Jobs at EDWARD JONES
341,113 open positions
EDWARD JONES is a global investment firm that blends financial expertise with cutting‑edge technology. The firm is recognized for its data‑driven wealth‑management platform, which uses advanced analytics to deliver personalized investment advice to millions of clients worldwide.
Typical openings include software engineers building secure trading APIs, data scientists developing predictive models for market trends, cybersecurity analysts protecting sensitive client data, and UX designers crafting intuitive dashboards for advisors and retail users. Candidates can expect rigorous technical assessments, collaborative sprint cycles, and a clear career ladder that emphasizes both financial acumen and coding proficiency.
By reviewing EDWARD JONES listings on Job Transparency, you gain instant access to verified salary ranges, benefit summaries, and employee sentiment scores. This data allows you to compare offers, negotiate confidently, and identify roles that align with your compensation expectations and work‑life priorities.
Digital Product Owner I
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 16, 2024
Edward Jones, a Fortune 500 company, is seeking a Digital Product Owner to support their agile team. The role involves leading a multi-disciplinary product team, aligning strategy to execution, and managing system plans. The company is investing in new technology platforms to improve client experience and is partnering with Envestnet MoneyGuide for digital transformation. The ideal candidate should have a Bachelor's degree in a relevant field, 5+ years of related experience, and exceptional communication skills.
Business Development Specialist - Scottsdale
Company: Brighton Jones
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Mar 15, 2024
<p>Are you ready to make a positive impact on clients colleagues and the global community Do you value commitment curiosity continuous growth compassion community and collaboration<p> <p><br ><p> <p>Join us at Brighton Jones our purpose is to make the world a better place through our clients living richer lives We are the largest RIA in the Pacific Northwest headquartered in Seattle with offices nationwide From the very start we have been an awardwinning organization from countless Best Places to Work awards including Seattle Business Magazines Best Companies to Work for 15 years in a row to national and regional Community Impact awards we pride ourselves in our culture and giving back to our community We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth passions and purpose so they can pursue a happier healthier and more fulfilling life<p> <p><br ><p> <p>Our teambased clientcentric approach has fueled our growth over the last 20+ years and were now 250 teammates strong and growing serving more than 4000 clients and advising on over $19 billion+ in assets Every teammate has a path to ownership in the firm Were looking for driven individuals who bring a How can I help attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues Join our OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive<p> <p><br ><p> <p>Take our Values in Action SelfAssessment to see how our values align <p> <p><b>Your Role<b> <p><ul><li>Own the prospect journey eventually prequalifying prospects pipeline integrity assist the team with collection and entry of prospective client information attach relevant notes schedule meetings and assign tasks and create service agreements leveraging Salesforce<li> <li>Create and update business development proposals and presentation materials <li> <li>Provide calendar management and scheduling support as it relates to business development for the team<li> <li>Provide recurring operations sales support and analysis such as developing reports dashboards and ad hoc sales reporting<li> <li>Attend and participate in sales team meetings<li> <li>Coordinate regular weekly or monthly reporting on performance against target as well as activity reports<li> <li>Assist with the coordination and execution of business development events<li> <li>Collaborate with Business Development team members across the country and share best practices with the local team <li> <li>Collaborate with multiple departments for the creation of prospectfacing materials<li> <li>Conduct prospect research using various sources LinkedIn as an example <li> <li>Assist in other special projects as needed <li> <li>This role is an inoffice fulltime and exempt position We are a work from office culture with lots of flexibility<li> <ul><p><b>Your Experience<b> <p><ul><li>Undergraduate degree required Marketing or Business degree preferred<li> <li>Minimum of 3 years professional experience in sales marketing andor sales operations support preferred<li> <li>Commitment to excellence attention to detail strong organizational and communication skills <li> <li>Positive attitude versatility and willingness to work within constantly changing priorities<li> <li>Proven ability to handle multiple projects at the same time while meeting deadlines<li> <li>Selfmotivated starter with the ability to work independently and inside of a team environment <li> <li>Proficient in Excel PowerPoint amp MS Suite<li> <li>Experience interacting with external prospects and supporting internal teammates <li> <ul><p> <p><p><b>Our Company<b><p> <p><span> <span><p> <p>Our OneTeam feels a sense of connection pride and ownership with our mission vision values and objectives We are committed to building a business where 100 of our team members genuinely love where they work and are supported by their colleagues We do this through building authentic relationships with one another supporting each other to continuously learn and grow working hard while having lots of fun and giving back to our community<p> <p><br ><p> <p>We are a team founded on equity and respect and were on a mission to help our clients teammates and global community thrive Brighton Jones is committed to building a team comprised of diverse backgrounds ideas and experiences We actively foster a compassionate and inclusive culture one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential<p> <p><br ><p> <p>To the right individual we offer very competitive compensation benefits package and rewarding career opportunities If youve been reading this job description thinking to yourself this is the place for me include in your cover letter why youre excited to join our growing OneTeam and be sure to describe how the opportunity aligns with your career objectives<p> <p><br ><p> <p>Brighton Jones provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age genetic information disability veteran status or caste In addition to federal law requirements Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training<p> <p><br ><p> <p><b><u>What To Expect In The Hiring Process<u><b><p> <p><br ><p> <p><b>1 Values in Action SelfAssessment <b> At Brighton Jones we dont just talk about our values we live by them Weve operationalized our values into behaviors and part of the application process includes completing a brief selfassessment on our Values in Action<p> <p><b>2 Initial Interview<b> This 30min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company<p> <p><b>3 Role Alignment<b> Next youll meet with the hiring manager and a peer virtual or inperson to dive deeper into the role responsibilities and your transferrable experiences<p> <p><b>4 Full Loop <b> Youll meet the team in two backtoback interviews with team members youre likely to work with During these conversations well be listening for examples of your technical skills as well as how core values show up in your experience There may also be a writing sample role play hiring or technical assessment depending on the position<p> <p><b>5 Personal Reference Calls<b> In this final step in the hiring process you will be asked to arrange 12 personal reference calls with past managers of our choosing<p> <p><br ><p> <p><b>Whats Next <b> Interviewing is time consuming and stressful and we appreciate you taking the time to get to know us Whatever the final decision well let you know our decision as quickly as we can If this role isnt a good fit we invite you to stay connected and apply again<p> <p><p>
Advisor - San Francisco
Company: Brighton Jones
Location: San Francisco, CA
Posted Mar 11, 2024
