headquarters Positions by Area of Interest

Finance

Position Requirements

What you'll need:

• A Bachelor's Degree is required with an emphasis in Accounting or Finance strongly preferred. A Business degree is acceptable. CPA or international country equivalent (CA, CGA, or CMA) or working towards designation is a plus.
• 2-6 years of relevant work experience is required (Customer service, accounting, financial services industry, or Edward Jones experience).
• Strong understanding of the financial services industry, including business models and compensation structures.
• Strong communication and presentation skills, with the ability to simplify complexity and deliver clear, impactful messages
  • High level of discretion, judgement and professionalism.
• Excellent analytical, problem solving and critical thinking skills
• Capable of assisting the leader in managing workflow and can act in a leadership capacity in the absence of a leader
• Experience balancing multiple priorities in a fast paced, consultative environment.
• Strong organizational and time management skills are required.
• Confidentiality: Ability to keep personal information (compensation, benefits, personal considerations, etc.) confidential.

What could set you apart:

• Strong facilitation and consulting skills
• Prior experience working in or consulting for wealth management practice

Please note: Associate's working hours should align to 8 am to 5 pm central time.

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.

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