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.
Sr Software Engineer
Company: Dow Jones
Location: Charleston, SC
Posted Mar 10, 2024
<p><strong><b>Job Description<b><strong> <p> <p>ABOUT US <p> <p>OPIS a Dow Jones company is one of the worlds most comprehensive sources for petroleum pricing and news information OPIS provides realtime and historical spot wholesalerack and retail fuel prices for the refined products renewable fuels and natural gas and gas liquids LPG industries We deliver awardwinning news market intelligence and transparency to the entire refined energy marketplace and companies looking to go carbon neutral At its core OPIS uses a set of complex IT systems and tools handling huge amounts of data in a reliable way and providing customers with business applications to use this data as efficiently as possible <p> <p>YOUR ROLE <p> <p>Are you an analytical thinker and passionate about problem solving This is a unique opportunity to join a passionate team focused on delivering high quality products to a critical section of the economy This team is tasked with building and maintaining core systems powering both internal tools and customer facing applications To fit this role we are looking for that unique mix of solid technical capabilities blended with strong interpersonal skills <p> <p>RESPONSIBILITIES <p> <p> Write build and deploy code <p> <p> Analyze business application requirements identify concerns and develop action plans <p> <p> Be part of an Agile team leading the development team using companys latest software development lifecycle working closely with team members from Romania and US <p> <p> Leverage our Cloud infrastructure AWS in order to design solutions that make the best of it <p> <p> Maintains existing legacy applications <p> <p> Track down and resolve bugs in any OPIS code base <p> <p> Adhere to best practice development standards such as continuous integration and deployment <p> <p>YOUR TEAM <p> <p>You will be working in our Internal Systems division in OPIS in the United States and may interact with colleagues worldwide <p> <p>EXPERTISE <p> <p> Bachelors Degree in computer science or related technical field <p> <p> Minimum of 2+ years handson software development experience <p> <p> Strong knowledge of OOP principles <p> <p> Strong knowledge of C and Microsoft Net framework <p> <p> Knowledge of HTMLCSSJavaScript <p> <p> Good understanding of a relational database engine SQL Server or PostgreSQL <p> <p> Experience with modern software development lifecycle <p> <p>ITS A BONUS IF YOU ALSO HAVE <p> <p> Worked with Net Core <p> <p> Cloud development experience AWS Azure etc <p> <p> Unit testing experience NUnit MSUnit NSubstitute Moq etc <p> <p>Reasonable accommodation Dow Jones Making Careers Newsworthy We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity or expression pregnancy age national origin disability status genetic information protected veteran status or any other characteristic protected by law EEOAAMFDisabledVets Dow Jones is committed to providing reasonable accommodation for qualified individuals with disabilities in our job application andor interview process If you need assistance or accommodation in completing your application due to a disability email us at talentresourceteamdowjonescom Please put Reasonable Accommodation in the subject line and provide a brief description of the type of assistance you need This inbox will not be monitored for application status updates <p> <p>Business Area <p> <p>Dow Jones OPIS <p> <p>Job Category <p> <p>Software Product Engineering <p> <p>Union Status <p> <p>NonUnion role<p>
Accounting Analyst
Company: Forrest T. Jones & Company
Location: Kansas City, MO
Posted Feb 27, 2024
The Accounting Analyst role involves reconciling and analyzing financial transactions, preparing journal entries, and resolving discrepancies. The position requires a bachelor's degree in accounting or related field, 3-5 years of experience, and proficiency in Excel. The role offers comprehensive benefits and opportunities for cross-functional projects. The company values teamwork, organization, and attention to detail.
