Advising Specialist II- Financial Planning Capabilities

Edward Jones; Tempe (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Bonuses

Profit sharing

401k retirement plan

Paid holidays

Vacation days

Job summary

Edward Jones in Tempe, AZ seeks an Advising Specialist II to act as a technical SME for Financial Planning and Advice & Guidance. You will collaborate with stakeholders and branch teams to ensure the integrity of A&G across systems and messaging, and you will document requirements and coordinate with digital teams.

The role requires a Bachelor's degree, 3+ years in financial services, and Series 7/66 within 6 months; CFP is preferred.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant financial services experience.
• Series 7/66 required within 6 months of hire.
• CFP strongly preferred or start within 6 months of hire.
• Deep SME in at least one of the following areas: investments, financial planning, planning tools.
• Intermediate skills in Systems Thinking, Planning and Organizing, Relationship building, Collaboration, Critical thinking, Problem solving, Project management, and verbal/written communication.

Responsibilities

• Collaborate with key stakeholders as the Financial Planning capability and A&G SME throughout project life cycles (planning, design, implementation).
• Serve as SME for Training, Service, Enablement and branch teams to ensure integrity of A&G in systems and messaging.
• Document business requirements and partner with digital teams on execution, validation, testing, and user acceptance.
• Coordinate needed expertise from other A&G units for intermediate issues, including production issues and escalations.
• Monitor industry trends, competitors and regulatory changes and assess impact on business, messaging and A&G.
• Achieve results with and through others across multiple teams.

Skills

Systems Thinking

Planning & Organizing

Relationship Building

Collaboration

Critical Thinking

Problem Solving

Project Management

Verbal & Written Communication

Education

Bachelor's degree

Series 7/66 within 6 months

CFP preferred

Job description

This job posting is anticipated to remain open for 30 days, from 31-Jul-2026. The posting may close early due to the volume of applicants.

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.

Team Overview

The Wealth Management and Practice Management Division 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 clients' 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.

The Advising Specialist II serves as a technical subject matter expert for the Financial Planning and Advice & Guidance area. Much of this work requires a broad and deep understanding of the firm's A&G, systems and tools, financial planning principles, and the branch and client experience – in order to represent the integrity of A&G throughout the firm. This role requires informal people leadership through large firm initiatives and formal thought leadership.

What You Will Do

• Collaborate with key stakeholders as the Financial Planning capability and A&G SME throughout the life cycle of projects, including planning, design and implementation for intermediate level projects.
• Serve as a SME for key stakeholders (Training, Service, Enablement) and branch teams to ensure the application of Financial Planning capabilities and integrity of the A&G is upheld through application and messaging.
• Document business requirements and partner with digital teams on execution, including refinement, user platform validation, user acceptance testing, and occasional implementation night testing.
• Work in partnership with other firm areas (Service, Field Supervision, Compliance, Legal, Operations) to problem‑solve issues that arise regarding application of financial planning and firm A&G in our systems and tools.
• For financial planning and A&G topics, production issues and/or branch team escalations, coordinate needed expertise from other A&G units for intermediate level issues.
• Monitor industry trends, competitors and regulatory changes. Assess how those trends impact our business, messaging and the application of our A&G.
• Achieve results with and through others, within and across multiple teams.

What Experience You Need

• Bachelor's degree required
• 3+ years of relevant financial services experience
• Series 7/66 required within 6 months of hire, consistent with department policy
• CFP strongly preferred or start within 6 months of hire.
• Deep SME in at least one of the following and/or broad exposure and understanding of all of the following –foundational knowledge of investments, financial planning, financial planning topical area, financial planning tools
• Intermediate skills in some of the following areas: Systems Thinking, Planning and Organizing, Relationship building, Collaboration, Critical thinking, Problem solving, Project management, Verbal and written communication
• Knowledge of the following: firm Advice & Guidance, firm systems and tools, investment products, portfolio construction, or one of the financial planning concepts.

What Could Set You Apart

• CFP, CFA, CPA, law degree or other relevant designation
• Advanced knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, JonesLink and other related tools
• Advanced knowledge of Microsoft Office suite

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.

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

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.

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.