Advising Specialist I- Financial Planning Capabilities
Edward Jones is a Fortune 500 financial services firm dedicated to improving the lives of clients and colleagues. The Advising Specialist I role focuses on serving as a technical and practical subject matter expert in financial planning and advice, ensuring the integrity of the firm's Advice & Guidance while collaborating with various stakeholders to enhance client experiences. Responsibilities The Advising Specialist serves as a technical and practical subject matter expert for the Financial Planning and Advice area. Much of this work requires a broad and deep understanding of the firm's Advice & Guidance while bringing it to life in branch desktop tools and capabilities Apply firm's A&G across all of Edward Jones systems and tools by updating and applying our A&G (e.g. CMAs, white papers, strategy reports, diagnostics, portfolio construction, etc.) through all firm delivery channels for intermediate level projects Evaluate the firm's A&G content to ensure consistency and alignment with oversight Ensure that development work maximizes value and is aligned with overall firm strategy and A&G Work with agile and non-agile development, design, data, business stakeholders, and vendors to create and deliver products to end users Apply agile methods and processes to promote frequent inspection and adaptation of work priorities Partner with vendors and digital teams to define product needs and set priorities Collaborate with key stakeholders as the A&G representative throughout the life cycle of projects, including planning, design and implementation for intermediate level projects Serve as a representative for key stakeholders (Training, Service, CSG) and branch teams to ensure the integrity of the A&G is upheld through application and messaging Work in partnership with other firm areas (Service, Field Supervision, Compliance, Legal, Operations) to solve issues that arise regarding application of firm A&G that are less complex For less complex A&G topics, production issues and/or branch team escalations, coordinate needed expertise from other A&G units Skills Bachelor's degree; 1-2 years of relevant financial services experience Series 7/66 required within 6 months of hire, consistent with department policy Begin pursuing CFA or CFP within six months Technical aptitude -knowledge of the following: firm's A&G, investment products, portfolio construction, or one of the financial planning concepts Exposure to at least one of the following - foundational knowledge of investments, financial planning, financial planning topical area, financial planning tool(s) Knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other related tools Basic skills in some of the following areas: Systems Thinking, Planning and Organizing, Project management, Verbal and written communication Benefits Medical and prescription drug Dental Vision Voluntary benefits (such as accident, hospital indemnity, and critical illness) Short- and long-term disability Basic life Basic AD&D coverage 401k retirement plan Tax-advantaged accounts: health savings account, and flexible spending account Ten paid holidays 15 days of vacation for new associates beginning on January 1 of each year Sick time Personal days A paid day for volunteerism Bonuses and profit sharing Employee Assistance Program Company Overview Edward Jones provides personalized investment advisory, brokerage, and management services. It was founded in 1922, and is headquartered in St Louis, Missouri, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship Edward Jones has a track record of offering H1B sponsorships, with 2 in 2022, 6 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.