<p>Are you ready to make a positive impact on clients colleagues and the global community Do you value commitment curiosity continuous growth compassion community and collaboration<p> <p><br ><p> <p>Join us at Brighton Jones our purpose is to make the world a better place through our clients living richer lives We are the largest RIA in the Pacific Northwest headquartered in Seattle with offices nationwide From the very start we have been an awardwinning organization from countless Best Places to Work awards including Seattle Business Magazines Best Companies to Work for 15 years in a row to national and regional Community Impact awards we pride ourselves in our culture and giving back to our community We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth passions and purpose so they can pursue a happier healthier and more fulfilling life<p> <p><br ><p> <p>Our teambased clientcentric approach has fueled our growth over the last 20+ years and were now 250 teammates strong and growing serving more than 4000 clients and advising on over $19 billion+ in assets Every teammate has a path to ownership in the firm Were looking for driven individuals who bring a How can I help attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues Join our OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive<p> <p> <p> <p>We are looking for our next Advisor In this role Advisors are responsible for managing the daytoday responsibilities priorities and workload of their client service teams This includes providing analytical operational and administrative support for the acquisition implementation and ongoing retention of clients<p> <p><br ><p> <p>Take our Values in Action SelfAssessment to see how our values align <p> <p><b>Your Role<b> <p><ul><li>Acts as the first point of contact on client communications strategizes with Lead Advisor to ensure responses are timely and thorough<li> <li>Reviews current client portfolios and makes recommendations to clients in consultation with team proactively considers both strategic and tactical opportunities around investments and other planning areas <li> <li>Prepares comprehensive client meeting deliverables including Cash Needs Analysis Strategic Asset Allocation and Vocational Freedom Analysis analyzes all client data and evaluates potential planning strategies<li> <li>Provides spreadsheet analysis on an adhoc basis for more advanced financial topics such as tax loss harvesting stock option and restricted stock wealth transfer strategies and risk transfermanagement maintains all recordkeeping related to these activities including cost basis and other position data via portfolio management software<li> <li>Responsible for reviewing approving and strategizing around trades and portfolio rebalances<li> <li>Attends and drives client meetings owns the execution of postmeeting actions in conjunction with Analysts <li> <li>Leverages internal and external resources to achieve client objectives in such areas as Investment Management Estate Planning Tax Planning Risk Management and General Planning Works with Tax Investments and Estate Planning to determine additional levels of detail required for the clients situation<li> <li>Seeks out leadership roles in the team and firm projectsassignments<li> <li>Trains guides and mentors the team on more complex planning areas and strategic intricacies of service delivery and support<li> <li>Maintains all aspects of the Wealth Management Scorecard WMS including planning topic status score and last date reviewed ensures content is accurate timely and reviewed periodically<li> <li>Crafts client meeting agenda and determines deliverables to be presented analyzes client data and develops strategies collaborates with Lead Advisor to define both the client strategy and the most effective form of presentation<li> <li>Prepares and finalizes all standard deliverables related to the delivery of wealth management advice based on inputs from team members these include Cash Needs Analysis CNA Strategic Asset Allocation SAA and Vocational Freedom Analysis VFA<li> <li>Works with Tax Investments and Estate Planning to determine additional levels of detail required for the clients situation<li> <li>Following client approval works with team to ensure that all tactical parts of the client implementation are executed timely and accurately<li> <li>Presents ideas and concepts in an organized and effective manner attends client meetings and is expected to effectively present specific planning topics ensures all client related action items are communicated and memorialized in the CRM<li> <li>Partners with the Associate Advisor to achieve timely execution of intraday requests with strict timeframes such as trades wire requests and journals initiates these requests and is responsible for reviewing and approving them ensures completion within specified timeframes<li> <ul><p><b>Your Experience<b> <p><ul><li>4 + years of experience in financial planning wealth management or a related industry preferred<li> <li>Undergraduate degree required<li> <li>CERTIFIED FINANCIAL PLANNER™ CFP® credential required<li> <li>Baseline proficiency in Microsoft Office Suite products Word Excel Windows required expected to learn other positionrelated systems on the job<li> <li>Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively<li> <li>This role is an inoffice fulltime and exempt position We are a work from office culture with lots of flexibility<li> <ul><p><b>Skills amp Attributes<b> <p><ul><li>Excellent work habits strong organizational skills and the ability to prioritize tasks and manage workflows<li> <li>Exceptional communication skills both written and verbal with clients and coworkers<li> <li>Exceptional interpersonal skills and demonstrated teamwork mentality <li> <li>Must be able to project a capable and trustworthy image<li> <li>Must be a selfstarter and proactively manage workload communications and ownership of tasks<li> <li>Commitment to excellence and high standards<li> <li>Versatility flexibility and a willingness to work within constantly changing priorities with enthusiasm<li> <li>A high degree of personal integrity maturity and acute attention to detail<li> <li>Strong analytical and problemsolving skills<li> <ul><p><b>Compensation<b> <p><ul><li><b>Pay <b>$88000 $149000 per year<li> <p><br ><p> <li><b>Benefits <b>Our benefits package includes but is not limited to health care benefits medicaldentalvision retirement benefits paid time off PTO holiday flexdays summer flexdays companypaid holidays parental leave transportation benefits unlimited volunteer time off professional and personal wellbeing stipend and other fringe benefits<li> <ul><p> <p><p><b>Our Company<b><p> <p><span> <span><p> <p>Our OneTeam feels a sense of connection pride and ownership with our mission vision values and objectives We are committed to building a business where 100 of our team members genuinely love where they work and are supported by their colleagues We do this through building authentic relationships with one another supporting each other to continuously learn and grow working hard while having lots of fun and giving back to our community<p> <p><br ><p> <p>We are a team founded on equity and respect and were on a mission to help our clients teammates and global community thrive Brighton Jones is committed to building a team comprised of diverse backgrounds ideas and experiences We actively foster a compassionate and inclusive culture one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential<p> <p><br ><p> <p>To the right individual we offer very competitive compensation benefits package and rewarding career opportunities If youve been reading this job description thinking to yourself this is the place for me include in your cover letter why youre excited to join our growing OneTeam and be sure to describe how the opportunity aligns with your career objectives<p> <p><br ><p> <p>Brighton Jones provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age genetic information disability veteran status or caste In addition to federal law requirements Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training<p> <p><br ><p> <div><u><b>What to expect in the hiring process<b><u><div> <p> <b>1 Values in Action SelfAssessment<b> at Brighton Jones we dont just talk about our values we live by them Weve operationalized our values into behaviors and part of the application process includes completing a brief selfassessment on our Values in Action<p> <p> <b>2 Initial Interview<b> this 30min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company<p> <p> <b>3 Role Alignment<b> next youll meet with the hiring manager and a peer virtual or inperson to dive deeper into the role responsibilities and your transferrable experiences<p> <p> <b>4 Full Loop<b> youll meet the team in two backtoback interviews with team members youre likely to work with During these conversations well be listening for examples of your technical skills as well as how core values show up in your experience There may also be a writing sample role play hiring or technical assessment depending on the position<p> <p> <b>5 Personal Reference Calls<b> in this final step in the hiring process you will be asked to arrange 12 personal reference calls with past managers of our choosing<p> <p> <b>6 Whats Next <b> interviewing is time consuming and stressful and we appreciate you taking the time to get to know us Whatever the final decision well let you know our decision as quickly as we can If this role isnt a good fit we invite you to stay connected and apply again<p> <p> <p> <p><p>
Java Engineer II
