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Senior Analyst, Retirement - Wealth Management Advisory Solutions

Location: Jefferson City
Posted on: May 9, 2024

Job Description:

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: 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 .

1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
The Client Needs Research Team within Advice & Guidance (A&G) is seeking a talented and experienced Senior Analyst, Retirement to conduct rigorous and thorough quantitative and qualitative analysis focused on retirement savings and income strategies. The role will include creating and representing the firm's advice & guidance to a variety of stakeholders within the firm and externally to help our clients reach their financial goals.

The Client Needs Research team is responsible for developing and communicating the firm's advice and guidance regarding financial planning strategies as part of the firm's Wealth Management Advice and Solutions (WMAS). The WMAS division drives innovation to ensure our branch teams and clients have access to high-quality products, services, and experiences that meet our current and future client needs. Both the Client Needs Research team and larger WMAS division play a pivotal role in supporting the firm's goals of deeply serving clients, and associates serve as the firm's subject matter experts for their respective areas.

  • Finance, Accounting, or Economics Bachelor's degree and/or MBA preferred
  • CFP designation or actively pursuing consistent with department policy
  • Series 7/66 within six months of hire, consistent with department policy
  • 7+ years' experience as an analyst making recommendations in a related field or extensive industry experience.
  • Expert knowledge of retirement regulations and rules.
  • Proficient knowledge of financial planning concepts and strategies. Knowledge of economic, statistical and investment concepts preferred.
  • Demonstrated success as an analyst in areas of high complexity.
  • Capable of determining the appropriateness of strategies by making use of sources such as government reports, trade journals, technical periodicals, and firm data.
  • Experience preparing research reports for financial planning or investment topics.
  • Experience developing and communicating decision-making frameworks.
  • Strong understanding (or expectation of developing a strong understanding) of the Edward Jones investment philosophy and business model. At Edward Jones, w e 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: Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones 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. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
    Salary: $136571 - $232541
    Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Senior Analyst, Retirement - Wealth Management Advisory Solutions, Accounting, Auditing , Jefferson City, Missouri

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