Financial Planning Tools Specialist I

Edward Jones; St. Louis (MO); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Edward Jones is seeking an Advising Specialist to serve as a technical and practical SME for Financial Planning and Advice, helping branch teams deliver premium client experiences. You will collaborate with agile and non‑agile teams, apply A&G standards across tools, and work with stakeholders to define product needs and priorities, contributing to innovative financial planning capabilities.

The role supports hybrid work arrangements and offers opportunities to impact client planning tools and

Qualifications

• 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 firm\'s A&G, investment products, portfolio construction, or one of the financial planning concepts.

Responsibilities

• The Advising Specialist serves as a technical and practical subject matter expert for the Financial Planning and Advice area.
• Apply firm’s A&G across all firm delivery channels for intermediate level projects (e.g., CMAs, white papers, strategy reports, diagnostics, portfolio construction).
• 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.

Skills

Technical aptitude

Education

Bachelor's degree

Tools

JonesLink

Portfolio

Proposal Tool

Financial Foundation

Job description

Edward Jones is seeking an Advising Specialist to serve as a technical and practical SME for Financial Planning and Advice, helping branch teams deliver premium client experiences. You will collaborate with agile and non‑agile teams, apply A&G standards across tools, and work with stakeholders to define product needs and priorities, contributing to innovative financial planning capabilities.

The role supports hybrid work arrangements and offers opportunities to impact client planning tools and