Senior Analyst - Branch
Listed on 2026-01-09
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Finance & Banking
Financial Analyst, Accounting & Finance, Financial Consultant, Financial Reporting
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.
Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
JobOverview
Position
Schedule:
Full-Time
This job posting is anticipated to remain open for 30 days, from 19-Dec-2025. The posting may close early due to the volume of applicants.
OverviewBranch Compensation is responsible for the timely & accurate payment of all elements of Financial Advisor Compensation including Commissions, New FA Compensation, Trimester Bonus, Travel Award Program, etc. This position will work in collaboration with the Branch Compensation Department Leader to ensure team responsibilities, both recurring and ad hoc, are completed timely and accurately. This includes general ledger account reconciliations, journal entries, process improvements, process control enhancements, Financial Advisor escalations, Financial Advisor policy enhancements, compensation education and communication and collaborating with product teams on automation.
Branch Compensation is a fast-paced, highly complex environment with each associate responsible for many key processes throughout the month. Therefore, understanding upstream and downstream impacts of Financial Advisor Compensation, the ability to plan, organize and prioritize, think strategically, assist others and solve problems from routine to complex are crucial to the role.
What you’ll do:Administer multiple commission, bonus, and other incentive compensation programs ensuring complete, accurate, and timely calculations for 19,000+ Financial Advisors across US and Canada.
Develop and execute internal controls required for accurate calculation and payment of incentive compensation.
Identify gaps and opportunities for improvement of processes. Drive process improvements and efficiencies while being able to meet monthly close schedules.
Maintain and execute overall training program for the department on incentive compensation processes. Identify and address gaps in training.
Provide excellent customer service to financial advisors, while ensuring team service goals are met. Resolve complex inquiries in respects to incentive compensation.
Develop and present business insights to senior leadership, providing recommendations through analyzing large volumes of data or transactions of high dollar amounts.
Prepare and reconcile incentive compensation reports on a monthly basis from multiple different sources and systems. Investigate and resolve differences.
Collaborate with Compensation Analysts to ensure accurate and timely accounting entries and financial reporting of incentive programs.
Operate with minimal supervision on projects with significant interface across the department.
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: $84100
Hiring Maximum: $143100
Skills/RequirementsWhat you’ll need:
- Bachelor's degree
- Minimum of 3 years related experience in accounting, finance or related field
- Ability to work with…
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