Strategy and Planning Analyst
Company: Edward Jones
Location: Saint Charles
Posted on: May 15, 2022
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.Edward Jones, founded in 1922, is dedicated to helping
the serious, long-term individual investors achieve their financial
goals by understanding their needs and implementing tailored
solutions.
The Investment Advisory Strategic Initiatives team at Edward Jones,
which is part of the Client Strategies Group, is responsible for
leading the interaction within the strategic programs operating
model and consolidating the strategy across the Investment Advisory
business. We must have a dedicated focus on the capabilities needed
for the future while operating our current business (current
advisory programs and proprietary asset management) with
excellence.
The Client Strategies Group helps ensure that branch teams and our
clients have a consistent supply of high-quality retirement,
banking, insurance, mutual fund, and education savings products
aligned with the firm's investment philosophy and solutions-based
advice and guidance. In addition, the group drives innovation that
will enhance products, services, processes and systems to meet our
current and future client needs. These areas 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.
Bachelor's degree required.3-5 years
financial services, product management, or strategic
planning/consulting experience preferred.Progress toward a Master's
degree or additional financial license/certification preferred
(CFA, CFP, CIMA, etc.)Series 7 and 66 required within 6 months of
hireQualifications for the Ideal Candidate:
Strong client focus and the ability
to think in terms of the client experience and perspective.Ability
to collaborate with and influence others to gain consensus and
alignment in order to drive change.Tolerance for ambiguity in a
fast-changing environment.Strong conceptual and analytical skills.
Brings solutions instead of problems by challenging the status quo.
Curious and inquisitive about new ideas and trends.Ability to
exercise good judgment to identify, prioritize and resolve complex
problems.Solid organizational, time management, and project
management skills to be able to meet or exceed deadlines.Strong
working knowledge of advisory programs, systems, tools, and
workflow is a plus.
- 2021 FORTUNE 100 Best Companies to Work For By Great Place to
Work and FORTUNE Magazine Edward Jones was named No. 20 on the
list.
- From FORTUNE 2021 FORTUNE Media IP Limited. All rights
reserved. Used under license. FORTUNE and FORTUNE 100 Best
Companies to Work For are registered trademarks of Fortune Media IP
Limited and are used under license. FORTUNE and Fortune Media IP
Limited are not affiliated with, and do not endorse products or
services of, Edward Jones Investments.2021 Corporate Equality Index
Edward Jones joins the ranks of 767 major U.S. businesses that
received top marks in the Foundation s 19th annual scorecard on
LGBTQ workplace equality.
From The Human Rights Campaign. All
Rights Reserved2021 Training Top 100 list - Edward Jones ranked No.
19, up six spots from last year in its 21st consecutive year on
this prestigious list.J.D. Power, 2021 Edward Jones has ranked
"highest in Employee Advisor Satisfaction among Financial
Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor
Satisfaction Study.
Edward Jones received the highest
score among employee advisors in the J.D. Power 2007,2008, 2010,
2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of
employee advisors satisfaction among those who are employed by an
investment services firm. Visit jdpower.com/awards for more
information.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: $66379 - $109459
Category: Headquarters
Keywords: Edward Jones, Saint Charles , Strategy and Planning Analyst, Professions , Saint Charles, Missouri
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