Senior Software Engineer - C#/.NET and Dynamics
Company: Doran Jones
Location: New York City, NY
Posted Mar 02, 2024
<p>As a Senior Microsoft Dynamics CRM Engineer you will leverage your MS Dynamics experience to support an eCommerce organizations redevelopment and digital transformation Microsoft Dynamics CRM will be integrated with web portals and applications to manage client data and implement custom capabilities to support various business needs customers stakeholders and staff <p> <p><br ><p> <p>When you join our team you will have the opportunity to demonstrate your ability to work on solution development activities from initial requirement capture and refinement through core data model development to software architecture and implementation Your previous experience working in an Agile setting will support you in providing thought leadership in architecture development management training measurement and presentation to clients<p> <p><br ><p> <p>This hybrid role will require 2 days a week in the office<p> <p><b>Responsibilities <b> <p><ul><li>Assist in maintaining a platform roadmap and future direction for MS CRM within the enterprise<li> <li>Understand business needs workflows and processes documenting where necessary<li> <li>Collaborate with developers business analysts architects and others to implement MS CRM solutions<li> <li>Use a rich range of tools including plugins custom entities and API to build and integrate solutions<li> <li>Create estimates on time and effort to complete assignments based on enduser requirements<li> <li>Participate in sprint release schedule planning and tracking<li> <li>Participate fully and actively in MS CRM solution deployments provisioning activities and support<li> <li>Participate in additional software development projects outside the MS CRM framework<li> <li>Coach mentor and direct other staff in the design of solutions based upon MS CRM<li> <li>Continually promote efficiencies and improved standards in the context of Agile DevOps and CICD<li> <ul><p><b>Required Experience <b> <p><ul><li>6+ years of Microsoft Dynamics CRM experience developing solutions for CRM 2013 and higher especially with the Sales Customer Service and Commerce modules<li> <li>6+ years of strong handson ASPNET C development experience<li> <li>Strong knowledge of ObjectOriented and NET development principles methodologies and tools such as xRM Web Services RESTful API Multithreading LINQ Entity Framework JQuery and Bootstrap<li> <li>6+ years of Microsoft SQL server experience<li> <li>Knowledge of relational database principles and TSQL DML DDL DCL and TCL<li> <li>Experience designing reports using Microsoft SQL Microsoft Reporting Services SSRS<li> <li>Experience performing customizations with NET JavaScript HTML and XML<li> <li>Established ability to install and deploy MS CRM Organizations<li> <li>Ability to customize and create MS CRM entities<li> <li>Demonstrated proficiency in understanding and implementing business processes and workflows<li> <li>Experience using the MS CRM SDK or plugin platforms<li> <li>Broad knowledge of Agile Development DevOps tools and practices source code control and CICD<li> <li>Demonstrated ability to utilize user stories to drive the design or review of test cases and process change requests<li> <li>Willingness to assist in troubleshooting debugging and fixing MS CRM installation or application errors<li> <li>Excellent written and verbal communication both within the team and with business stakeholders<li> <li>Strong desire to find ways to improve solutions systems and processes and capable of enforcing processes and procedures<li> <ul><p><b>Preferred Experience <b> <p><ul><li>Development and Scripting experience<li> <li>UI Design experience<li> <li>Experience using JIRA and other tools to manage changes in project scope and schedule<li> <li>Demonstrated proficiency with technical specification documentation for new MS CRM projects based on functional requirements documents<li> <li>Experience implementing software application quality assurance test case scenarios<li> <p><br ><p> <ul><p> <p><p><br ><p> <p><br ><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>
Product Marketing Manager
Company: Brighton Jones
Location: Seattle, WA
Posted Mar 04, 2024
Brighton Jones, a leading RIA in the Pacific Northwest, is seeking a Product Marketing Manager. The role involves defining business segments, crafting messaging, collaborating with cross-functional teams, and developing a strategic roadmap for products. The ideal candidate should have a marketing background, strong copywriting skills, and experience in technology, wealth management, or financial services. Brighton Jones offers competitive compensation, benefits, and a supportive work environment. The company values commitment, curiosity, continuous growth, compassion, community, and collaboration.
Lead Advisor - Scottsdale
Company: Brighton Jones
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Feb 23, 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>Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients In this critical role you have the primary responsibility for client relationships and work closely with each client to establish their comprehensive wealth management strategy A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives Our Lead Advisors 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 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>Develop and expand relationships with centers of influence such as attorneys and CPAs resulting in additional business opportunities<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> <li>Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients<li> <li>Support Brighton Jones mission by using objectivity creativity and passion to help our clients colleagues and community members live richer lives<li> <li>Provide teammates with timely candid and constructive performance feedback develop employees to their fullest potential and provide challenging opportunities that enhance career growth<li> <li>Assist with development and presentation of training programs including coaching of team members on financial planning strategies<li> <ul><p><b>Your Experience <b> <p><ul><li>Your Experience<li> <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 an inoffice fulltime and exempt position We are a work from office culture with lots of flexibility<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> <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>
Java Lead Developer
Company: Edward Jones
Location: St. Louis, MO
Posted Dec 22, 2023
Edward Jones, a financial services firm, is investing heavily in technology infrastructure and digital initiatives. They are seeking a talented Java developer to join their Client Onboarding and Account Technology product team. The role involves designing, developing, and maintaining complex information systems, adapting to different environments, and providing system support. The company is known for its commitment to diversity and inclusion, having been recognized as one of the best workplaces for millennials, women, and LGBTQ+ equality. The position requires a bachelor's degree in a technical program, 7+ years of Java software development experience, and knowledge of Spring, JavaScript, Git, and other technologies. The successful candidate will mentor and train other associates, provide technical leadership, and research technical improvements.