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 16, 2024
<p><strong>Opportunity Overview<strong> <p> <p>In 2022 Edward Jones invested $ 1 billion in technology infrastructure digital initiatives and virtual business enablement tools Were currently in the testandlearn phase and are looking for talented motivated professionals that want to be part of this transformational journey Cloudbased architecture and modern technical capabilities will enable us to grow our impact while providing the best client experience possible <p> <p>Technology at Edward Jones is all about relationships with our clients and with each other From that first brainstorm with the product owner to Scrum ceremonies where we celebrate deliverables and prioritize the backlog we work together as a team <p> <p>Technology Digital Account Solutions DAS Develop and support systems for opening and maintaining client accounts The Technology DAS teams build technologies that power our business We are seeking a talented Java software developer to develop maintain and support applications that are at the heart of what we do at Edward Jones We are looking for someone with a mindset for innovation and modernization who will look forward to collaborating with our team and stakeholders to help us build applications that take Edward Jones to the next level <p> <p>We are transforming by embracing technological advancement in containerization nonrelational databases middleware and UI frameworks all on a foundation of triedandtrue technology such as traditional relational databases and mainframes <p> <p>You will work on an agile team made up of developers Quality Analysts Business Analysts and a Product Owner <p> <p><b>What Youll Do<b> <p><ul><li>Responsible for applying business and technical knowledge to provide quality solutions for business and enterprise software needs <li> <li>Build basic business technical and appropriate product knowledge <li> <li>Provide quality solutions for business and enterprise software needs <li> <li>Complete moderately complex program assignments <li> <li>Assist with defining and meeting business requirements <li> <li>Provide system support troubleshoot and resolve system issues including oncall responsibility <li> <li>Develop and maintain new web applications utilizing modern web technologies such as Spring REST React JavaScriptjQuery Unqork Thymeleaf JPA Kubernetes Junit Selenium and SoapUI <li> <li>Work with additional open systems tech such as Kafka MongoDB Oracle DB Spring Boot etc <li> <li>Translate business requirements into system design work directly with business analysts on requirements prepare detailed technical specifications and provide hour or story point estimates <li> <ul><p><strong>EEO Statement<strong> <p> <p>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 <p> <p><strong>Company Description<strong> <p> <p>Join a financial services firm where your contributions are valued Edward Jones is a Fortune 500¹ company where people come first With over 8 million clients and 19000 financial advisors across the US and Canada were proud to be privatelyowned placing the focus on our clients rather than shareholder returns <p> <p>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 <p> <p>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 <p> <p>View our Purpose Inclusion and Citizenship Report <p> <p>1Fortune 500 published June 2023 data as of December 2022 Compensation provided for using not obtaining the rating <p> <p><strong>Awards and Accolades<strong> <p> <p>At Edward Jones we are building a place where everyone feels like they belong Were proud of our associates contributions to the firm and the recognitions we have received <p> <p>Check out our US awards and accolades Insights amp Information Blog Postings about Edward Jones <p> <p>Check out our Canadian awards and accolades Insights amp Information Blog Postings about Edward Jones <p> <p><strong>Position Requirements<strong> <p> <p><b>What Youll Need<b> <p> <ul><li>Bachelors degree preferred and or equivalent work experience<li> <li>3+ years of Java development experience<li> <li>Open systems development skills such as Java JEE JSP Spring Springboot Spring JPA Rest Json Junit<li> <li>Knowledge of Mongo Docker React Kubernetes and Microservices is a plus<li> <li>Experience with DevOps CICD and or Agile are a plus<li> <li>Provide system support including oncall rotation troubleshooting and resolve complex issues <li> <li>A continuous learner forwardthinking open to new processes and technologies<li> <ul><p><b>What Could Set You Apart<b> <p><ul><li>Knowledge of React Mongo DB2 Linux scripting Mainframe Grafana Azure Agile and the financial services industry is preferred <li> <li>Experience or training in the AGILE project management methodology is a plus <li> <li>Develop and build relationships and build the confidence of stakeholders <li> <li>Develop and execute moderately complex test plans to ensure quality <li> <li>Strong written and verbal communication skills to communicate with technical and nontechnical associates and leaders <li> <li>Complete moderately complex programming assignments <li> <li>Define root causes and correct complex problems with limited guidance <li> <li>Ability to build upon prior knowledge and experience <li> <li>A continuous learner forwardthinking open to new processes and technologies<li> <ul><p><strong>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 three days per week with a preference for Tuesday through Thursday<strong> <p> <p><strong>Salary Information<strong> <p> <p>At Edward Jones we value and respect our associates and their contributions and we recognize individual efforts through a rewards program that promotes a longterm career financial security and wellbeing Visit our career site to learn more about our total compensation approach which in addition to base salary typically includes benefits bonuses and profit sharing The salary range for this role is based on national data and actual pay is based on skills experience education and other relevant factors for a potential new associate<p>
Business Systems Analyst II
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 11, 2024
<p><strong>Opportunity Overview<strong> <p> <p>The Investment Management portfolio is looking for an experienced Business Systems Analyst to join our Vestmark UMA Vendor Management Product team This role will contribute to a team that is delivering bestinclass experiences for our UMA program and emerging highnetworth business segment The position has a broad scope of responsibility and requires an understanding of one or more complex systems vendor and stakeholder management skills and the ability to make effective decisions that have substantial risk andor legal regulatory or financial implications <p> <p>Digital Product Management is looking for a Business Systems Analyst to join our Vestmark UMA Vendor Management Product team This role will contribute to a team delivering bestinclass experiences for our UMA program and emerging highnetworth business segment The position has a broad scope of responsibility and requires an understanding of one or more complex systems vendor and stakeholder management skills and the ability to make effective decisions that have substantial risk andor legal regulatory or financial implications <p> <p>What Youll Do <p><ul><li>Liaison between technology team members and key stakeholders to maintain enhance or integrate firm systems and data by proactively identifying crossdivisional opportunities or serving on a formal project team in support of new systems and data<li> <li>Supports multiple highly complex business processes and serves as a functional leader<li> <li>Be the Voice of the Client Provide a deep understanding of the enduser client experience and product capabilities to the product team when defining and delivering user value and firm outcomes<li> <li>Create maintain and review business process models data flows prototypes business requirements use cases and test cases<li> <li>Create and execute multiple project plans simultaneously with moderate to high complexity<li> <li>Refinement of Features and User Stories of moderate to high complexity through collaboration between product owner product team and business stakeholders<li> <li>Execute and present written and verbal business systems impact analysis resulting in the identification of new systems and data<li> <li>Understanding of enterprise systems and impacts of change<li> <ul><p><strong>EEO Statement<strong> <p> <p>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 <p> <p><strong>Company Description<strong> <p> <p>At Edward Jones we help clients achieve their serious longterm financial goals by understanding their needs and implementing tailored solutions To ensure a personal client experience we have located our 15000+ branch offices where our more than 7 million clients live and work <p> <p>In a typical branch office a financial advisor meets with clients and receives branch