Edward Jones – Senior Field Supervision Director – Mississauga, ON

Company: Edward Jones

Location: Mississauga, ON

Expected salary:

Job date: Sun, 02 Feb 2025 04:07:44 GMT

Job description: RecruiterKristy GilmoreOpportunity OverviewJoin a dynamic team of Compliance professionals, whose primary responsibility is to support branch teams, ensuring their understanding of and adherence to regulatory requirements and expectations, as well as supervision of clients’ managed accounts and branch team activities. We are seeking a Supervisor of Managed Accounts to join our Compliance and Field Supervision Department.The Supervisor of Managed Accounts known internally at Edward Jones as a Senior CAP Field Supervision Director (Sr. CAP FSD) is registered with the Canadian Investment Regulatory Organization (CIRO) as a ‘Supervisor Responsible for the Supervision of Managed Accounts’. The primary objective of the Sr. CAP FSD is to protect the client, firm, financial advisor, and the industry, upholding high ethical standards. The Branch Supervisor must have in-depth knowledge of a broad range of product and services as well as firm and industry policies and regulations.Responsibilities include:Day-to-day supervision of managed accounts, including managed account approvals, approval of model switches, comprehensive reviews and non-resident and Regulatory Desktop account review itemsActive participation in the development, and implementation of process improvements related to the managed account supervision programSupport an efficient and effective compliance program, helping ensure the firm and its associates continue to adhere to all regulatory requirements, industry rules, and internal policies and proceduresProvide timely guidance, address inquiries and conduct follow-up as needed with branch teams, making contact with clients as requiredIdentify potential issues/trends/patterns with client accounts, taking corrective action where necessaryEngage in ongoing communication with other Supervisors, Compliance, Branch Audit, Leaders and the Managed Accounts CommitteeSupport divisional and firm-wide initiatives, participating actively in the evolution of the firm’s Compliance andField Supervision program and the Canadian Advisory Platform.Provide leadership and guidance to other team members, ensuring a team orientated, collaborative environmentPosition TypeHome Office – CanadaPosition ScheduleFull-TimeCompany DescriptionJoin 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 .¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.External Flexible Work Option(s)Hybrid, RemoteAwards and AccoladesAt 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:Check out our Canadian awards and accolades:Position RequirementsCurrent registration as a Supervisor Responsible for the Supervision of Managed Accounts with the Canadian Investment Regulatory Organization (CIRO)3-5 years of compliance or supervisory experience with a CIRO dealer member, with a primary focus on Tier 1 Supervision activitiesBachelor’s degree preferredRequired Courses: Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), Wealth Management Essentials (WME) Course and Investment Dealer Supervisors Course (IDSC)Chartered Investment Manager Designation (CIM) preferredThis position requires comprehensive knowledge of industry rules and regulations, as well as an ongoing understanding of industry issues, trends and “hot topics”Strong communication skills, a competent public speaker, and be able to clearly articulate, communicate and customize messages and information to a wide audience.Must have a demonstrated ability to deliver difficult and/or complex messages to financial advisors and branch teams with empathy and emotional intelligence, and in a professional manner.Salary InformationAt 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.

Edward Jones – Director – Compliance – Mississauga, ON

Company: Edward Jones

Location: Mississauga, ON

Expected salary:

