Financial Planning Tools Specialist

Edward Jones; Tempe (AZ); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Edward Jones in Tempe, AZ seeks an Advising Specialist to support Financial Planning Tools & Capabilities and empower branch teams to deliver premium client experiences.

The role requires applying Advice & Guidance across systems, collaborating with stakeholders and vendors, and aligning work with firm strategy. A Bachelor's degree and 1–2 years in financial services are expected, with Series 7/66 within 6 months.

Qualifications

• Bachelor's degree required; 1-2 years of financial services experience.
• Series 7/66 required within 6 months of hire.
• Begin pursuing CFA or CFP within six months.
• Technical aptitude and knowledge of A&G, investments and portfolio construction.

Responsibilities

• Serve as SME for Financial Planning and Advice in branch tools and capabilities.
• Apply firm's A&G across Edward Jones systems and tools for projects.
• Collaborate with stakeholders and vendors to deliver products to end users.
• Work with agile and non‑agile teams to align priorities and value.

Skills

Technical aptitude

Financial planning concepts

Verbal and written communication

Education

Bachelor's degree

Series 7/66 within 6 months

Tools

Edward Jones tools

Job description

Edward Jones in Tempe, AZ seeks an Advising Specialist to support Financial Planning Tools & Capabilities and empower branch teams to deliver premium client experiences.

The role requires applying Advice & Guidance across systems, collaborating with stakeholders and vendors, and aligning work with firm strategy. A Bachelor's degree and 1–2 years in financial services are expected, with Series 7/66 within 6 months.