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 Edward Jones Generations™ team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
What You Will Do:
Lead a team of tax subject matter experts holding advanced designations who are responsible for supporting branch teams and complex client engagements in order to better meet client needs and deepen client relationships through the delivery of the Edward Jones Generations Private Client Services experience. This team serves as a tax planning expert in partnership with the senior planner and financial advisor to uncover, understand, and articulate tax planning needs. They also leverage relationships with, and provide oversight to, external 3rd party service providers, such as tax planning and advice firms, to bring forward tax planning strategies, recommendations, and implementation support. We work in a highly collaborative and fast-paced environment, where we welcome fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape. The team leader is expected to run the day-to-day business, including updating and ensuring alignment to all written supervisory (WSPs), standard operating procedures (SOPs) and oversight of risk associated with working directly with branch teams and clients. The team leader is also expected to hold the team accountable for exceeding business results and will be required to ensure all tax planning recommendations are suitable and align to client goals.
Responsibilities include:
- Develop and execute team objectives and drive team performance (feedback, training & coaching) in support of department and firm objectives.
- Lead the strategy to evolve and set team guidance on presenting complex concepts in an understandable and actionable manner to home-office associates, branch teams and clients to provide customized solutions.
- Coach team members on their tax planning delivery including but not limited to their collaboration with Generations colleagues, written tax planning summaries, and client interactions.
- Act as an advanced subject matter expert in their area of tax planning and translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas.
- Act as a resource for firm strategy, knowledge and interpretation of industry rules and regulations, and potential rule changes as it relates to area of expertise and translates to strategic initiatives within various business areas.
- As a tax subject matter expert, present to branches through the various channels available within the department such as webinars and field-based training meetings. This may also include providing expertise for content development and acting as a subject matter expert for formal training programs led by Enterprise Learning, WMAS Content Creation or other areas.
- Lead department, division, and/or firm-wide committees and projects; demonstrating the ability to influence without authority with peers and senior leaders.
- Manage, create, and ensure adherence to department written supervisory procedures (WSPs) and Standard Operating Procedures (SOPs) for communication with the public, professional designation reviews, and information barriers.
- As a series 24 principle – review and approval client facing materials to ensure it’s fair and balanced, accurate, and evaluate financial planning recommendations to ensure alignment to client goals and suitability given client’s full financial picture.
- Support the development, maintenance and modification of vision, mission, and long-term strategic plan with the HNW Business Segment team through the management of a strategic planning process, including driving measurement of progress against stated short, medium, and long-term strategies
Hiring Minimum: $140400
Hiring Maximum: $239100
Skills/Requirements
- Bachelor’s degree in Business, Finance, Accounting or Law required
- CPA required
- CFP® preferred or obtained in accordance with firm policy
- Series 7, 66, and 24 required or must be obtained within 6 months of hire
- Direct client service experience as a member of a HNW client-facing professional team required
- Deep Subject Matter expertise in complex tax planning for HNW clients
- Previous formal leadership experience required
- Strong presentation and communication skills
- Personal initiative and ability to collaborate and build relationships
- Ability to lead small groups and present findings in a clear and concise manner
- Ability to lead a client meeting with multiple professionals
- Ability to understand and interpret how changes in tax laws, legislation, and regulatory changes impact HNW tax planning and client facing strategies and recommendations
What Could Set You Apart:
- Advanced degree preferred
- Active FINRA licenses
Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
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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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.























