About this role
Product Analyst I - Investment Advisory
Opportunity Overview: As a Product Analyst I, you assist in platform management activities for the firm's managed account offerings. You'll have an opportunity to build and maintain a strong network of business partners, and partner with them on challenges, opportunities and solutions. You’ll participate in cross-functional teams of colleagues from Advice & Guidance, Operations, Service, Legal & Compliance, Field Supervision, and Technology. Your responsibilities will include helping to build and execute plans to deliver advisory program enhancements; all while managing the day-to-day needs of the advisory platform.
What You Will Do: • Data gathering and report creation to help inform strategic business decisions. • Execution of advisory program policies and procedures. • This role will also provide the opportunity to learn about our programs, systems, tools, and workflow as you gain subject matter expertise in advisory platform management.
EEO Statement: 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.
Company Description: Join 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 Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and 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
Position Requirements: What Experience You Need:
• Bachelor's degree required. • 1-3 years financial services, product management, or strategic planning/consulting experience preferred. • SIE, Series 7 Top-Off, and 66 licenses required within 12 months of hire
What Could Set You Apart: • Strong client focus and the ability to think in terms of the client experience and perspective. • Internally driven with the ability to think clearly and form a point of view. • Curious and inquisitive about new ideas and trends. • Ability to collaborate with and influence others to gain consensus and alignment. • Strong conceptual and analytical skills. • Strong written and verbal communications skills. • Ability to exercise good judgment to identify, prioritize and resolve basic, routine problems.
**Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Salary Information: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.