Assoc Analyst II - Client

Overview 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.

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re privately owned, placing the focus on our clients rather than shareholder returns. 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. 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.

• 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.

• 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.

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 and Canadian awards and accolades.

Read More About Awards & Accolades

Read More About Skills/Requirements