Job date: Sun, 02 Feb 2025 04:55:26 GMT

Job description: RecruiterKristy GilmoreOpportunity OverviewThe Director, Compliance is responsible for overseeing compliance functions and initiatives to ensure the organization adheres to regulatory requirements, internal policies, and ethical standards. This role encompasses strategic leadership, risk management, and collaboration with senior leadership to maintain a culture of compliance across the organization. This Leadership role is a registered supervisor with the Canadian Investment Regulatory Organization (CIRO) with overall responsibility for the Supervision (Tiers 1 & 2) and Compliance programs supporting those activities, focusing on the client’s best interest and ensuring compliance with industry rules and regulations.The Director, Compliance is a key decision maker pertaining to Compliance and Supervision policy, strategy, structure, and talent. They are responsible for aligning respective teams’ activities and responsibilities with the division’s and firm’s strategic direction. The role plays a pivotal part in establishing a culture of compliance, mitigating risks, and ensuring alignment with both internal policies and external regulatory expectations. Additionally, they provide oversight, advice, and guidance to ensure execution of Compliance- and Supervision- related activities in alignment with firm and regulatory standards to ensure resources are being used wisely. Working directly with the Chief Compliance Officer, the Director, Compliance provides leadership to collaborate and develop innovative ideas to improve Compliance and Supervision systems and processes as well as overall effectiveness and efficiency.Primary responsibilities of the Director, Compliance include:

  • Defining the strategic plan for all areas of responsibility, providing leadership and direction with regards to:
  • The development of new Compliance and Supervision programs and the revision of existing programs to meet business and regulatory requirements necessary to support the firm’s business model, growth plans, and the evolving industry.
  • The planning and development of changes related to processes within the division.
  • Representing the division and participating in planning, design and implementation of firm-wide projects so regulatory, firm policies and standards are followed. Helping to ensure that new product and service implementations have associated key controls in place in order to supervise them and maintain compliance with regulations.
  • Having overall responsibility for the strategic oversight and execution of the Compliance and/or Supervision program as assigned, which may include one or more of the following areas:
  • Registrations and Licensing
  • Branch Audit
  • Trade Desk Compliance
  • Marketing Compliance
  • Conflicts of Interest
  • Marketing Compliance
  • Field Supervision and Surveillance
  • General Compliance support
  • Being responsible for the leadership and development of leaders, associates and teams
  • Acting as a key participant on firm, division, and industry committees.

Position TypeHome Office – CanadaPosition ScheduleFull-TimeCompany DescriptionJoin 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 .¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.External Flexible Work Option(s)Hybrid, RemoteAwards and AccoladesAt 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:Check out our Canadian awards and accolades:Position RequirementsQualifications Required in the Job:

  • Undergraduate university degree required.
  • Canadian Securities Course and Conduct and Practices Handbook Exam are mandatory and must be current at time of hire.
  • Partners, Directors, and Senior Officers exam must be completed within three months of hire.
  • 10 or more years of relevant Compliance and/or regulatory experience with a minimum of five years leadership experience required.
  • Industry experience including demonstrated knowledge of regulatory obligations and expectations.

Key Behaviors and Competencies:

  • Ability to interpret and apply Canadian securities laws and CIRO regulations to the firm’s operations; Capacity to ensure that the firm remains compliant with all relevant regulatory requirements and guidelines.
  • Ability to identify, assess, and mitigate compliance risks;Skilled in developing and implementing risk management strategies.
  • Proven ability to lead and manage a compliance team; Capacity to mentor and develop team members, fostering a culture of compliance within the organization.
  • Ability to analyze complex regulatory information and business processes to identify compliance issues and recommend solutions. Capacity to conduct thorough investigations and audits.
  • Demonstrated commitment to continuous learning and development (of self and others).
  • Demonstrated ability to drive execution end-to-end, from development to implementation.
  • Leads others with empathy and human-centeredness, while welcoming diversity of thought and experience and fostering a collaborative, supportive and inclusive environment.
  • Ability, willingness, and confidence to make effective decisions independently.
  • Strong organizational and project management skills including the ability to handle multiple priorities and projects at one time.
  • Ability to anticipate and adapt to changing regulatory and business environments.
  • Ability to quickly develop expertise in high risk areas involving multiple functions and departments
  • Ability to speak and write in clear concise terms regarding complex issues and technical documentation, including challenging conversations at all levels within the firm and with external regulators or vendors.
  • Very strong analytical and critical thinking skills are essential. The ability to thoroughly analyze a situation, determine the facts, recognize possibilities and create unique and innovative solutions is also required.
  • Navigate firm initiatives through an increasingly complex and growing organization.

