- Finance, Accounting, or Economics Bachelor's degree and/or MBA preferred
- CFP designation or actively pursuing consistent with department policy
- Series 7/66 within six months of hire, consistent with department policy
- 7+ years' experience as an analyst making recommendations in a related field or extensive industry experience.
- Expert knowledge of retirement regulations and rules.
- Proficient knowledge of financial planning concepts and strategies. Knowledge of economic, statistical and investment concepts preferred.
- Demonstrated success as an analyst in areas of high complexity.
- Capable of determining the appropriateness of strategies by making use of sources such as government reports, trade journals, technical periodicals, and firm data.
- Experience preparing research reports for financial planning or investment topics.
- Experience developing and communicating decision-making frameworks.
- Strong understanding (or expectation of developing a strong understanding) of the Edward Jones investment philosophy and business model.
-
Financial Advisor
3 weeks ago
Spectrum Dynamics New Hampshire, United StatesWith nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and a specialist in insurance and retirement planning. · Join a community where collaboration is valued – and has been for 100 years ...
-
beBee Handyman Manchester, IL, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Manchester, IL:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Mid-level · What is your annual inc ...
-
Financial Advisor
2 weeks ago
Edward Jones Manchester, United StatesJob Overview · The Client Needs Research Team within Advice & Guidance (A&G) is seeking a talented and experienced Senior Analyst, Retirement to conduct rigorous and thorough quantitative and qualitative analysis focused on retirement savings and income strategies. The role will ...
-
Financial Advisor
2 weeks ago
Edward Jones Manchester, United StatesWant 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 e ...
-
Financial Advisor
2 weeks ago
Edward Jones Manchester, United StatesJob Overview · Job Summary: · The Financial Crimes Director will serve as the senior leader responsible for the Advisory, Oversight, and Suspicious Activity Reporting ("SARs") team. He/she will be responsible to develop, implement and administer the internal controls in support o ...
-
Financial Solutions Advisor
1 week ago
Bank of America Loveland, United StatesFinancial Solutions Advisor - Consumer Investments - Loveland Financial Center · Loveland, Ohio · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how w ...
-
Main Street Banking Relationship Manager
1 week ago
Bangor Savings Bank Manchester, United StatesWHAT YOU'LL DO: Be a sales leader on a team seeking to provide the world's best customer experience. Help customers and contribute to the growth of the bank by identifying financial needs and offering appropriate products or services. Primary emphasis is on growing new business l ...
-
Communications Business Partner
2 weeks ago
BAE Systems Manchester, United StatesYou don't see it, but it's there. Our employees work on the world's most advanced electronics - from saving emissions in the City of Lights to powering the Mars Rover to protecting the F- 35 fighter jet. At Electronic Systems you'll be among the brightest minds, working on the ae ...
-
Accounting Manager for company
2 weeks ago
beBee Handyman Manchester, OH, United States FreelanceWe are a small transportation company based in Manchester, OH and we are in need of someone to handle our tax and social security management.Client profile in need of accounting advisor · Company (LLC) · What sector is the business or activity in? · Sales and marketing · What are ...
-
Financial Representative
3 days ago
Northwestern Mutual Manchester, United States**GET MORE OUT OF YOUR CAREER** · Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. · **FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL** · Are you looking for more fulfillment from your care ...
-
Financial Representative
3 days ago
Northwestern Mutual Manchester, United States**GET MORE OUT OF YOUR CAREER** · Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. · **FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL** · Are you looking for more fulfillment from your care ...
-
Financial Sales Representative
3 days ago
Northwestern Mutual Manchester, United StatesFinancial Representatives at Northwestern Mutual in Manchester, NH help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from ou ...
-
Roofing Advisor
2 weeks ago
Master Roofers Manchester, United StatesMaster Roofers offers residential and commercial new roof installations, roof replacement, roof repairs, skylight & sun tunnel installations, as well as gutters and all metal work. Founded in 1942 our quality first commitment, honest approach, experienced team, and fast dependabl ...
-
Private Client Relationship Manager
3 weeks ago
Citizens Bank Manchester, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending a ...
-
Private Client Relationship Manager
3 weeks ago
Citizens Manchester, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...
-
Private Client Relationship Manager
3 weeks ago
CFA Institute Manchester, United StatesYou will need to login · before you can apply for a job. · Private Client Relationship Manager - Goffstown, NH · Description · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changin ...
-
Roofing Advisor
2 weeks ago
Master Roofers Manchester, United StatesJob Description · Job DescriptionMaster Roofers offers residential and commercial new roof installations, roof replacement, roof repairs, skylight & sun tunnel installations, as well as gutters and all metal work. Founded in 1942 our quality first commitment, honest approach, exp ...
-
Roofing Advisor
2 weeks ago
Master Roofers Manchester, United StatesJob Description · Job DescriptionMaster Roofers offers residential and commercial new roof installations, roof replacement, roof repairs, skylight & sun tunnel installations, as well as gutters and all metal work. Founded in 1942 our quality first commitment, honest approach, exp ...
-
Roofing Advisor
2 weeks ago
Master Roofers Manchester, United States Full timeMaster Roofers offers residential and commercial new roof installations, roof replacement, roof repairs, skylight & sun tunnel installations, as well as gutters and all metal work. Founded in 1942 our quality first commitment, honest approach, experienced team, and fast dependabl ...
-
Roofing Advisor
3 weeks ago
Master Roofers Manchester, United StatesMaster Roofers offers residential and commercial new roof installations, roof replacement, roof repairs, skylight & sun tunnel installations, as well as gutters and all metal work. Founded in 1942 our quality first commitment, honest approach, experienced team, and fast dependabl ...
Financial Advisor - Manchester, United States - Edward Jones
Description
Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
The Client Needs Research Team within Advice & Guidance (A&G) is seeking a talented and experienced Senior Analyst, Retirement to conduct rigorous and thorough quantitative and qualitative analysis focused on retirement savings and income strategies. The role will include creating and representing the firm's advice & guidance to a variety of stakeholders within the firm and externally to help our clients reach their financial goals.
The Client Needs Research team is responsible for developing and communicating the firm's advice and guidance regarding financial planning strategies as part of the firm's Wealth Management Advice and Solutions (WMAS). The WMAS division drives innovation to ensure our branch teams and clients have access to high-quality products, services, and experiences that meet our current and future client needs. Both the Client Needs Research team and larger WMAS division 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.
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:
Hiring Minimum: $136571
Hiring Maximum: $232541
Skills/Requirements
Awards & Accolades
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
About Us
Join 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 Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. 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.
