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Analyst - Financial Planning

Location: Jefferson City
Posted on: January 19, 2023

Job Description:

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 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.The Client Needs Research Team is seeking a talented and experienced Analyst, Financial Planning to conduct rigorous and thorough quantitative and qualitative analysis focused in the area of financial planning 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 team's responsibilities include: developing strategies and considerations for financial planning-related decisions; authoring strategy reports and articles; presenting in front of branches, clients, and the investing public; and serving as a subject matter expert for financial planning topics.

Client Needs Research is a team within the Advice & Guidance department, which is part of the firm's Wealth Management and Solutions (WMAS) Division. 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.

Responsibility Summary:

  • Conduct fundamental research and analysis to help develop advice and guidance on financial planning strategies in areas such as healthcare, long-term care, emergency savings, education savings, debt reduction, etc.
  • Develop subject matter expertise, and support strategists, to create and communicate advice and guidance in multiple areas of financial planning, as well as identify risks and opportunities related to those strategies based on items such as changes in client demographics, legislation, economic environment, etc. In addition, should be able to provide insight on overarching financial planning concepts.
  • Communicate on financial planning strategies in written materials and verbally in support of Strategists. This could include FAs, clients, and the investing public.
  • Provide service to branches by responding to service requests, phone calls, and other inquiries.
  • This position creates guidance on financial planning strategies to be used by financial advisors in working with clients. It is not a client-facing position, and is not expected to consult on client-specific situations.
    • Finance, Accounting, or Economics Bachelor's degree and/or MBA preferred
    • CFP designation or willing to actively pursue it consistent with department policy. Additional designations related to area of expertise are helpful (JD, CPA, CLU, CFA, etc.)
    • Series 7/66 within six months of hire, consistent with department policy
    • 5+ years' experience as an analyst making recommendations in a related field or extensive industry experience. Functional Knowledge
      • Demonstrated success as an analyst in areas of high complexity.
      • Solid knowledge of financial planning concepts and strategies. Knowledge of statistical, economic, and investment concepts preferred.
      • 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 reports or articles for financial planning or investment topics, or directly communicating to clients on those topics.
      • Ability to build financial models that examine scenarios and project outcomes.
      • Strong understanding (or expectation of developing a strong understanding) of the Edward Jones investment philosophy and business model.
        • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
          • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
            Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
            For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
            Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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. 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: $106916 - $182047
            Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Analyst - Financial Planning, Professions , Jefferson City, Missouri

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