Analyst - Financial Planning
Company: EDWARD JONES
Posted on: November 23, 2022
At Edward Jones, we help clients achieve their serious,
long-term financial goals by understanding their needs and
implementing tailored solutions. To ensure a personal client
experience, we have located our 15,000+ branch offices where our
more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients
and receives branch office support, so they can focus on building
deep relationships with clients. Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help
U.S. and Canada branch teams deliver an ideal client experience. We
continue to grow to meet the needs of long-term individual
investors.The Client Needs Research Team is seeking a talented and
experienced Analyst, Financial Planning to conduct rigorous and
thorough quantitative and qualitative analysis focused in the area
of financial planning strategies. The role will include creating
and representing the firm's advice & guidance to a variety of
stakeholders within the firm and externally to help our clients
reach their financial goals. The team's responsibilities include:
developing strategies and considerations for financial
planning-related decisions; authoring strategy reports and
articles; presenting in front of branches, clients, and the
investing public; and serving as a subject matter expert for
financial planning topics.
Client Needs Research is a team within the Advice & Guidance
department, which is part of the firm's Wealth Management and
Solutions (WMAS) Division. The WMAS division drives innovation to
ensure our branch teams and clients have access to high-quality
products, services, and experiences that meet our current and
future client needs. Both the Client Needs Research team and larger
WMAS division 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.
- Conduct fundamental research and analysis to help develop
advice and guidance on financial planning strategies in areas such
as healthcare, long-term care, emergency savings, education
savings, debt reduction, etc.
- Develop subject matter expertise, and support strategists, to
create and communicate advice and guidance in multiple areas of
financial planning, as well as identify risks and opportunities
related to those strategies based on items such as changes in
client demographics, legislation, economic environment, etc. In
addition, should be able to provide insight on overarching
financial planning concepts.
- Communicate on financial planning strategies in written
materials and verbally in support of Strategists. This could
include FAs, clients, and the investing public.
- Provide service to branches by responding to service requests,
phone calls, and other inquiries.
- This position creates guidance on financial planning strategies
to be used by financial advisors in working with clients. It is not
a client-facing position, and is not expected to consult on
- Finance, Accounting, or Economics Bachelor's degree and/or MBA
- CFP designation or willing to actively pursue it consistent
with department policy. Additional designations related to area of
expertise are helpful (JD, CPA, CLU, CFA, etc.)
- Series 7/66 within six months of hire, consistent with
- 5+ years' experience as an analyst making recommendations in a
related field or extensive industry experience. Functional
- Demonstrated success as an analyst in areas of high
- Solid knowledge of financial planning concepts and strategies.
Knowledge of statistical, economic, and investment concepts
- Capable of determining the appropriateness of strategies by
making use of sources such as government reports, trade journals,
technical periodicals, and firm data.
- Experience preparing reports or articles for financial planning
or investment topics, or directly communicating to clients on those
- Ability to build financial models that examine scenarios and
- Strong understanding (or expectation of developing a strong
understanding) of the Edward Jones investment philosophy and
- 100 Best Workplaces for Millennials in 2022, published Fortune
July 2022, Great Places to Work - data as of March 2022.
Compensation provided for using, not obtaining, the rating.
- Edward Jones was recognized as one of the Best Workplaces for
Millennials by Great Places to Work - and Fortune - magazine. The
privately held firm ranked No. 2 overall, in its fourth appearance
on the list.2022 Fortune Best Workplaces for Women, published
September 2022, research by Great Places to Work -, data as of
August 2021. Compensation provided for using, not obtaining, the
Edward Jones has been named to the
2022 Best Workplaces for Women list by Great Places to Work - and
Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best
Companies to Work For, published April 2022, research by Great
Place to Work -, data as of August 2021. Compensation provided for
using, not obtaining, the rating.
For the 23rd time, Edward Jones has
earned a spot on the Fortune 100 Best Companies to Work For -
ranking by Great Places to Work - and Fortune - magazine. Edward
Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places
to Work For LGBTQ+ Equality, Great Place to Work - in partnership
with Human Rights Campaign Foundation, published Equity Magazine
January 2022, data as of July 2021. Compensation provided for
using, not obtaining, the rating.
Edward Jones scored 100 percent on
the Human Rights Campaign Foundation's 2022 Corporate Equality
Index (CEI) the nation's foremost benchmarking survey and report
measuring corporate policies and practices related to LGBTQ+
workplace equality. The ranking designated Jones as one of the best
places to work for LGBTQ+Equality.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.At Edward Jones, we value and respect our
associates and their contributions, and we recognize individual
efforts through a rewards program that promotes a long-term career,
financial security and well-being. to learn more about our total
compensation approach, which in addition to base salary, typically
includes benefits, bonuses and profit sharing. The salary range for
this role is based on national data and actual pay is based on
skills, experience, education, and other relevant factors for a
potential new associate:
Salary: $106916 - $182047
Keywords: EDWARD JONES, Independence , Analyst - Financial Planning, Professions , Leeton, Missouri
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