office support so they can focus on building deep relationships with clients Headquarters associates in St Louis Tempe and Mississauga provide support and expertise to help US and Canada branch teams deliver an ideal client experience We continue to grow to meet the needs of longterm individual investors <p> <p><strong>Awards and Accolades<strong> <p> <ul><li>100 Best Workplaces for Millennials in 2022 published Fortune July 2022 Great Places to Work® data as of March 2022 Compensation provided for using not obtaining the rating <ul><li> Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine The privately held firm ranked No 2 overall in its fourth appearance on the list<li> <ul><li> <li>2022 Fortune Best Workplaces for Women published September 2022 research by Great Places to Work® data as of August 2021 Compensation provided for using not obtaining the rating <ul><li>Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine ranking No 45<li> <ul><li> <li>2022 Fortunes 100 Best Companies to Work For published April 2022 research by Great Place to Work® data as of August 2021 Compensation provided for using not obtaining the rating <ul><li>For the 23rd time Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine Edward Jones ranked No 35 on the prestigious 2022 list<li> <li>2022 Best Places to Work For LGBTQ+ Equality Great Place to Work® in partnership with Human Rights Campaign Foundation published Equity Magazine January 2022 data as of July 2021 Compensation provided for using not obtaining the rating <ul><li> Edward Jones scored 100 percent on the Human Rights Campaign Foundations 2022 Corporate Equality Index CEI the nations foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality The ranking designated Jones as one of the best places to work for LGBTQ+Equality<li> <ul><li> <ul><li> <ul><p><strong>Position Requirements<strong> <p> <p><strong>What Youll Need<strong> <p><ul><li>Bachelors degree and 25 years of experience designing and implementing functional systems and data or an equivalent combination of education and experience<li> <li>Previous experience with Agile andor Product Management concepts such as user story writing Agile events and backlog refinement<li> <li>Troubleshooting skills to investigate resolve and escalate problems Identifies the need for technical assistance to help in problem resolution<li> <li>Ability to establish and maintain relationships with associates general partners and executives possess expert interpersonal and negotiation skills<li> <li>Ability to work independently and collaboratively in a team environment<li> <li>Ability to lead other associates without authority<li> <li>Ability to support multiple moderate to highly complex products and prioritize assigned tasksprojects with minimal assistance<li> <li>Ability to summarize highly complex business cases system information and concepts and communicate information and updates to stakeholders and firm leadership<li> <li>Ability to effectively communicate with crossdivisional leaders using verbal written and presentation skills<li> <li>Advanced knowledge of Microsoft Office tools to provide working system prototypes and scenario modeling<li> <li>Previous experience with workflow management tools such as PEGA is a plus<li> <li>Previous experience with data extraction and BI tools SQL Oracle Reporting Studio Tableau Power BI is a plus<li> <ul><p><strong>Candidates who live within a commutable distance from our Tempe AZ and St Louis MO home office locations are expected to work in the office three days per week with a preference for Tuesday through Thursday<strong> <p> <p><strong>Salary Information<strong> <p> <p>At Edward Jones we value and respect our associates and their contributions and we recognize individual efforts through a rewards program that promotes a longterm career financial security and wellbeing Visit our career site to learn more about our total compensation approach which in addition to base salary typically includes benefits bonuses and profit sharing The salary range for this role is based on national data and actual pay is based on skills experience education and other relevant factors for a potential new associate<p>
Tech Editor, AI
Company: Dow Jones
Location: San Francisco, CA
Posted Mar 17, 2024
The Wall Street Journal is looking for an experienced journalist to lead their coverage of artificial intelligence in the tech industry. The job requires guiding a team of reporters, delivering high-impact journalism, and playing a vital role in the Journal's San Francisco-based technology bureau.
Senior Technical Architect
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 15, 2024
<p><strong>Opportunity Overview<strong> <p> <p>Responsible for delivering guidance on Enterpriselevel technology and appropriate technology usage across portfolios This role will aid in the discovery of new and existing technology usage across the Firm developing solution architecture implementation diagrams and the development of proofs of concept for widescale awareness and adoption <p><ul><li>Developer ability with strongproven ability leveraging Java Kubernetes Azure <ul><li>Kubernetes Developer Certification not required but desired<li> <li>Azure Architect Certification not required but desired<li> <ul><li> <li>Strong leadership communication and collaboration skills <ul><li>Ability to drive strategychange across various teams and levels of organization<li> <li>Ability to present at various levels of organization<li> <ul><li> <ul><p><strong>EEO Statement<strong> <p> <p>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 <p> <p><strong>Company Description<strong> <p> <p>Join a financial services firm where your contributions are valued Edward Jones is a Fortune 500¹ company where people come first With over 8 million clients and 19000 financial advisors across the US and Canada were proud to be privatelyowned placing the focus on our clients rather than shareholder returns <p> <p>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 <p> <p>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 <p> <p>View our Purpose Inclusion and Citizenship Report <p> <p>1Fortune 500 published June 2023 data as of December 2022 Compensation provided for using not obtaining the rating <p> <p><strong>Awards and Accolades<strong> <p> <p>At Edward Jones we are building a place where everyone feels like they belong Were proud of our associates contributions to the firm and the recognitions we have received <p> <p>Check out our US awards and accolades Insights amp Information Blog Postings about Edward Jones <p> <p>Check out our Canadian awards and accolades Insights amp Information Blog Postings about Edward Jones <p> <p><strong>Position Requirements<strong> <p> <ul><li>Minimum 5 years experience as technical or solution oriented architect<li> <li>Experience or understanding of crossdiscipline architecture practices Business and Data<li> <li>Minimum of 5 years of development experience leveraging <ul><li>Azure <ul><li>Azure Architect Certification not required but desired<li> <ul><li> <li>Java<li> <li>Kubernetes <ul><li>Kubernetes Developer Certification not required but desired<li> <ul><li> <ul><li> <li>Solid understanding of Software Development Life Cycle Models as well as expert knowledge of Agile Continuous Delivery and Continuous Integration<li> <li>A proven track record of successfully delivering results<li> <li>Proven interpersonal skills including crossteam and crossorganizational engagement and collaboration<li> <li>Proven analytical planning and organizational skills with an ability to manage competing demands and demonstrated prioritization of demands<li> <li>Ability to influence peer and partner teams<li> <li>Strong leadership communication and collaboration skills <ul><li>Ability to drive strategychange across various teams and levels of organization<li> <li>Ability to present at various levels of organization<li> <ul><li> <li>Financial Services or Wealth Management experience preferred<li> <ul><p><strong>Salary Information<strong> <p> <p>At Edward Jones we value and respect our associates and their contributions and we recognize individual efforts through a rewards program that promotes a longterm career financial security and wellbeing Visit our career site to learn more about our total compensation approach which in addition to base salary typically includes benefits bonuses and profit sharing The salary range for this role is based on national data and actual pay is based on skills experience education and other relevant factors for a potential new associate<p>
Quality Assurance Lead
Company: Doran Jones
Location: New York City, NY
Posted Mar 13, 2024
