Hybrid Financial Planning Tools Specialist

Edward Jones; St. Louis (MO); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

401k retirement plan

Health benefits

Paid holidays

Vacation and sick leave

Job summary

Edward Jones is seeking an Advising Specialist to lead the Financial Planning and Advice area within the firm’s tools and capabilities. The role involves applying A&G across systems, collaborating with stakeholders, and guiding mid‑level projects from planning through implementation.

The position emphasizes cross‑functional teamwork, agile practices, and alignment with firm strategy, with a focus on delivering enhanced client experiences through robust planning capabilities.

Qualifications

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

Responsibilities

• Serve as a technical and practical SME for Financial Planning and Advice.
• Apply firm's A&G across all systems and tools for intermediate projects.
• Evaluate A&G content for consistency and alignment.
• Ensure development work maximizes value and aligns with firm strategy.
• Work with agile and non‑agile teams to deliver products to end users.
• Apply agile methods to promote inspection and adaptation of work priorities.
• Partner with vendors and digital teams to define product needs and priorities.
• Collaborate with stakeholders as the A&G representative through project life cycles.

Skills

Financial planning

A&G knowledge

Agile methods

Stakeholder collaboration

Technical aptitude

Education

Bachelor's degree

Tools

JonesLink

Financial Foundation

Portfolio Tool

Diagnostics

Job description

Edward Jones is seeking an Advising Specialist to lead the Financial Planning and Advice area within the firm’s tools and capabilities. The role involves applying A&G across systems, collaborating with stakeholders, and guiding mid‑level projects from planning through implementation.

The position emphasizes cross‑functional teamwork, agile practices, and alignment with firm strategy, with a focus on delivering enhanced client experiences through robust planning capabilities.