Salary InformationAt 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.

Edward Jones – Compliance Manager – Insurance – Mississauga, ON

Company: Edward Jones

Location: Mississauga, ON

Expected salary:

Job date: Sun, 02 Feb 2025 08:50:58 GMT

Job description: RecruiterKristy GilmoreOpportunity OverviewThe Compliance Manager (Insurance) serves as the primary regulatory compliance expert for the firm’s compliance insurance program in Canada. The role is responsible for managing regulatory risks and ensuring the firm’s adherence to all insurance-related regulatory requirements across Canada, with a specific focus on Quebec. As a registered certificate holder with the Autorité des marchés financiers (AMF), this role oversees the design, implementation, and maintenance of a comprehensive Canada Insurance Compliance Program. The position collaborates closely with Compliance, business teams, and leadership to establish robust oversight mechanisms, governance metrics, and audit protocols to ensure program effectiveness. Additionally the Compliance Manager (Insurance) integrates relevant regulations into the firm’s policies, processes, and controls to ensure compliance. This role carries regulatory liability for supervisory effectiveness.Key responsibilities of the Compliance Manager (Insurance) include:

  • Performance of tier one supervision and oversight activities for Quebec insurance advisors;
  • Development and maintenance of a focused Insurance compliance program that considers all insurance regulatory requirements and addresses inter-provincial differences;
  • Building and maintenance of an internal control matrix for Insurance and mapping regulatory requirements to corresponding controls;
  • Development and maintenance of insurance policies and procedures;
  • Contributing to the strategic review of functional alignment across the insurance business and analyzing operational controls to identify gaps and make recommendations to rectify;
  • Providing guidance and training to advisors on rules, regulations, and best practices;
  • Acting as the primary Compliance lead for agencies on compliance questionnaires, audits, and information requests;
  • Assisting with insurance related complaints and liaising in conjunction with the Senior Regulatory Manager on regulatory audit matters;
  • Providing annual reporting to the Chief Compliance Officer and the designated Responsible Officer in Quebec on the status of the insurance program; and
  • Fostering a strong risk and compliance culture within the organization (including the development and delivery of workshops, training, and other awareness initiatives).

Position TypeHome Office – CanadaPosition ScheduleFull-TimeCompany DescriptionJoin 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 .¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.External Flexible Work Option(s)Hybrid, RemoteAwards and AccoladesAt 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:Check out our Canadian awards and accolades:Position RequirementsEducation, experience, and license requirements are as follows:

  • Bachelor’s Degree
  • 6-10 years in a relevant or similar role
  • Insurance licenses (Level 2 / Life License Qualification Program (LLQP)) required for insurance supervision
  • Must have held a valid insurance license for 5 of the last 7 years
  • Bilingual in French and English

The successful candidate will demonstrate the following skills:

  • Project management
  • Critical Analysis and problem solving techniques
  • Fluency in French and English
  • Excellent written and verbal communication skills
  • Facilitation/presentation skills
  • Strong interest in Insurance
  • Process-minded, problem solving skills, and organized, with an eye for detail and excellent analytical skills

The successful candidate must:

  • Hold a current certificate issued by the Autorité des marchés financiers (“AMF”);
  • Have relevant experience (6 to 10 years) in a risk or compliance position within the insurance sector;
  • Demonstrate an advanced understanding of:
  • Financial services, including insurance products and services;
  • Regulatory framework governing insurance
  • Strong knowledge of the respective provincial insurance acts
  • Regulatory compliance management, with the demonsrated ability to analyze risk exposures
  • Industry practices, evolving trends and leading practices

Salary InformationAt 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.

