What are the responsibilities and job description for the Associate Analyst I, Wealth Management position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 18-Mar-2026. The posting may close early due to the volume of applicants.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Support the analysts in proactively identifying, recommending, and monitoring quality investment solutions, consistent with the firm's long-term investment philosophy, our 4-pillar framework, and stakeholder objectives to help clients achieve their goals.
- Provide proactive support to analysts, such as helping prepare for calls, writing recommendations, performing attribution and other analysis.
- Establish proficiency in tools and systems such as Morningstar Direct, Factset, and APEX, utilize these tools to support analysts, and to update appropriate tools/databases
- Assist in the provision of timely context, information, and insights to key stakeholders related to performance or relevant news flow.Communicate recommendations and other timely information clearly and concisely within the team and to relevant stakeholders to help them make better informed decisions.
- Quality of written communications, live presentations, webexs and conference calls
- Tailors communications to the audience and adheres to firm and team communication best practices.
- Actively participates and shares perspectives in team and department meetings
- Work in partnership to positively impact firm and team results, and to empower stakeholders to achieve their strategic objectives within an inclusive environment.
- Impact the team by having a positive attitude and actively soliciting other people's perspectives and ideas to accomplish objectives.
- Actively engaging with key stakeholders to achieve our organizational mission.
- Support department, division and firm initiatives
- Bachelors Degree in Finance, Economics or similar consistent with investment manager due diligence.
- 1-3 Years Industry Experience in Finance, Economics, Investment Manager Due Diligence or similar.
- Series 7 and Series 66 consistent with department policy.
- CFA - Begin or work towards consistent with department policy required.
- Desire to work in partnership with other team members to deliver team results.
- Desire to learn or contribute to data and analytic work including Python, R, AI integration or other similar skillsets preferred.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.