Advising Specialist I- Financial Planning Capabilities

Opportunity Overview

Team Overview:
Do you have strong technical aptitude with a desire to be part of financial planning? If so, this could be the right opportunity for you! Financial Planning Tools & Capabilities lead the development of financial advice and planning capabilities integrated with the firm's Advice & Guidance. The team partners with stakeholders to align and execute these strategies and capabilities to empower branch teams to confidently deliver premium client experiences. In addition, the group drives innovations that will enhance products, services, processes, and systems to meet our current and future client needs. These areas 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.

What You Will Do:

• The Advising Specialist serves as a technical and practical subject matter expert for the Financial Planning and Advice area. Much of this work requires a broad and deep understanding of the firm's Advice & Guidance while bringing it to life in branch desktop tools and capabilities.
• Apply firm's A&G across all of Edward Jones systems and tools by updating and applying our A&G (e.g. CMAs, white papers, strategy reports, diagnostics, portfolio construction, etc.) through all firm delivery channels for intermediate level projects.
• Evaluate the firm's A&G content to ensure consistency and alignment with oversight.
• Ensure that development work maximizes value and is aligned with overall firm strategy and A&G.
• Work with agile and non-agile development, design, data, business stakeholders, and vendors to create and deliver products to end users.
• Apply agile methods and processes to promote frequent inspection and adaptation of work priorities.
• Partner with vendors and digital teams to define product needs and set priorities.
• Collaborate with key stakeholders as the A&G representative throughout the life cycle of projects, including planning, design and implementation for intermediate level projects.
• Serve as a representative for key stakeholders (Training, Service, CSG) and branch teams to ensure the integrity of the A&G is upheld through application and messaging.
• Work in partnership with other firm areas (Service, Field Supervision, Compliance, Legal, Operations) to solve issues that arise regarding application of firm A&G that are less complex.
• For less complex A&G topics, production issues and/or branch team escalations, coordinate needed expertise from other A&G units.

Position Requirements

What Experience you Need:

• Bachelor's degree; 1-2 years of relevant financial services experience
• Series 7/66 required within 6 months of hire, consistent with department policy
• Begin pursuing CFA or CFP within six months.
• Technical aptitude –knowledge of the following: firm's A&G, investment products, portfolio construction, or one of the financial planning concepts.

What Could Set You Apart:

• Exposure to at least one of the following – foundational knowledge of investments, financial planning, financial planning topical area, financial planning tool(s)
• Knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other related tools
• Basic skills in some of the following areas:
  • Systems Thinking
  • Planning and Organizing
  • Project management
  • Verbal and written communication

Current home-based associates please note: Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence.

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

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.