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Strategy and Planning Analyst

Location: Saint Charles
Posted on: May 12, 2022

Job Description:

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 15,000 branch offices where our more than 7 million clients live and work. In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors. Edward Jones, founded in 1922, is dedicated to helping the serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions. The Investment Advisory Strategic Initiatives team at Edward Jones, which is part of the Client Strategies Group, is responsible for leading the interaction within the strategic programs operating model and consolidating the strategy across the Investment Advisory business. We must have a dedicated focus on the capabilities needed for the future while operating our current business (current advisory programs and proprietary asset management) with excellence. The Client Strategies Group helps ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm's investment philosophy and solutions-based advice and guidance. In addition, the group drives innovation that will enhance products, services, processes and systems to meet our current and future client needs. These areas 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. Bachelor's degree required. 3-5 years financial services, product management, or strategic planning/consulting experience preferred. Progress toward a Master's degree or additional financial license/certification preferred (CFA, CFP, CIMA, etc.) Series 7 and 66 required within 6 months of hir e Qualifications for the Ideal Candidate : Strong client focus and the ability to think in terms of the client experience and perspective. Ability to collaborate with and influence others to gain consensus and alignment in order to drive change. Tolerance for ambiguity in a fast-changing environment. Strong conceptual and analytical skills. Brings solutions instead of problems by challenging the status quo. Curious and inquisitive about new ideas and trends. Ability to exercise good judgment to identify, prioritize and resolve complex problems. Solid organizational, time management, and project management skills to be able to meet or exceed deadlines. Strong working knowledge of advisory programs, systems, tools, and workflow is a plus. 2021 FORTUNE 100 Best Companies to Work For-- By Great Place to Work-- and FORTUNE Magazine --- Edward Jones was named No. 20 on the list. From FORTUNE --2021 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. 2021 Corporate Equality Index --- Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation---s 19th annual scorecard on LGBTQ workplace equality. From The Human Rights Campaign. All Rights Reserved 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list. J.D. Power, 2021 --- Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study. Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors--- satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information. 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: Salary: $66379 - $109459 Category: Headquarters

Keywords: EDWARD JONES, Elgin , Strategy and Planning Analyst, Professions , Saint Charles, Illinois

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