Senior Accountant II
Company: Edward Jones
Location: St. Louis, MO
Posted Mar 04, 2024
<p><strong>Opportunity Overview<strong> <p> <p>We are looking for a Senior Accountant II to join our Payroll team Our group is responsible for processing US multistate and Canadian multiprovince payrolls and tax remittance while reporting in an accurate compliant and timely manner We partner with HR Legal Finance and others to ensure were keeping pace with ever changing rules and regulations while providing a high class user experience Additionally we collaborate with our Product Teams to move from strategy to execution designing and enhancing business processes with simplicity and transparency while creating capacity for our business areas to move the business forward <p> <p><strong>Core Responsibilities<strong> <p> <ul><li><b>Payroll Calculations amp Reporting<b> Ensure accurate system calculations and timely reporting of US and Canadian payrolls responding to questions and special requests from associates and regulatory agencies researching payroll laws and regulations and creating projections general ledger reconciliations and special reports for leadership<li> <li><b>Systems amp Controls <b> Balance operational and system priorities while also removing obstacles for team members to meet critical payroll deadlines and ensure financial integrity of payroll programs This includes reviewing automated audit controls and payroll journal entries<li> <li><b>Continuous Improvement <b>Recommend document and support implementation of process improvements for payroll procedures through detailed research and analysis Support the identification planning andor execution of complex projects while adhering to internalexternal deadlines <li> <li><b>Collaboration <b> Understand the broad span of influence which comes with handling confidential compensation information for every associate in the US and Canada and partnering with our department leaders and associates to ensure strategic initiatives tied to payroll are implemented successfully<li> <ul><p><strong>You can be successful in this role if you can<strong> <p> <ul><li><b>Build Firm Talent <b> Support an environment which emphasizes a growth mindset to attract train and retain the right talent to deliver the right results<li> <li><b>Build Partnerships<b> Partner with leaders and associates inside and outside of the department to resolve shortterm issues promote operational efficiency and influence key decisions which move the team towards its longterm goals<li> <li><b>Think Strategically <b> Participate in firmwide initiatives related to payroll programs which deliver results in alignment with the firm division and areas strategic and operational objectives<li> <li><b>Champion Innovation<b> Support an environment that inspires the team to generate unique ideas to solve business problems and to better serve our clients<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>Education amp Certifications<b> <p> <ul><li>Bachelors degree is required with an emphasis in Accountancy or Finance strongly preferred<li> <li>One or more certifications preferred Certified Payroll Professional CPP Fundamental Payroll Certification FPC CAN Payroll Compliance Practitioner PCP or Certified Public Accountant CPA<li> <ul><p><b>Experience<b> <p> <ul><li>5+ years of relevant work experience in accounting finance or related field with public accounting experience preferred<li> <li>Microsoft Office Suite with emphasis on intermediate to advanced Excel Power BI Power Query andor Power Automate experience involving large datasets to influence decisions and the completion of complex projects<li> <li>Experience working within payroll systems and processes including PeopleSoft ADP and time amp labor system experience is a plus<li> <ul><p><b>Candidates must demonstrate<b> <p> <ul><li>Strong analytical and critical thinking skills with the ability to innovate and problem solve<li> <li>Effective written and verbal communication<li> <li>Selfstarter in a fast paced highly visible role<li> <li>Ability to train and informally lead other associates on the team<li> <li>Drive in making continuous process improvements<li> <ul><p><b>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<b> <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>
Investor Relations Associate
Company: Jones Street Residential
Location: Boston, MA
Posted Mar 08, 2024
Jones Street Investment Partners is looking for an Investor Relations Associate to join their fast-growing organization. The job requires facilitating investor onboarding, providing excellent customer service, and working with internal teams.