<p><span>We are seeking an experienced Quality Assurance Lead to drive end execute our QA efforts leveraging a blend of mature QA practices DevOps and Automation within an Agile framework This role is pivotal in developing maintaining and integrating Test Automation within our CICD pipeline overseeing and helping to perform all QA approaches including Manual Testing Regression Testing Accessibility Static Code Analysis Performance Testing and more The ideal candidate exhibits strong leadership and communication skills with a deeply handson approach to both operate and drive continuous improvement in all QA related activities<span><p> <p><b>Responsibilities<b> <p><ul><li>Ensure comprehensive manual testing coverage including agreement on acceptance criterion and scripting<li> <li>Develop and manage automated testing frameworks ensuring their integration within CICD processes<li> <li>Define QA standards in collaboration with development teams and third parties<li> <li>Establish and maintain Test Data Management processes standards and automation<li> <li>Lead the development of Automated Testing Scripts regression testing and smoke testing strategies<li> <li>Design and implement Performance Testing frameworks and Performance Engineering processes<li> <li>Coordinate test environment maintenance troubleshoot issues alongside the DevOps team and advocate for continuous improvement<li> <li>Mentor and manage two Quality Analysts defining and tracking quality metrics<li> <li>Complete mandatory security training and comply with ISMS policies<li> <li>Report any security violations or concerns to appropriate departments<li> <ul><p><b>Required Experience<b> <p><ul><li>Bachelors degree in Computer Science or equivalent<li> <li>At least 7 years of IT experience with a focus on Quality Assurance Agile Development and DevOps<li> <li>Extensive knowledge of QA procedures automated testing tools eg Selenium Python JavaScript Angular and experience with Agile Development<li> <li>Experience with Security Scanning tools such as SonarQube Veracode and equivalent <li> <li>Proficiency in maintaining Test Environments particularly Windows and VMWare and integrating test automation within Continuous Integration frameworks<li> <li>Exceptional problemsolving skills and the ability to work independently and as part of a team<li> <li>Exposure to test lifecycle management tools such as ALM or QTPUFT is a major plus<li> <li>Some Experience with NET and CRM developmenttesting is a plus<li> <li>Understanding of DevOps technologies Software Configuration Management and Infrastructure Operations<li> <ul><p> <p><p><i><span>Doran Jones Inc DJI is the leading financial services Data Engineering and Application Development firm specializing in Capital Markets Risk and Regulatory Compliance We are USbased helping our clients fill gaps in capacity and expertise reduce risk and accelerate change Our leaders average over 25 years of experience in Financial Services and Technology DJI is repeatedly engaged by the largest and most complex clients for our Agile transformation expertise and practical understanding of the critical relationship between data architecture and application development <span><i><p> <p><i><span> <span><i><p> <p><i><span>DJI has a mission to place more people from nontraditional backgrounds into sustainable technology careers Through partnerships with nonprofit technology programs in underserved communities and Veteran organizations candidates transition from tech training programs into real IT careers at DJI Our unique recruitment policy allows us to create exceptional teams bringing a broad spectrum of experience to our company and creating anything but a traditional consulting firm<span><i><p> <p><i><span> <span><i><p> <p><i><span>DJI is a whollyowned subsidiary of McLaren Strategic Ventures a private equity firm that invests in startups and scaleups They provide a full range of highly trusted domain consulting advisory services and innovative technologies globally Doran Jones is able to offer a broad range of technology deeper AI and machine learning tools data intelligence alternative resourcing capabilities and capital access to invest and digitize at scale Our clients benefit from this unique portfolio allowing them to accelerate the pace of their own digital transformations through innovative products and services designed around industrywide issues<span><i><p> <p><br ><p> <p>Visit Doran Jones to learn more <p> <p><p>
Project Leader - Firm Strategy
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 12, 2024
<p><strong>Opportunity Overview<strong> <p> <p>Firm Strategy Project Delivery is seeking a project leader to lead and manage multiple projects across the division and firm as the key business contact on projects to align business efforts and strategic initiatives This role is crossfunctional working with leaders across the enterprise to ensure resources and project deliverables are met <p> <p><strong>Key Responsibilities<strong> <p><ul><li>Leading medium to large projects simultaneously with a medium to high degree of risk visibility and urgency within a functional area or at times spanning multiple areas divisions or outside vendors Leading project coordinators andor project team members in completion of medium to large scope projects<li> <li>Providing leadership development and mentoring to team through modeling of best practices and providing timely feedback<li> <li>Ability to rapidly learn about a new area in order to lead a project effectively<li> <li>Driving and recommending improvements in project management and industry best in class practices within the firm<li> <li>Driving business efforts This role is the key business contact on the project<li> <li>Identifying major and detailed project tasks critical path contentions and resources to manage the tasks across multiple subprojects<li> <li>Ensuring project schedule scope and quality objectives are met by monitoring using metrics and controls to measure progress taking corrective action and escalating issues when necessary Assess tradeoffs to scope using cost benefit analysis and make recommendations to senior leaders<li> <li>Responsible for working with other leaders and senior leadership to obtain the necessary resources to achieve project objectives Responsible for allocating onboarding assigning and oversight of project resources to ensure project objectives are met<li> <li>Planning identifying analyzing and resolving project issues and risks <p>Determining and executing prevention and mitigation strategies as appropriate<p><li> <li>Scheduling and facilitating meetings communicate progress and develop solutions to meet project goals This may be related to a large project with multiple subprojects<li> <li>Providing timely communication of relevant data to senior leadership for decision making <p>Establishing and maintain effective communications and relationships across multiple areas divisions outside vendors and project leadersteams who are working on subprojects within a project<p><li> <li>Leading vendor selection in a project with a large number of vendors Managing vendor relationship throughout the life of the project<li> <ul><p><strong>EEO Statement<strong> <p> <p>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 <p> <p><strong>Company Description<strong> <p> <p>Join a financial services firm where your contributions are valued Edward Jones is a Fortune 500¹ company where people come first With over 8 million clients and 19000 financial advisors across the US and Canada were proud to be privatelyowned placing the focus on our clients rather than shareholder returns <p> <p>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 <p> <p>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 <p> <p>View our Purpose Inclusion and Citizenship Report <p> <p>1Fortune 500 published June 2023 data as of December 2022 Compensation provided for using not obtaining the rating <p> <p><strong>Awards and Accolades<strong> <p> <p>At Edward Jones we are building a place where everyone feels like they belong Were proud of our associates contributions to the firm and the recognitions we have received <p> <p>Check out our US awards and accolades Insights amp Information Blog Postings about Edward Jones <p> <p>Check out our Canadian awards and accolades Insights amp Information Blog Postings about Edward Jones <p> <p><strong>Position Requirements<strong> <p> <ul><li>A bachelors degree is preferred <li> <li>MBA or graduate degree preferred<li> <li>Project management certification PMP andor Company Specific Certifications preferred<li> <li>Experience with Clarity JIRA AHA desired<li> <li>Possess a working knowledge of project and product management life cycles Has the ability to utilize and decipher which method to use and when to use Agile SAFe or Waterfall Methodologies <li> <li>Experience in Change Management ADKAR or Prosci preferred<li> <li>3+ years of experience leading projects including project cost benefit reviews<li> <li>3+ years of industry or positionrelated experience Previous leadership experience preferred <li> <li>Superior interpersonal and communication skills effectively communicates with project team other project leaders multiple areas divisions and outside vendors Incorporates effective