Edward Jones · 17 hours ago
Assoc Analyst II - Client Needs
St Louis, MO
Full-time
Hybrid
New Grad, Entry Level
$86K/yr - $147K/yrEdward Jones is a Fortune 500 company focused on client relationships and financial fulfillment. The Advice & Planning Research Associate Analyst II will support the team in conducting fundamental research and maintaining the integrity of financial planning advice, while developing expertise in financial topics.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Responsible for building a foundational knowledge of financial planning concepts and strategies
Responsible for conducting research (with direction and oversight) on well-scoped projects for straightforward topics, which may include qualitative and quantitative research and analysis; validating and challenging existing advice and guidance; and revising reports and other resources communicating the firm's advice and guidance
Responsible for communicating their team's advice and guidance accurately, primarily through written channels such as strategy reports and articles
Responsible for effectively collaborating with other analysts/strategists to support team and department objectives
This is not a client-facing position, and it is not expected to consult on client-specific situations
Qualification
Required
Bachelor's degree
Foundational knowledge of financial planning concepts and strategies
Some familiarity with our firm's investment philosophy
Financial planning (emerging)
Financial research (emerging)
Decision support
Technical writing
Relationship building
Adaptability, resilience, and resourcefulness
Attention to detail
Intellectual curiosity
Emerging ability to communicate straightforward topics clearly
Ability to work with individuals with different backgrounds
Emerging ability to balance multiple projects/priorities
Emerging ability to use sound judgment in making decisions
CFP required or attainable within 18 months of hire
SIE, Series 7 and Series 66 required or attainable within 6 months of hire
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Tax-advantaged accounts: health savings account, and flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Bonuses
Profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
Founded in 1922
10001+ employees
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$445.94M2025-09-25Undisclosed· $52.12M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Director of Data Science
Recent News
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2026-01-16
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2026-01-16
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