1+ months

Advice Consultant, Client Needs Research - Remote Eligible

Edward D. Jones & Co., L.P (HO)
Mississauga, ON L5B Work Remotely
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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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
This role will develop firm-level advice and guidance on a broad array of financial planning topics, with the agility to adjust and research new concepts, in response to firm needs, providing the "Edward Jones view" that will be followed by potentially all our financial advisors and clients.
The analyst will ensure alignment of firm materials and resources to advice and guidance, upholding the integrity of the advice and guidance.
The role will be responsible for communicating advice and guidance in writing, both internally and externally in items such as firm newsletters, strategy reports, in FA and client meetings and potentially the media, ensuring our advice is both accurate but also understandable and implementable.
In addition, the delivery of quality service to branch teams by responding to information requests from financial advisors and internal departments will be an imperative.
This individual will also represent Client Needs Research in working groups to provide the voice of Advice and Guidance.

8+ years of related experience with a Bachelors' degree, or 5+ years of experience in combination with an advanced degree/professional designation.
Finance, Economics, Legal or Accounting Bachelor's degree and/or MBA preferred
CFP designation or actively pursuing consistent with department policy. CFA may also be required (or actively pursuing consistent with department policy) depending on area of specialization. Additional designations relevant to area of responsibility strongly preferred (e.g. CFA, CPA, LLB/JD).


* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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.
Posted: 2021-05-03 Expires: 2021-07-15
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Advice Consultant, Client Needs Research - Remote Eligible

Edward D. Jones & Co., L.P (HO)
Mississauga, ON L5B

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