Senior Analyst

Edward Jones; Tempe (AZ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision insurance

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Partner Consultant to work with Financial Advisors and branch teams to optimize partner relationships and teaming opportunities. You will advise on retirement planning, compensation strategy, and educational needs while developing materials and webinars to elevate understanding of FA Teaming.

The role requires a Bachelor’s degree in Accounting or Finance, 2–6 years of applicable experience, and strong communication, analytical, and organizational skills.

Qualifications

• Bachelor's degree required with emphasis in Accounting or Finance strongly preferred; business degree acceptable.
• 2-6 years of relevant work experience (customer service, accounting, financial services, or Edward Jones experience).
• Strong understanding of the financial services industry, including business models and compensation structures.
• Excellent communication and presentation skills with the ability to simplify complexity and deliver clear messages.
• Excellent analytical, problem solving and critical thinking skills.
• Capable of assisting the leader in managing workflow and can act in a leadership capacity in the absence of a leader.
• Experience balancing multiple priorities in a fast paced, consultative environment.
• Strong organizational and time management skills.

Responsibilities

• Consult with individual FAs and FA teams to help them make business decisions about partner relationships and practice.
• Identify policy, education and program opportunities for partner models and FA teaming.
• Lead consultations with FAs delivering customized models for informed teaming decisions.
• Conduct structured discovery to assess FA and FA team dynamics.
• Create education materials and host webinars to raise understanding of FA Teaming.
• Build relationships with Financial Advisors as a trusted consultant.
• Research questions with depth and research various sources to resolve complex needs.

Skills

Strong communication

Presentation skills

Analytical thinking

Problem solving

Leadership

Time management

Discretion/confidentiality

Education

Bachelor's degree in Accounting or Finance

CPA or equivalent (CA/CGA/CMA) or working towards

Job description

This job posting is anticipated to remain open for 30 days, from 22-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.

Overview:

The Partner Consultation Group focuses on maximizing the value to each partner type at Edward Jones by providing both proactive and reactive support, guidance and education. You will be at the forefront of transforming wealth management practices—bringing a strategic, forward thinking mindset as you partner directly with branch teams to unlock growth in order to build enduring, high performing practices.

As a Partner Consultant, you will be responsible for consulting with individual FAs and FA teams in order to help them feel confident to make business decisions about their partner relationship with the firm and business decisions about their practice. Additionally, you will play an integral role in identifying policy, education and program opportunities for partner models and FA teaming.

The Partnership Consultant will:

• Support escalated and complex situations regarding any of the partner types which may include delivering sensitive messages and guidance about:
  • Retirement/Succession planning
  • FA teaming compensation strategy
  • Partner earnings
  • Retirement savings options
  • Tax planning
  • Eligibility for offerings
• Lead consultations with FAs delivering customized models to help the FAs to make informed decisions regarding the FA Teaming opportunity
• Conduct structured discovery to assess FA and FA team dynamics
• Use complex problem-solving and critical thinking skills to resolve situations
• Strive to continually build and deepen their business acumen/knowledge of each of the partner types in order to be a subject matter expert.
• Create education and communication material to raise the level of understanding of FA Teaming. Partnership Consultants will create and host webinars.
• Build strong relationships with Financial Advisors to be seen as a trusted consultant to our partners
• Draw information from multiple sources to identify, analyze, and resolve complex needs.
• Keep up to date on changes in tax laws, partnership agreements, processes or information necessary to provide accurate advice and guidance
• Identify trends, insights and needs of partners, proposing solutions and implementing changes.
• Act as a resource for other associates.
• Act as a trainer for new associates by building and maintaining the training material and topical resources.
• Utilize in-depth knowledge of department topics to research questions which vary in detail and level of complexity.
• Deliver consistent, high quality consulting experiences while continuously refining approaches and building expertise.

What you’ll need:

• A Bachelor's Degree is required with an emphasis in Accounting or Finance strongly preferred. A Business degree is acceptable. CPA or international country equivalent (CA, CGA, or CMA) or working towards designation is a plus.
• 2-6 years of relevant work experience is required (Customer service, accounting, financial services industry, or Edward Jones experience).
• Strong understanding of the financial services industry, including business models and compensation structures.
• Strong communication and presentation skills, with the ability to simplify complexity and deliver clear, impactful messages
  • High level of discretion, judgement and professionalism.
• Excellent analytical, problem solving and critical thinking skills
• Capable of assisting the leader in managing workflow and can act in a leadership capacity in the absence of a leader
• Experience balancing multiple priorities in a fast paced, consultative environment.
• Strong organizational and time management skills are required.
• Confidentiality: Ability to keep personal information (compensation, benefits, personal considerations, etc.) confidential.

What could set you apart:

• Strong facilitation and consulting skills
• Prior experience working in or consulting for wealth management practice

Please note: Associate's working hours should align to 8 am to 5 pm central time.

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.