Community Manager
Company: Jones Street Residential
Location: Hartford, CT
Posted Feb 19, 2024
Jones Street Investment Partners, LLC is a real estate investment firm specializing in multifamily assets in the Northeast and Mid-Atlantic. Since its inception in 2014, JSIP has acquired over 6,000 units and $1.7B in assets under management. Jones Street Residential, Inc., an affiliate, was established in 2017 to manage JSIP's portfolio efficiently. The Community Manager role involves overseeing daily property operations, achieving financial and operational objectives, and providing excellent customer service. Responsibilities include leading by example, managing leasing professionals, understanding market trends, ensuring properties are rented to capacity, maintaining accurate records, managing resident concerns, and developing retention programs. Qualifications include a Bachelor's Degree, proficiency in Microsoft Office Suite and Yardi, and 40B experience. Benefits include comprehensive health coverage, retirement plans, life insurance, paid time off, parental leave, and disability coverage.
IT Consultant (IT Help Desk Consultant)
Company: Jones IT
Location: San Francisco, CA
Posted Mar 01, 2024
<p>Come work in a company with an inclusive culture of collaboration We offer excellent opportunities to grow professionally and learn alongside accomplished professionals from diverse backgrounds We are located at the corner of Cesar Chavez amp Valencia streets in San Francisco just 2 blocks from BART and 510 minutes away from 101 amp 280 with parking spots available<br > <br ><strong>Summary<br ><strong><br ><em>We are not a typical IT company Our endeavor is to create a culture of autonomy diversity and inclusion that engenders happy employees who feel valued work with the company rather than for it and use cool tech to make an impact in the lives of our clients as well as the larger community<em> <em>Jones IT is the highestrated IT Services company in the San Francisco Bay Area We have been in business for over 20 years and count some of the Bay Areas most recognizable names as our clients AngelList Figma Superhuman Turo Ripple Hotel Tonight to name a few<em><p> <ul><li><br ><li> <ul><ul><li>We have a unique and eclectic company culture that is built around our values of teamwork collaboration continuous improvement and communication<li> <li>The GOOD NEWS is we are growing and the BETTER NEWS is you will grow with us<li> <li>We heavily rely on the same technology and concepts in our own business that we recommend to our customers So you will always have opportunities to learn new things<li> <ul><p>We are looking for a fulltime IT Consultant IT Help Desk Consultant who loves solving problems is patient with people and is eager to learn<br ><strong>Principal Duties and Responsibilities<strong> <p> <p>As a member of the Jones IT Family you will take on a wide variety of tasks and projects often involving client interactions <p> <ul><li>You will listen to client issues to document and coordinate a timely resolution <li> <li>You will assist clients with their support requests and will be responsible for seeing the issue through to resolution or coordinating the resources necessary to achieve that goal This may involve diagnosing and resolving an issue or escalating tickets to colleagues and Team Leaders <li> <li>You will diagnose and resolve desktop software and network problems related to functionality connectivity management and monitoring or other software and hardware problems<li> <li>You will partner with members of the Jones IT Team to proactively collect and share experiencestoolsinformation that will aid in maximizing the value of efficiency and teamwork for our company and all of our clients<li> <li>You will document solutions and procedures<li> <ul><p><br > <strong>KnowledgeSkills Requirements<strong> <p> <ul><li>You are able to absorb new knowledge and apply them to solve problems<li> <li>You are able to collaborate well in a team environment<li> <li>You are sensitive to clients needs and able to develop warm client relationships<li> <li>You are able to explain technical issues to nontechnical people in simple language<li> <li>You are able to manage a variety of tasks technical as well as administrative at one time<li> <li>You have good written and verbal communication skills<li> <li>You give attention to detail<li> <li>You possess some knowledge of operating systems desktop applications email clients and basic networking<li> <ul><p> <br ><strong>EducationExperience Nicetohaves Optional<strong> <p> <ul><li>13 years of experience<li> <li>College degree<li> <li>Some Customer Service experience<li> <li>Some experience with desktops laptops Macs email cloud services malwarevirus removal and basic networking preferred<li> <ul><p> <br ><strong>What we offer<strong><br ><p> <ul><li>Competitive salary starting $66560 + $2500 potential raise first 90 days + $7500 promotion growth opportunities within the first year + $2400 bonus for approved certifications<li> <li>Generous PTO<li> <li>Commuter benefits<li> <li>Possibility of some remote work<li> <li>Extensive training in tools of the trade and best practices<li> <li>Monthly Friday inoffice breakfast from local chefs<li> <li>And many other benefits<li> <ul><p><br ><strong>About Jones IT<br ><strong><br >We began our journey in 2002 when Evan Jones launched Jones IT Consulting along with his friends in his garage Jones IT has since grown to become a trusted partner for over 200 businesses in San Francisco and beyond <br >We have an evergrowing team of highly skilled engineers and consultants coming from diverse backgrounds all very passionate about technology and more importantly we all believe in delivering service with a smile<br ><p> <p><em>NOTE Pursuant to the San Francisco Fair Chance Ordinance we will consider for employment qualified applicants with arrest and conviction records<em><br ><p> <p><em>COVID19 VACCINATION NOTE Given the nature of our business and onsite support services new hires are recommended to be up to date on COVID19 vaccines according to CDC guidance <em><em>httpswwwcdcgovcoronavirus2019ncovvaccinesstayuptodatehtml<em><em><em><br ><p>
