Advising Specialist - Financial Planning Capabilities

Join to apply for the Advising Specialist I - Financial Planning Capabilities role at Edward Jones
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This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$84,100.00/yr – $/yr

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.

Position

Schedule:

Full-Time.

This job posting is anticipated to remain open for 30 days, from 15-Dec-2025, and may close early due to the volume of applicants.

The Financial Planning Tools & Capabilities team leads 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. The group drives innovations that enhance products, services, processes, and systems to meet current and future client needs, playing a pivotal role in supporting the firm’s goals of deeply serving clients.

• The Advising Specialist serves as a technical and practical subject matter expert for the Financial Planning and Advice area, applying the firm’s Advice & Guidance across all Edward Jones systems and tools.
• Update and apply A&G content (e.g., CMAs, white papers, strategy reports, diagnostics, portfolio construction) 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 project life cycle, 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.
• Collaborate with other firm areas (Service, Field Supervision, Compliance, Legal, Operations) to solve issues regarding the application of firm A&G that are less complex.
• For less complex A&G topics, production issues, or branch team escalations, coordinate needed expertise from other A&G units.

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 are provided at no cost to associates. Edward Jones offers a 401(k) retirement plan, tax‑advantaged accounts (HSA, FSA), ten paid holidays, 15 days of vacation for new associates beginning on January 1 each year, 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 Employee Assistance Program.

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

• Exposure to at least one of the following: foundational knowledge of investments, financial planning, a financial planning topical area, or financial…