listening and collaboration skills<li> <li>Superior presentation skills preferred<li> <li>Superior organization and coordination skills<li> <li>Ability to independently identify prioritize monitor communicate andor resolve elements that can impact a project<li> <ul><p><b>Problem Solving<b> <p><ul><li>Effectively analyze and resolve complex problems while working with divisions across the firm Ability to identify prioritize monitor communicate andor resolve issues that impact medium to large projects that require facilitation among multiple areas<li> <li>Ability to look at business objectives and provide solutions to problems that are right for the firm Thinks creatively to find potential solutions and examines the possibilities and outcomes before submitting a recommendation<li> <ul><p><b>Decision Making<b> <p><ul><li>Make and communicate complex decisions andor recommendations with consideration for risks and longterm impacts Some decisions may be in gray areas where little or no guidance is available Engage appropriate leadership when necessary Responsible for the daytoday decisions for their projects as well as oversight of other project leaders decisions<li> <ul><p><b>Span of Influence<b> <p><ul><li>Position may have influence over projectsprograms that could impact the entire divisionfirmclients<li> <li>Affects and interacts with all levels of the firm They are in frequent contact with partners leaders and associates in other departments and divisions This role may have a significant amount of interaction with senior leadership<li> <ul><p><strong>Salary Information<strong> <p> <p>At Edward Jones we value and respect our associates and their contributions and we recognize individual efforts through a rewards program that promotes a longterm career financial security and wellbeing Visit our career site to learn more about our total compensation approach which in addition to base salary typically includes benefits bonuses and profit sharing The salary range for this role is based on national data and actual pay is based on skills experience education and other relevant factors for a potential new associate<p>
Lead Advisor - New Market - Morristown
Company: Brighton Jones
Location: Other US Location
Posted Mar 15, 2024
<p>Are you ready to make a positive impact on clients colleagues and the global community Do you value commitment curiosity continuous growth compassion community and collaboration<p> <p><br ><p> <p>Join us at Brighton Jones our purpose is to make the world a better place through our clients living richer lives We are the largest RIA in the Pacific Northwest headquartered in Seattle with offices nationwide From the very start we have been an awardwinning organization from countless Best Places to Work awards including Seattle Business Magazines Best Companies to Work for 15 years in a row to national and regional Community Impact awards we pride ourselves in our culture and giving back to our community We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth passions and purpose so they can pursue a happier healthier and more fulfilling life<p> <p><br ><p> <p>Our teambased clientcentric approach has fueled our growth over the last 20+ years and were now 250 teammates strong and growing serving more than 4000 clients and advising on over $19 billion+ in assets Every teammate has a path to ownership in the firm Were looking for driven individuals who bring a How can I help attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues Join our OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive<p> <p><br ><p> <p>Do you have a passion for helping others Are you naturally curious comfortable working in a teambased environment and committed to exceeding client expectations If so we should talk We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients Were currently looking to expand to Morristown NJ<p> <p> <p> <p>Heres where you come in as part of our mission to help clients colleagues and the global community live a richer life were ready to extend our reach to new markets We want you to embody our culture serving clients and leveraging our centralized client experience marketing business development and operations teams <p> <p><br ><p> <p>Take our Values in Action SelfAssessment to see how our values align <p> <p><b>Your Role<b> <p><ul><li>Acts as a Personal CFO for existing clients where applicable and new clients leads the client relationship delivers an exceptional experience and designs implements and manages the wealth management plan that supports their passions and purpose their Life Plan<li> <li>Leverages internal and external resources to achieve client objectives in such areas as Investment Management Estate Planning Tax Planning Risk Management and General Planning<li> <li>Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor <li> <li>Proactively develops and expands relationships within the community<li> <li>Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team<li> <li>Creates opportunities and represents Brighton Jones at public speaking events including community events industry events etc<li> <li>Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service<li> <p><br ><p> <ul><p><b>What Will Set You Apart<b> <p><ul><li>Candidates must have a fouryear degree and the CERTIFIED FINANCIAL PLANNER™ CFP® designation <li> <li>6+ years in financial andor estate planning related work preferably at a professional financial services company or wealth management firm<li> <li>Expertise in estate tax retirement insurance investment and cash flowcapital needs planning analysis <li> <li>Unquestioned commitment to integrity in personal and professional activities<li> <li>Highly motivated with ability to function well in a fastpaced environment<li> <li>Selfstarter by nature<li> <li>Excellent organizational leadership communication and presentation skills<li> <li>Able to manage heavy workloads and projects many on a timesensitive basis as well as interacting with tightknit team of professionals with a range of financial and tax activities<li> <li>This role is part of an emerging market and will be considered remote until an office space is secured Brighton Jones is a workfromoffice culture with a lot of flexibility This is a fulltime and exempt position<li> <ul><p> <p><p><b>Our Company<b><p> <p><br ><p> <p>Our OneTeam feels a sense of connection pride and ownership with our mission vision values and objectives We are committed to building a business where 100 of our team members genuinely love where they work and are supported by their colleagues We do this through building authentic relationships with one another supporting each other to continuously learn and grow working hard while having lots of fun and giving back to our community<p> <p><br ><p> <p>We are a team founded on equity and respect and were on a mission to help our clients teammates and global community thrive Brighton Jones is committed to building a team comprised of diverse backgrounds ideas and experiences We actively foster a compassionate and inclusive culture one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential<p> <p><br ><p> <p>To the right individual we offer very competitive compensation benefits package and rewarding career opportunities If youve been reading this job description thinking to yourself this is the place for me include in your cover letter why youre excited to join our growing OneTeam and be sure to describe how the opportunity aligns with your career objectives<p> <p><br ><p> <p>Brighton Jones provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age genetic information disability veteran status or caste In addition to federal law requirements Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training<p> <p><br ><p> <div><u><b>What to expect in the hiring process<b><u><div> <p> <b>1 Values in Action SelfAssessment<b> at Brighton Jones we dont just talk about our values we live by them Weve operationalized our values into behaviors and part of the application process includes completing a brief selfassessment on our Values in Action<p> <p> <b>2 Initial Interview<b> this 30min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company<p> <p> <b>3 Role Alignment<b> next youll meet with the hiring manager and a peer virtual or inperson to dive deeper into the role responsibilities and your transferrable experiences<p> <p> <b>4 Full Loop<b> youll meet the team in two backtoback interviews with team members youre likely to work with During these conversations well be listening for examples of your technical skills as well as how core values show up in your experience There may also be a writing sample role play hiring or technical assessment depending on the position<p> <p> <b>5 Personal Reference Calls<b> in this final step in the hiring process you will be asked to arrange 12 personal reference calls with past managers of our choosing<p> <p> <b>6 Whats Next <b> interviewing is time consuming and stressful and we appreciate you taking the time to get to know us Whatever the final decision well let you know our decision as quickly as we can If this role isnt a good fit we invite you to stay connected and apply again<p> <p><br ><p> <p><p>
