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
The Wealth Management & Field Management Division at Edward Jones is focused on developing a profound understanding of prospective and current clients’ needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their goals.
From branding and communication to the portfolios offered, your work will have a significant impact not only within the Wealth Management & Field Management Division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.
Within the Private Wealth & Investment Management department of Wealth Management & Field Management Division, the Portfolio Solutions Team (PST) is responsible for both the Advisory Fund and Unified Management Accounts (UMA) discretionary and non-discretionary model portfolios, as well as 12 Bridge Builder mutual funds and the Edward Jones Money Market Fund. Overall, the team is responsible for managing $400bn in discretionary model portfolios and over $200bn in proprietary mutual funds.
- PST is seeking a Portfolio Manager to join our team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio management and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients’ complete wealth management needs.
- PST includes the Core/Core Plus Retirement and UMA/Tax-Sensitive Model Teams, as well as a Proprietary Funds Team.
- The Model Teams manage and oversee all Advisory and Guided Solutions model portfolios, including retirement, tax-sensitive, UMA, and personalized platforms.
- The Proprietary Funds Team manages and oversees the Bridge Builder Funds and the Edward Jones Money Market Fund.
- This position will specifically support Model Teams within PST.
- The Edward Jones Advisory Fund and UMA Models
amount to over $400 billion dollars and growing. - The Bridge Builder and Edward Jones Money Market fund complexes comprise 13 multi-sub-adviser mutual funds with over $200 billion in assets (18th largest mutual fund complex).
Key Responsibilities:
- Responsible for providing portfolio construction and implementation, manager selection across firm discretionary and client directed asset allocation portfolios, enhancing, and executing the asset allocation implementation, and asset class expertise for the assigned asset class(es)
- Deliver performance results that meet or exceed expectations on behalf of clients.
- Serve as a multi-asset portfolio construction deep subject matter expert and deliver high quality recommendations on an efficient basis that supports our Advisory and/or client directed programs/models.
- Support the success of key client segments, including Core, High Net Worth, New to Wealth, and Workplace
- Contribute to internal departments and committees in making better informed decisions consistent with the firm’s long-term strategy.
- Deliver effective written and verbal communication of investment recommendations and other information to financial advisors and internal departments as needed
- Develop SME knowledge for assigned asset class(es) to share expertise and support PST as well as other key stakeholders as needed
Hiring Minimum: $168500
Hiring Maximum: $286900
Skills/Requirements
- Finance or Economics Bachelor’s degree and/or MBA preferred
- CFA or actively pursuing CFA designation in accordance with firm policy
- Series 7 and Series 66 required or attainable in accordance with firm policy
- 5+ years’ experience in investment analysis, portfolio management and/or extensive industry experience preferred
- Solid knowledge of asset allocation implementation, portfolio construction, and portfolio risk management
- Solid knowledge of various types of investments, asset classes, and markets
- Solid knowledge of mutual fund and money management industry, including various managed investments (mutual funds, ETFs, UMAs, separate accounts, evergreen and other private market vehicles)
- Familiarity with High Net Worth, New to Wealth, and Workplace investor segments considered an asset
- Strong analytical and quantitative skills with a high attention to detail and strong critical thinking skills, with the demonstrated ability to solve complex, non-routine problems
- Strong written and verbal communication skills for preparing and presenting research to Financial Advisors, clients, mutual fund companies and internal areas within the firm (including governance committees and/or independent boards)
- Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL).
- Ability to collaborate and work effectively in a team-based environment
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.
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Career Progression
Career Progression
Career Progression
Career Progression

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.

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

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.


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.

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.
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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
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Upcoming Events

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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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.

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.

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.
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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.

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.
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*In North America, Edward Jones has over: 800 Financial Advisors in Canada and 16,000 Financial Advisors in the United States.