Tax Manager - Seattle
Company: Brighton Jones
Location: Seattle, WA
Posted Feb 23, 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 pioneering the next change in the wealth management industry with our focus on aligning our clients money with what matters to them through MESI Mindfulness Emotional and Social Intelligence This allows us to help our clients align their resources with their values passions and purpose so they live happier healthier lives<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>Brighton Jones one of the countrys fastestgrowing wealth management and tax firms is looking for a Tax Manager or experienced Senior Tax Associate ready to be a Tax Manager to join the team and provide immediate positive service impact for individual income tax planning and compliance fiduciary income tax planning and compliance and related estate gift and charitable tax planning and compliance<p> <p><br ><p> <p>We are looking for a passionate and talented Tax Manager who enjoys developing and maintaining lasting relationships with our clients We really get to know our clients have a deep understanding of their personal and business goals and provide highquality tax and planning advice using a consultative and comprehensive approach <p> <p> <p> <p>A significant portion of the Tax Services practice consists of managing the tax compliance process for our clients individual income tax trust and gift tax returns This position is responsible for overseeing a portion of the Tax Services group in the preparation and planning process for the firms 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>Lead tax client service team for compliance and tax planning for some of the firms clients<li> <li>Final review and sign off of tax returns federal amp state returns for individuals corporations partnerships trusts and estates<li> <li>Oversee tax projections and tax audits for clients <li> <li>Support the advisory team in tax planning related functions <li> <li>Assist clients by phone support and attend client meetings <li> <li>Conduct technical research as needed<li> <ul><p><b>YOUR EXPERIENCE<b> <p><ul><li>Bachelors degree in Accounting and CPA required Masters in Taxation or JD preferred<li> <li> 4+ years of complicated individual income tax return compliance required estate gift trust and partnership experience also required<li> <li>Working knowledge of data collection data analysis and evaluation<li> <li>Strong computer skills Windows MSFT Office Excel Adobe Acrobat and the ability to learn and adapt quickly to new software systems Salesforce etc and tax research tools BNA Portfolios and RIA Checkpoint<li> <li>Experience with CCH Axcess Tax BNA Tax Planner preferred<li> <li>Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code Regulations and other tax pronouncements<li> <li>Able to manage heavy workloads and projects many on a time sensitive basis<li> <li>Excellent oral communication skills with an ability to interact with a tightknit team of firm professionals with a range of tax knowledge<li> <li>Highly motivated with ability to function well in a fastpaced environment with continued growth and development<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>Compensation<b> <p><ul><li><b>Annual Compensation<b> $80000 $125000 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><b><u>What to expect in the hiring process<u><b><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> <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><br ><p> <p><p>
Lead Advisor - Seattle
Company: Brighton Jones
Location: Seattle, WA
Posted Feb 23, 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>Brighton Jones is looking for a Lead Advisor to join the team and provide immediate positive service impact for our clients In this critical role you have the primary responsibility for client relationships and work closely with each client to establish their comprehensive wealth management strategy A Lead Advisor has extensive client contact and directs both internal and external resources to accomplish client objectives Our Lead Advisors 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 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>Develop and expand relationships with centers of influence such as attorneys and CPAs resulting in additional business opportunities<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> <li>Support Business Development team in new client acquisition through participation in the sales process and generates referrals from existing clients<li> <li>Support Brighton Jones mission by using objectivity creativity and passion to help our clients colleagues and community members live richer lives<li> <li>Provide teammates with timely candid and constructive performance feedback develop employees to their fullest potential and provide challenging opportunities that enhance career growth<li> <li>Assist with development and presentation of training programs including coaching of team members on financial planning strategies<li> <ul><p><b>Your Experience<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 an inoffice fulltime and exempt position We are a work from office culture with lots of flexibility<li> <ul><p><b>Compensation<b> <p><ul><li><b>Annual Compensation<b> $120000 $300000 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><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>