Data Advisor II

EDWARD JONES; Missouri; Hybrid; USD 100,000 - 140,000; Full time

Job summary

Edward Jones in Missouri seeks a qualified professional to analyze financial data and optimize operational workflows using SQL, Power BI, and Power Automate. The role emphasizes complex systems within Operations and industry knowledge in financial services. This is a hybrid, full-time position with on-site days as described.

Applicants should have 4+ years of financial services experience and a strong grounding in data analysis. Opportunity to impact clients and colleagues across the U.S.

Qualifications

• Bachelor's degree or relevant work experience preferred.
• 4+ years of experience in a financial services environment (or equivalent) required.
• Knowledge of complex systems and interdependencies within Operations.
• Industry knowledge related to products, services, and processes.
• Experience with SQL, database querying tools, data analysis, or reporting tools preferred.
• Experience leveraging Microsoft Power Platform tools, including Power BI and Power Automate, to deliver insights and automate workflows for financial and securities data.

Skills

Financial services experience

Complex systems

Operations knowledge

Industry knowledge

SQL

Data analysis

Education

Bachelor's degree or relevant work experience

Tools

Power BI

Power Automate

Job description

Position Requirements

What Experience You Need:

• A Bachelor's degree or relevant work experience is preferred.
• 4+ years of experience in a financial services environment (or equivalent) required.
• Knowledge of complex systems and system interdependencies within Operations.
• Industry knowledge and skills as it relates to products, services, and processes.
• Experience with SQL, database querying tools, data analysis, or reporting tools preferred.
• Experience leveraging Microsoft Power Platform tools, including Power BI and Power Automate, to deliver insights and automate workflows for financial and securities data.

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.

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.
Fortune 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 Schedule

Full-Time

Posting Location

Missouri, St. Louis

External Work Arrangements

Campus-Based

Position Type

Home Office

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.

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.

Country

United States

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