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.

This Product Analyst position supports the Protection Products team in executing the firm’s Insurance strategy to ensure branch teams have quality products, processes, and support needed to help clients achieve their financial goals.

Responsibility Summary :

• Support the team in executing the firm’s Insurance product strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals.
• Gather data and insights and prepare foundational analysis and reports that inform the design and development of innovative products.
• Support product partner relationship management in order to:
  • Assist team members in the ongoing management and maintenance of the product portfolio for the firm. Execute decisions to add / remove / change products or product partners as needed.
  • Execute business plans that align with firm strategic direction.
  • Review and assess product literature and wholesaling support for effectiveness (quantity and quality), alignment with key firm messages and compliance.
  • Participate in the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience.
  • Work with team members to resolve product partner issues when they occur.

Develop subject matter expertise for Insurance products. Includes general knowledge of product partner products, features, benefits, pricing, etc. and their relative positioning in the marketplace.

Qualifications Required in the Job:
Education/Certification:
Bachelor’s degree required with quantitative discipline preferred (e.g. finance, economics, accounting, math, engineering, actuarial science, etc.).
Series 7, 66, and State life/health license required within 12 months of hire.
Progress or willingness to pursue advanced degree or relevant industry designation(s), preferred.Years of Experience:
Generally 2-3 years of relevant financial services experience, Insurance experience preferred.Functional Knowledge:

• Technical aptitude, critical thinking and analytical skills
• Ability to collaborate
• Solid written and verbal communication
• General proficiency with systems and tools such as MS Office, Tableau and databases

• 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: