Wealth Investment Analyst: Mutual Funds & Solutions

Edward Jones; Tempe (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, prescription drugs

Dental and vision insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking an experienced investment professional to identify, evaluate, and oversee investment solutions aligned with our philosophy and objectives. You will contribute to portfolio construction, due diligence, and solution oversight to help clients achieve financial goals while supporting business outcomes.

Required qualifications include a Bachelor's degree and 2+ years of experience, as well as Series 7/66 licenses and CFA designation per policy. Candidates near Tempe, AZ or St.

Qualifications

• Bachelor's degree in a relevant field (finance, economics, or related)
• 2+ years of industry experience preferred
• Series 7 and Series 66 licenses required per department policy or within timelines
• CFA designation required per department policy

Responsibilities

• Evaluate, recommend, and monitor investment solutions across asset classes, including equity strategies
• Conduct investment due diligence and ongoing oversight across ETFs, mutual funds, and SMAs
• Translate complex investment analysis into clear, actionable recommendations for stakeholders
• Communicate portfolio implications, investment rationale, and market developments to support decisions
• Partner with stakeholders across the firm to align investment solutions with client and business objectives
• Mentor and support team members, promoting collaboration and continuous learning
• Contribute to enhancement of investment processes and frameworks through market insights

Skills

Investment due diligence

Portfolio construction

Stakeholder communication

Mentoring

Education

Bachelor's degree in finance or related field

Job description

Edward Jones is seeking an experienced investment professional to identify, evaluate, and oversee investment solutions aligned with our philosophy and objectives. You will contribute to portfolio construction, due diligence, and solution oversight to help clients achieve financial goals while supporting business outcomes.

Required qualifications include a Bachelor's degree and 2+ years of experience, as well as Series 7/66 licenses and CFA designation per policy. Candidates near Tempe, AZ or St.