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.
Job Overview
Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. Products is an area within WMAS focused on enabling personalized client outcomes by leading the strategy and evolution of the firm’s wealth management offering. We provide clients with a broad supply of quality products and services, aligned with the firm’s advice and guidance, to meet our clients’ personalized needs.
Edward Jones’ high net worth segment is a growth area in which the firm is investing to develop a new, premium client offering, inclusive of a set of competitive products and services. The High Net Worth Advice, Planning, Products & Services (HNW APPS) team owns the portfolio of HNW products and services – from product strategy to ongoing management. We partner both across Edward Jones and externally to innovate, build, deliver, and manage the APPS needed to serve our high net worth clients. As part of this team, you will have an opportunity to shape Edward Jones’ high net worth strategy and collaborate with matrixed teams to deliver against our products and services roadmap.
The HNW APPS team deploys multiple methods to deliver value to HNW clients, including a HNW Referral Network, product and service partnerships, and leading through other WMAS and firm initiatives. Team members will have the opportunity to contribute to and/or lead matrixed teams in support of one or more of these areas.
What You Will Do:
- Collaborate with team members to support the design, development and management of competitive, innovative and high quality products & services that align with firm advice and guidance in collaboration with internal and external stakeholders. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development.
- Collaborate with cross-functional teams to develop and integrate products and services into the client and branch team experience for HNW offerings.
- Support the orchestration of HNW products and services, which includes ensuring roadmaps for training, positioning, marketing, product lifecycle, etc. are in place, high quality, and aligned to the business strategy.
- Responsible for HNW APPS product or service partners, referral network members and/or matrixed team relationships of moderate size, complexity, number or impact in order to:
- Manage and maintain the portfolio of products and services including influencing and helping prepare recommendations to firm governance committees to add / remove / change products, services or vendors as needed.
- Help identify gaps and opportunities in products and services. Help shape, maintain and execute roadmap to address gaps in alignment with firm strategic direction.
- Resolve moderately complex / broad HNW products and services issues as escalated. Contribute to root cause analysis to prevent future occurrences.
- Interface with internal and external peer contacts (e.g. relationship managers, HNW Segment, WMAS, Branch Teams, Experience COE, Change & Enablement, Legal, Compliance, Risk, Operations, Digital).
- Ensure that products and services literature and enablement resources are effective (quantity and quality), aligned with key firm messages and compliant. Assist in the design of efficient and effective ongoing processes and controls.
- Serve as a subject matter expert for the assigned HNW products and services for the firm. Includes foundational knowledge of product partner products features, benefits, pricing, etc. and their relative positioning in the marketplace.
**This position is known internally as an Associate Product Manager
Hiring Minimum: $84100
Hiring Maximum: $143100
Skills/Requirements
- Bachelor’s degree required with quantitative discipline preferred (e.g. business, finance, economics, accounting, etc.).
- 3+ years of relevant financial services experience
- Product management, product strategy/development, and or consulting experience strongly preferred
- Series 7, 66 required within 12 months of hire.
- Strong cross-functional collaboration
- Data driven problem solving and decision making
- Plan, organize and prioritize across multiple bodies of work
- Ability to navigate moderately complex business situations to drive towards action and results
- Highly collaborative with solid written, verbal and presentation skills
- Broad and some advanced knowledge of High Net Worth products and services
- Experience in High Net Worth client wealth management
- Progress toward advanced degree or relevant industry designation(s) preferred (e.g., MBA, CFP, CFA, ChFC,)
- Strong technical aptitude and analytical skills
- Intermediate proficiency with systems and tools such as MS Office
Awards & Accolades
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
About Us
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.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
Edward Jones Managing Partner
Career Progression
Career Progression
Career Progression
Career Progression
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It’s like professional
development in the
world’s largest sandbox.
Training, continuing education and mentoring – that’s only the beginning. Our headquarter campuses offer thousands of roles – and as many opportunities – for you to try new skills, get involved on different projects and step up as a leader. You’re in charge of your professional development. We just provide the opportunities.
Hear from Experienced Advisors who’ve transitioned their practice to Edward Jones.
Where clients come first. And you are part of a branch team making a meaningful difference in people’s lives. Where the culture is surprisingly collaborative. And opportunities to lead push you to grow – as you grow your practice.
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Extra compensation
when you need it most –
with no ceiling on how
much you can earn.
And we really mean it. There is no ceiling on how much you can earn as we have a work hard and be rewarded philosophy. We also understand that new financial advisors might be more worried about the floor. So we provide a guaranteed salary for your first four years. Did we mention bonuses, commissions, profit sharing and travel awards?
“As hard as I want to work determines how successful my business can be.”
– Mark Audet, CFP Financial Advisor – St. Louis
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Come as you are. We will teach you everything you need to know.