Accounting Manager
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 15, 2024
<p><strong>Opportunity Overview<strong> <p> <p>Branch Compensation is responsible for the timely amp accurate payment of all elements of Financial Advisor Compensation including Commissions New FA Compensation Trimester Bonus Travel Award Program etc This position will work in collaboration with the Branch Compensation Department Leader to ensure team responsibilities both recurring and ad hoc are completed timely and accurately This includes general ledger account reconciliations journal entries process improvements process control enhancements Financial Advisor escalations Financial Advisor policy enhancements compensation education and communication Branch Compensation is a fast paced highly complex environment with each associate responsible for many key processes throughout the month Therefore understanding upstream and downstream impacts of Financial Advisor Compensation the ability to plan organize and prioritize think strategically assist others and solve problems from routine to complex are crucial to the role <p> <p>Responsibilities <p> <ul><li>Reconcile and review general ledger customer andor firm accounts and transactions Review of reconciliations and transactions performed by others<li> <li>Prepare summarize and present firm financial reports and analysis to leader Identify trends and present recommendations to Senior Leadership in order to influence decision making<li> <li>Ability to research technical topics to determine and recommend the appropriate action to be taken<li> <li>Continually evaluate and improve processes and controls related to the functional area<li> <li>Leverage functional knowledge and ability to understand concepts and analyze data to inform or make decisions<li> <li>Analyze document and monitor business processes Identify and implement process and control improvements where needed<li> <li>Support andor lead system design documentation testing and implementation to ensure functional business area requirements are met<li> <li>Build maintain and leverage relationships to gather critical information and influence key decisions This involves communication and coordination both within and outside the organization<li> <li>Inform and educate other business areas as to the financial impact of potential business decisions they are responsible for making<li> <li>Understand the roles responsibilities and activities performed by organizational functions eg marketing sales operations finance human resources understand the interrelationship among organizational functions have experience and skill in managing across functional and organizational lines<li> <li>Proactively identify high risk issues formulate recommendations and play a major role in implementing solutions<li> <li>Support or lead system design documentation testing and implementation to ensure functional business area requirements are met<li> <li>Takes constructive action at work with little or no direction from others drives for results through new innovative ideas or work methods<li> <li>Build maintain and leverage relationships to gather critical information and influence key decisions This involves communication and coordination both within and outside the organization<li> <li>Participate in andor lead cross functional teams responsible for implementing Finance business objectives and projects<li> <ul><p><strong>EEO Statement<strong> <p> <p>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 <p> <p><strong>Company Description<strong> <p> <p>Join a financial services firm where your contributions are valued Edward Jones is a Fortune 500¹ company where people come first With over 8 million clients and 19000 financial advisors across the US and Canada were proud to be privatelyowned placing the focus on our clients rather than shareholder returns <p> <p>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 <p> <p>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 <p> <p>View our Purpose Inclusion and Citizenship Report <p> <p>1Fortune 500 published June 2023 data as of December 2022 Compensation provided for using not obtaining the rating <p> <p><strong>Awards and Accolades<strong> <p> <p>At Edward Jones we are building a place where everyone feels like they belong Were proud of our associates contributions to the firm and the recognitions we have received <p> <p>Check out our US awards and accolades Insights amp Information Blog Postings about Edward Jones <p> <p>Check out our Canadian awards and accolades Insights amp Information Blog Postings about Edward Jones <p> <p><strong>Position Requirements<strong> <p> <ul><li>A Bachelors degree in related field is required <li> <li>8+ years of relevant work experience in accounting finance or related field is preferred<li> <li>Proficiency with Microsoft Office is required<li> <li>Working knowledge of PeopleSoft Financials is a plus<li> <ul><p><b>Problem Solving<b> <p><ul><li>Able to look at business financial objectives and provide solutions to problems that are right for the firm Problems are often complex<li> <li>Identifies problems affecting the functional areas processes and controls recognizes the root causes and identifies multiple potential or innovative solutions to problems<li> <li>Ability to solve problems while working with tight time frames heavy workloads or conflicting demands<li> <li>Ability to manage highly complex matters or processes in their area of expertise<li> <li>Knows when to depart from traditional methods or behaviors or when to compromise for the sake of organizational accomplishment adapts quickly and effectively when situational constraints require a change employs unique and creative perspectives to situations as appropriate<li> <ul><p><b>Decision Making<b> <p><ul><li>Responsible for making decisions regarding application of accounting policy the firms financial condition or sound financial concepts <li> <li>Approach issues and provide solutions that recognize the complex interrelationships among business activities outline how decisions affect the overall firms financial condition other business areas outcomes or processes<li> <li>Setting priorities according to criteria such as time urgency perceived value of outcome ease of completion importance and politicalorganizational factors<li> <li>Moderate risk decisions are made without input from higher management levels Larger or more complex decisions and strategies would be reviewed and agreed with the Managers leader <li> <ul><p><b>Span of Influence<b> <p><ul><li>The position requires a consistent need to work closely with the team with other departments within Finance and with various levels of associates in other divisions of the Firm Direct interaction with senior Finance leaders and external parties <li> <li>While there are no direct people responsibilities coordinating with others to accomplish tasks and meet deadlines will be required and there could be mentoring and training responsibilities for other associates on the team May provide direction and leadership able to lead and influence others directly or indirectly <li> <ul><p>Candidates that live within in a commutable distance from our Tempe AZ and St Louis MO home office locations are expected to work in the office three days per week with preference for Tuesday through Thursday <p> <p><strong>Salary Information<strong> <p> <p>At Edward Jones we value and respect our associates and their contributions and we recognize individual efforts through a rewards program that promotes a longterm career financial security and wellbeing Visit our career site to learn more about our total compensation approach which in addition to base salary typically includes benefits bonuses and profit sharing The salary range for this role is based on national data and actual pay is based on skills experience education and other relevant factors for a potential new associate<p>
Associate Advisor
Company: Brighton Jones
Location: Seattle, WA
Posted Mar 16, 2024