Edward Jones – Planning Consultant – Mississauga, ON

Company: Edward Jones

Location: Mississauga, ON

Expected salary:

Job date: Fri, 24 Jan 2025 08:08:20 GMT

Job description: RecruiterKristy GilmoreOpportunity OverviewThe Planning Wealth Consultant is part of our Client Consultation Group. In this role you will use a solid understanding of financial planning concepts and strategies along with a deep commitment to human centered wealth management to provide support to branch teams and their clients.You will take a holistic approach, using all the planning tools available, to assist advisors in developing goals-based recommendations for clients with more complex needs. You will assist in answering goals-based questions and help simplify complex concepts and strategies to assist branch teams; or recognize when to direct those questions to other members of the team for more complex consultation.You will participate in a high-performance team and contribute to continuous growth and creating a place of belonging.Position TypeHome Office – CanadaPosition ScheduleFull-TimeCompany DescriptionJoin 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 .¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.External Flexible Work Option(s)Hybrid, RemoteAwards and AccoladesAt 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:Check out our Canadian awards and accolades:Position RequirementsRequired:Bachelor’s degree preferably in Business, Finance or AccountingCFP designation (or equivalent)Investment and Insurance industry knowledge are also strong assetsDesired:Life insurance license would be a plusOther designations would be a plus (RRC, CEA, CEPA, TEP, CIM etc.)Other estate and/or tax courses would be desirableStrong understanding of the comprehensive financial planning process including retirement planning, cash flow planning, investment planning, tax planning, estate planning and protection planningStrong presentation and oral and written communication skills especially including the ability to present financial concepts or strategies in a manner that is easily understoodStrong analytical, organizational, and time-management skills and the ability to work within a fast-paced environment.Proficiency with Microsoft Office, virtual meeting and financial planning software tools.The ability to work well and collaborate within a team environment.Previous experience with Salesforce is a plus.Previous experience with Conquest is a plus.Years of Relevant Experience:3+ years Financial Services Industry or Edward Jones experience requiredSalary InformationAt 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.

Edward Jones – Investment Customer Care Specialist – 12 Month Contract – Mississauga, ON

Company: Edward Jones

Location: Mississauga, ON

Expected salary:

Job date: Fri, 17 Jan 2025 02:13:48 GMT

Job description: RecruiterKristy GilmoreOpportunity OverviewProvide solutions in response to incoming telephone calls and written correspondence from Financial Advisors and Branch Office Administrators in an accurate and efficient manner, while considering different variables such as legal / regulatory guidelines and risk to the firm. Associate will not provide recommendations on the suitability of investments as it pertains to clients.
Shift Time: 9 AM – 6 PM EST

  • Following successful completion of initial training, associate will require understanding of financial tools offered by the firm along with product and services.
  • Associates work both independently and with each other to provide branch teams with accurate information and support for Portfolio, Financial Foundations and other firm software tools through calls and written correspondence.
  • Communicate the impact of operational procedures and processes on software tools to branch teams. Understand industry rules and regulations.
  • Strongly focused on striving to provide world class client service in line with individual and department performance and quality expectation measures for the position.
  • Associates will learn a secondary Service role, to provide support when needed.
  • Contribute to the overall success of the team / department by acting as a resource for others and by supporting new initiatives, projects or process changes.

Identify opportunities for improvements or enhancements within team / department.Position TypeHome Office – CanadaPosition SchedulePart-TimeCompany DescriptionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 .¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.External Flexible Work Option(s)Hybrid, RemoteAwards and AccoladesAt 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:Check out our Canadian awards and accolades:Position RequirementsPosition Requirements:

  • University degree or College diploma is strongly preferred
  • Must be able to work 9:00 – 6:00 pm ET
  • Excellent verbal and written communication skills
  • Strong problem solving and analytical skills
  • Must be able to multi-task and follow up appropriately with resolution
  • Ability to learn and apply technical information
  • A willingness to cross train on Insurance in order to provide back up support when needed
  • A strong service background and a desire to hold a client service position
  • Ability to accept and adjust to change
  • Ability to work in a fast paced environment
  • Strong computer skills
  • Ability to build and maintain relationships within and outside the department
  • A strong work ethic and desire to work and excel in the financial industry