Our Branch Office Administrators come from many different career backgrounds. Sales. Marketing. Customer service. Even finance. But they have one thing in common: a desire for a rewarding career that empowers them to make a difference in people’s lives. Your training begins with six months of dedicated onboarding – and is built out with mentoring, learning plans tailored to your needs, and 6,000-plus at the Headquarters making sure you have everything you need to succeed.
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Bring your skills and
experience here.
We’ll find a place to put
them to work.
HR? Marketing? Operations? You’ve got the skills. We’ve got the team. We are a large firm with many areas of expertise but each division is small enough for you to make an impact. And you can test the waters in other areas. We encourage it. Learning new skills and gaining leadership experience along the way.
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When it comes to your
compensation,
we want to be clear.
#1 Your performance drives your compensation – and we won’t limit it with earning caps. Not now, not ever.
#2 Our compensation is competitive and multi-faceted. Commissions and trimester bonuses – based on individual branch and firm profitability – make up the bulk of your variable income. But your total payout may include travel awards and profit sharing. And the opportunity to be rewarded for transitioning client relationships to financial advisors looking to grow.
#3 Our compensation is simple and transparent. We make it easy to understand how you are rewarded and strive to minimize grid changes. You know exactly what to expect and how to impact your results.
Our partnership structure frees you to focus on your clients.
Being a partnership makes us distinctly different from our competitors. More than a structure, it’s a mindset. And it permeates every aspect of our business. From how we work with each other – think collaboration not competition – to our long-term investment philosophy. It’s most at work in our shared focus on doing what’s right for the client. And it’s easy for us to do. Because we have no competing interests. No shareholders clamoring for short-term profits. We can take the long view, because we only answer to our clients. And to ourselves. Our financial advisors find this single-minded focus freeing. A clear mandate for success. And a clear path to get there.
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Transitioning your
practice is a difficult
decision.
We’re here to help.
Moving your practice to another firm may be the most stressful decision of your professional life. We understand. And our transition team is here to help. From early days when you are just beginning to consider the opportunity. To that glorious first day of opening your practice. And our support is not one-size-fits-all. We will tailor your transition to you and your practice – with you leading the way. Ensuring a smooth transition for you and your clients. And a solid path forward for next-level growth.
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Investing in You
As a valued branch-team member, you will share in the success of your branch – and the firm. Our market competitive compensation program recognizes your individual contributions, promotes a long-term career, contributes to your financial security and promotes the well-being of you and your family.
Edward Jones Due Diligence Events
How will I be compensated? Will my clients be taken care of? Will Edward Jones’ products meet my clients’ sophisticated needs? You have many questions, and we have the answers. Talk with firm leaders who can share their personal stories and insights. Meet with subject matter experts and learn about our technology, marketing, transition support – and how we can help you grow your practice your way.
No experience in finance? Bring your developed skills, we’ll guide you the rest of the way.
Some of our most successful financial advisors come to us from other fields. Our training and development is designed to help you succeed. From helping you pass your licensing exams and training you to understand the complexities of our industry, to arming you with the knowledge and skills to build your practice, we invest in your training and development. Every. Step. Of. The. Way.
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Upcoming Events
Upcoming Events
Upcoming Events
Upcoming Events
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St. Louis, Tempe or Even Your Home.
Office assortment.
Opportunities are available in our two full-service U.S. headquarters facilities in St. Louis and Tempe, AZ, and some opportunities are available from your own home.
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Headquarters Events
Occasionally we have recruiting events providing unique opportunities to network with hiring leaders and recruiters. Currently there are no events scheduled – please check back soon.
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Connect with us at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.
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Webinars
Register for one of our “Meet the Edward Jones of Now” webinars. These confidential, 30-minute programs provides insight into our compensation structure, our business model, our training and support, and our client-centric solutions. Ask questions and get answers from Edward Jones financial advisors working in the field today.
Explore Our Webinars
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Learn more at a virtual or in-person event
Learn how Edward Jones is built differently – and how our unique business model puts you in charge of unleashing your potential. Virtually or in-person, we’ve created several opportunities for you to network and learn more from current Edward Jones financial advisors.
![GettyImages-515444656-1 Un homme avec des écouteurs regarde un ordinateur portable.](https://careers.edwardjones.com/wp-content/uploads/sites/1392/2021/01/GettyImages-515444656-1.jpg)
Webinars
Register for our “Investing In You: The Edward Jones Financial Advisor Opportunity” webinar. This confidential, 30-minute program provides an inside look at what financial advisors do, the ongoing support you’ll be provided, and how your valuable skills can transfer to a career as a financial advisor.
Other Job Opportunities
*In North America, Edward Jones has over: 800 Financial Advisors in Canada and 16,000 Financial Advisors in the United States.