Assoc Analyst II - Client

Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up sts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals.

Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Position

Schedule:

Full-Time

This job posting is anticipated to remain open for 30 days, from 26-Jan-2026. The posting may close early due to the volume of applicants.

The Advice & Planning Research (APR) Associate Analyst II is responsible for supporting other team members in conducting fundamental research for the advice and guidance of financial planning and financial fulfillment topics. They also maintain the integrity of existing advice and guidance by updating reports, and are largely responsible for increasing their expertise in financial planning topics. Activities include gathering and organizing data;

conducting fundamental analysis with significant oversight from a Senior Strategist, Strategist, or Sr. Analyst; and updating strategy reports and other published articles.

• Subject matter expertise & decision-making: Responsible for building a foundational knowledge of financial planning concepts and strategies. Supports the development and maintenance of the firm s financial planning advice and guidance while also building knowledge of it.

• Analysis: Responsible for conducting research (with direction and oversight) on well-scoped projects for straightforward topics, which may include qualitative and quantitative research and analysis; validating and challenging existing advice and guidance; and revising reports and other resources communicating the firm s advice and guidance.

• Communications: Responsible for communicating their team s advice and guidance accurately, primarily through written channels such as strategy reports and articles.

• Works in partnership: Responsible for effectively collaborating with other analysts/strategists to support team and department objectives.

• This is not a client-facing position, and it is not expected to consult on client-specific situations.

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 ().

Hiring Minimum: $86,300

Hiring Maximum: $146,700

• Bachelor s degree

• Foundational knowledge of financial planning concepts and strategies.

• Some familiarity with our firm s investment philosophy.

• Financial planning (emerging)

• Financial research (emerging)

• Decision support

• Technical writing

• Relationship building

• Adaptability, resilience, and resourcefulness

• Attention to detail

• Intellectual curiosity

• Emerging ability to communicate straightforward topics clearly

• Ability to work with individuals with different backgrounds

• Emerging ability to balance multiple projects/priorities

• Emerging ability to use sound judgment in making decisions

• CFP required or attainable within 18 months of hire

• SIE, Series 7 and Series 66 required or attainable within 6 months of hire

INTERNAL APPLICANTS ONLY: Current home-based associates:
While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.

* 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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.

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