** This is a 12 month contract positionSalary InformationAt 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.

Branch Office Administrator – Edward Jones – Orlando, FL

Company: Edward Jones

Location: Orlando, FL

Expected salary: $20 – 22.26 per hour

Job date: Tue, 17 Dec 2024 08:27:37 GMT

Job description: As a Marketing Event Coordinator, you will be responsible for driving marketing activities by planning and executing events to generate brand awareness and engage with target audiences. This role will involve coordinating logistics, managing budgets, collaborating with vendors and sponsors, and ensuring that events are executed successfully. You can also expect to analyze event performance metrics, provide recommendations for improvement, and contribute to overall marketing strategy. This position offers the opportunity to be creative, organized, and strategic in delivering impactful marketing initiatives.

Branch Office Administrator – Orlando, FL – Edward Jones – Orlando, FL

Company: Edward Jones

Location: Orlando, FL

Expected salary:

Job date: Sat, 14 Dec 2024 01:38:00 GMT

Job description: The Marketing Coordinator is responsible for planning and executing various marketing activities, with a focus on events. This role involves working closely with the marketing team to develop strategies, coordinate logistics, and ensure successful execution of events. The Marketing Coordinator will also assist in creating promotional materials, analyzing market trends, and tracking campaign effectiveness. This position is a full-time role in branch support, requiring excellent organizational skills, attention to detail, and a strong passion for marketing.

Edward Jones – Wealth Management Enablement and Activation Leader – Mississauga, ON

Company: Edward Jones

Location: Mississauga, ON

Expected salary:

Job date: Sun, 24 Nov 2024 23:38:28 GMT

Job description: RecruiterKristy GilmoreOpportunity OverviewAt Edward Jones we are evolving toward offering more comprehensive advice and planning to our ideal and prospective ideal clients. With this move we are expanding our advice and planning offerings. The leader of the adoption team will guide stakeholders along this transformation from current state to full financial planning. This involves developing the strategy and tactics required to bring stakeholders along this growth journey as we expand our wealth management tools and resources to enable our field to provide an enhanced and expanded client experience (including, but not limited to financial planning, products and solutions, fee-based programs, banking solutions, insurance, Conquest, etc.).The Wealth Management Enablement and Activation leader will proactively lead the firms transformation to Wealth Management and Financial Planning. They will co-create strategy and development of face to face, virtual, online and other modes of adoption for branch teams and Home Office teams and associates on the what and how of financial planning and wealth management (inclusive of all Advice, Planning, Products and Solutions, including CAP, Banking Solutions, Protection, Conquest, Salesforce, Voice of the client and other firm priorities). They will lead a team that participates, supports and leads as subject matter expert on all existing and developing financial planning tools and resources. This team will be the primary capability driving adoption and enablement of wealth management for home office and field to grow client impact.Position TypeHome Office – CanadaPosition ScheduleFull-TimeCompany DescriptionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 .¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.External Flexible Work Option(s)Hybrid, RemoteAwards and AccoladesAt 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:Check out our Canadian awards and accolades:Position Requirements

  • Bachelor’s degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.
  • CFP required
  • LLQP required
  • 6 or more years of significant industry experience; leadership experience preferred
  • Technical knowledge of tools and capabilities (Conquest, CAP, etc)
  • Industry knowledge including financial planning and wealth management acumen
  • Broad knowledge of behavioral finance
  • Ability to navigate working across teams and functions
  • Must have strong critical thinking, problem-solving, and decision making and collaboration skills.
  • Must be able to provide guidance and direction and demonstrate an ability to influence key decisions.
  • Ability to interpret and convey complex issues and solutions in a persuasive and informative manner.

Salary InformationAt 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.