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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team’s ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

Product Review’s mission is to help clients achieve their financial goals by ensuring the products the firm offers align with our investment philosophy. Established in 1984, the department executes on this mission by reviewing, approving, and monitoring all types of investments and solutions broadly marketed by Edward Jones.

Product Review is organized in four specialized teams covering investments and solutions such as mutual funds and ETFs, insurance and annuities, stocks and bonds, and retirement and education. It performs its functions independently within the firm by reporting only to the firm’s managing partner.

Qualifications Required in the Job:

• Accounting, Finance or Economics Bachelor’s degree and/or a Master’s degree in a related field preferred
• CFA or sit for CFA exam within one year of hire.
• Series 7/66 or their equivalency required or attainable within one year of hire.

• Solid understanding of Microsoft Office including Excel, Word and PowerPoint.
• Good communication skills.

Minimum Experience Required

• 1-2 years of experience in related field preferred

Depth of knowledge of principles and practices of a specific field of specialization:

• Solid knowledge of economic, statistical and investment concepts.
• Proficiency in financial modeling and using spreadsheets, data tools, and financial databases (Bloomberg, FactSet etc.).
• Willingness to become a continuous student of industry, product, and firm landscapes and concepts.
• Develop an understanding of:
• How to read highly technical and/or legal language.
• Product Review’s role as the informed buyer for the client, and how product decisions contribute to providing complete wealth management for clients.
• Edward Jones investment philosophy and firm business model.
• Financial statements
• Ability to:
• Locate and sort through various information sources to identify relevant information needed to make an investment decision.
• Prepare reports, statistical data and recommendations for use in the formulation of investment decisions, processes or tools.
• Represent Edward Jones by accompanying analysts on meetings for purposes of investment analysis.
• Strong written and verbal communication skills for preparing and presenting preliminary analysis to team as well as responding to requests from branch teams.
• Strong interpersonal skills are necessary to express ideas and results of analysis to team.

Problem Solving:

• Strong critical thinking skills necessary. Ability to assist in the solving of complex, non-routine problems. Requires extensive fact-finding.
• Ability to interpret financial results and various financial ratios.

• FORTUNE 2020 – Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list.
  • From FORTUNE ©2020 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.
• Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
• 2020 Corporate Equality Index – Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
• Edward Jones named a top company for training, ranking No. 25 on Training magazine’s 2020 Training Top 125 list – the highest ranking among the financial-services industry!
• Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
  • The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified™ organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm’s 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

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.