Advising Specialist II

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20 000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.

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.

Financial Planning Advising Specialist II

The Financial Planning Advising Specialist II serves as a technical subject matter expert in the Financial Planning area. This role requires a broad and deep understanding of the firm's financial planning, advice and guidance, as well as the branch and client experience. The specialist helps to create and shape financial planning standards, processes, and tools while ensuring the integrity of A G is upheld across the firm and embedded within our suite of financial planning tools. Success in this position also requires providing informal leadership through firm‑wide initiatives and contributing to formal thought leadership.

Key Responsibilities

- Partner with internal A G units (Financial Planning, Investment Research and Investment Management) to help create and update A G at Edward Jones. Understand and translate A G into our planning tools and resources that support delivery of financial planning and A G.

- Help design, develop, execute tools strategy to ensure branch teams have quality tools and support needed to help clients achieve their financial goals.

- Own and manage tools/resources that align with firm advice and guidance and financial planning delivery strategy.

- Responsible for vendor relationships of moderate to significant size, complexity, number or impact in order to:

- Manage and maintain their portfolio of tools/platforms including influencing recommendations to add/remove/change tools as needed

- Help shape and execute business plans that align with firm strategic direction

- Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience

- Resolve moderately complex/broad vendor issues as escalated

- Regularly interface with vendor and internal peer contacts (e.g. relationship managers, product analysts, etc.)

- Evaluate the firms A G content to ensure consistency and alignment with oversight. Understand the Edward Jones business model, investment philosophy and values.

- Coordinate the process of updating and applying our A G (e.g. CMAs, planning assumptions, white papers, strategy reports, diagnostics, portfolio construction, etc.) through all firm delivery channels for intermediate level projects. Test the impact of the updates, communicate the updates to branch teams as needed.

- Serve as a SME for key stakeholders (Learning, Service, Field Management, Practice Management) and branch teams to ensure the integrity of financial planning and A G is upheld through application and messaging.

- Collaborate with key stakeholders as a financial planning and A G SME throughout the life cycle of projects, including planning, design and implementation for intermediate level projects. Work in partnership with other firm services to problem solve issues that arise regarding application of financial planning and firm A%G.

- Monitor industry trends, competitors and regulatory changes. Assess how those trends impact our business, messaging and the application of our A G. Communicate changes in trends to governance committees as needed.

- Achieve results with and through others, including training others within the A G business.

Qualifications

- Bachelor's degree required

- 3‑5 year industry experience

- CFP (Certified Financial Planner) required within 1 year

- Additional designations CEPA, FEA, EPC, MFA‑P considered an asset

- Knowledge of Advice and Guidance, investment products, portfolio construction or other financial planning concepts

- Working knowledge of Conquest, Portfolio, Proposal Tool and/or other related tools

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

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

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. Visit our career site 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.

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