<p>Are you ready to make a positive impact on clients colleagues and the global community Do you value commitment curiosity continuous growth compassion community and collaboration<p> <p><br ><p> <p>Join us at Brighton Jones our purpose is to make the world a better place through our clients living richer lives We are the largest RIA in the Pacific Northwest headquartered in Seattle with offices nationwide From the very start we have been an awardwinning organization from countless Best Places to Work awards including Seattle Business Magazines Best Companies to Work for 15 years in a row to national and regional Community Impact awards we pride ourselves in our culture and giving back to our community We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth passions and purpose so they can pursue a happier healthier and more fulfilling life<p> <p><br ><p> <p>Our teambased clientcentric approach has fueled our growth over the last 20+ years and were now 250 teammates strong and growing serving more than 4000 clients and advising on over $19 billion+ in assets Every teammate has a path to ownership in the firm Were looking for driven individuals who bring a How can I help attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues Join our OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive<p> <p> <p> <p>We are looking for our next Associate Advisor In this role Assopciate Advisors are responsible for managing the daytoday responsibilities priorities and workload of their client service teams This includes providing analytical operational and administrative support for the acquisition implementation and ongoing retention of clients<p> <p><br ><p> <p>Take our Values in Action SelfAssessment to see how our values align <p> <p><b>Responsibilities<b> <p><ul><li>Manage the daytoday responsibilities priorities and workload of their client service teams This includes providing analytical operational and administrative support for the acquisition implementation and ongoing retention of clients<li> <li>Timely execution of intraday requests with strict timeframes such as trades wire requests and journals Responsible for initiating requests review and approval Ensures completion within specified timeframes and provides thorough communication to client throughout the process<li> <li>Primary point of contact for custodians around all operational and tactical service matters<li> <li>Gather organize and input client data into the CRM Salesforce manage data accuracy and integrity and keep records current<li> <li>Act as the point person for all client service team inquiries work with team members to ensure all action items are moved forward and completed<li> <li>Work with the team to craft client meeting agenda and prepare deliverables to be presented analyzes client data and develops strategies occasionally attends client meetings ensures all client related action items are communicated and memorialized in the CRM<li> <li>Prepare all standard deliverables related to the delivery of wealth management advice based on input from team members <li> <li>Review current client portfolios and makes investment recommendations in consultation with the team regarding changes based on both asset allocation and location considers both strategic and tactical allocation opportunities to improve return and reduce volatility<li> <li>Provide spreadsheet analysis on an adhoc basis for more advanced financial topics and other specialty requests such as taxloss harvesting stock option and restricted stock inventories and other wealth transfer strategies maintains all recordkeeping related to these activities including cost basis and other position data via portfolio management software<li> <li>Prepare detailed reconciliations of historical cash flows per entity and tenyear forward looking projections <li> <li>Work with Tax Investments and Estate Planning to determine additional levels of detail required for the clients situation<li> <li>Manages tax coordination and execution for clients personal and trust accounts<li> <li>Prepare and process all documentation related to client onboarding implementation and ongoing maintenance <li> <li>Attends client meetings and calls on a consistent basis comfortable running ad hoc calls with clients <li> <li>Prepares standard deliverables related to the delivery of wealth management advice these include the Richer Life Legacy Plan RLLP Family Wealth View Cash Flows and Annual Plans<li> <ul><p><b>Your Experience<b> <p><ul><li>2 4 years of experience in financial planning wealth management or a related industry preferred expected to be current with industry trends terminology and concepts<li> <li>Undergraduate degree required<li> <li>Series 65 or equivalent required within first 120 days of employment<li> <li>Interest in pursuing the CERTIFIED FINANCIAL PLANNER™ CFP® credential in the future<li> <li>Baseline proficiency in Microsoft Office Suite products Word Excel Windows PowerPoint required expected to learn other positionrelated systems on the job<li> <li>Organizational handle multiple client relationships with contending priorities and coordinate team member resources most effectively<li> <li>Delegation increase capacity by managing and delegating tasks to the right level ensure accurate and timely completion<li> <li>Presentation present complex concepts and ideas in a professional persuasive and easily comprehendible way to clients in written and verbal form<li> <li>This role is an inoffice fulltime and exempt position We are a work from office culture with lots of flexibility<li> <ul><p><b>Skills amp Attributes<b> <p><ul><li>Excellent work habits strong organizational skills and the ability to prioritize tasks and manage workflows<li> <li>Exceptional communication skills both written and verbal with clients and coworkers<li> <li>Exceptional interpersonal skills and demonstrated teamwork mentality <li> <li>Must be able to project a capable and trustworthy image<li> <li>Must be a selfstarter and proactively manage workload communications and ownership of tasks<li> <li>Commitment to excellence and high standards<li> <li>Versatility flexibility and a willingness to work within constantly changing priorities with enthusiasm<li> <li>A high degree of personal integrity maturity and acute attention to detail<li> <li>Strong analytical and problemsolving skills<li> <ul><p><b>Compensation<b> <p><ul><li><b>Pay <b>$66000 $95000 per year<li> <p><br ><p> <li><b>Benefits <b>Our benefits package includes but is not limited to health care benefits medicaldentalvision retirement benefits paid time off PTO holiday flexdays summer flexdays companypaid holidays parental leave transportation benefits unlimited volunteer time off professional and personal wellbeing stipend and other fringe benefits<li> <ul><p> <p><p><b>Our Company<b><p> <p><span> <span><p> <p>Our OneTeam feels a sense of connection pride and ownership with our mission vision values and objectives We are committed to building a business where 100 of our team members genuinely love where they work and are supported by their colleagues We do this through building authentic relationships with one another supporting each other to continuously learn and grow working hard while having lots of fun and giving back to our community<p> <p><br ><p> <p>We are a team founded on equity and respect and were on a mission to help our clients teammates and global community thrive Brighton Jones is committed to building a team comprised of diverse backgrounds ideas and experiences We actively foster a compassionate and inclusive culture one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential<p> <p><br ><p> <p>To the right individual we offer very competitive compensation benefits package and rewarding career opportunities If youve been reading this job description thinking to yourself this is the place for me include in your cover letter why youre excited to join our growing OneTeam and be sure to describe how the opportunity aligns with your career objectives<p> <p><br ><p> <p>Brighton Jones provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age genetic information disability veteran status or caste In addition to federal law requirements Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training<p> <p><br ><p> <p><br ><p> <div><u><b>What to expect in the hiring process<b><u><div> <p> <b>1 Values in Action SelfAssessment<b> at Brighton Jones we dont just talk about our values we live by them Weve operationalized our values into behaviors and part of the application process includes completing a brief selfassessment on our Values in Action<p> <p> <b>2 Initial Interview<b> this 30min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company<p> <p> <b>3 Role Alignment<b> next youll meet with the hiring manager and a peer virtual or inperson to dive deeper into the role responsibilities and your transferrable experiences<p> <p> <b>4 Full Loop<b> youll meet the team in two backtoback interviews with team members youre likely to work with During these conversations well be listening for examples of your technical skills as well as how core values show up in your experience There may also be a writing sample role play hiring or technical assessment depending on the position<p> <p> <b>5 Personal Reference Calls<b> in this final step in the hiring process you will be asked to arrange 12 personal reference calls with past managers of our choosing<p> <p> <b>6 Whats Next <b> interviewing is time consuming and stressful and we appreciate you taking the time to get to know us Whatever the final decision well let you know our decision as quickly as we can If this role isnt a good fit we invite you to stay connected and apply again<p> <p><br ><p> <p><p>