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

California, San Francisco, Missouri, St. Louis, New York, New York

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.

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

Investment Products and Strategy

Position Requirements

What You'll Need...

• Bachelor's degree is required with an emphasis in Accounting, Finance, or Economics. Advanced Degree(s) or Certification(s) in Business, Accounting, Finance, Economics, or Analytics are preferred
• 7-10 years of relevant work experience, with a preference for core strategy and/or analytical work at leading Strategy Consulting Firms or Financial Services Organizations.
• The role requires deep expertise in Wealth Management with prior experience in HNW, digital wealth management and/or practice management. Additional exposure to the financial services ecosystem is highly beneficial (e.g., experience in Asset Management)
• Capability to deliver ambiguous strategic projects end-to-end while contributing to the work of multiple other projects (including. coaching of junior colleagues)
• Ability to break down and solve problems through quantitative thinking and analysis
• Experience contributing to high-impact strategy assignments and comfort with ambiguous, ever-changing situations
• Ability to communicate effectively, both verbally and in writing, as the position will be responsible for significant thought leadership

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.

Talent Capability and Generations Hub Locations: Colleagues assigned to work within a Talent Capability or Generations Hub are expected to work a minimum of four in-office days per week, unless engaged in business offsite. Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

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.

Salary range for candidates located in St. Louis, MO

Hiring Minimum: $144,000.00

Hiring Maximum: $245,100.00

Salary range for candidates located in New York, New York

Hiring Minimum: $182,160.00

Hiring Maximum: $310,052.00

Salary range for candidates located in San Francisco, California

Hiring Minimum: $182,880.00

Hiring Maximum: $311,277