Relationship Manager - Financial Institutions, EX
Global Payments Inc. job in Ohio
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow.
About Heartland, A Global Payments Company
Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together.
Job Summary
Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FI-RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce, upselling current clients on other Heartland products and services, and maintaining regular communication with the Financial Institutions District Manager.
Job Duties
As an FI-RM you will engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners. Your role involves fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success.
During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
Additional Responsibilities
* Responsible for prospecting new clients into the North America Merchant Services realm.
* Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce.
* Engaging with your assigned FI partner through weekly branch visits, monthly training sessions, bank meetings and huddles.
* Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota
* Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date on industry trends and technology.
* Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager.
* Additional responsibilities may be assigned as needed.
Desired Skills & Capabilities
* Excellent prospecting, communication, presentation, and networking skills
* Works well independently and as part of a team
* Incentive-driven sales "hunter"
* Professional demeanor and impeccable integrity
* High sense of urgency and innate sales talent
* Enjoys cold-calling and speaking with people face to face
* Experience with Pipeline lead management
Minimum Qualifications
* 18 years of age or older
* This position requires regular driving to visit client sites, therefore a valid drivers license is necessary
* In accordance with state law, a background check will be conducted after a conditional offer of employment
* Completion of mandatory drug screening on or near 60th day of employment
* Live in area relative to job posting location
* Ability to be in the field, a minimum of 75% of the time
* 4+ years of sales experience
Preferred Qualifications
* High school diploma/GED
* At least two years of relevant experience
Competencies
* Awareness
* Driven
* Resilient
* Respectful
* Committedness
Benefits
Heartland, A Global Payments Company offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: ****************************************************************
Compensation
Ready to grow your career and your paycheck? Here's the breakdown:
Total earnings with Base Salary (OTE): $100,000 - $130,000+
* Salary: $40,000
* Residual Income: Keep earning from your hard work
* Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals.
Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now!
Diversity and EEO Statements
Heartland is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice.
Heartland, A Global Payments Company, is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.
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#LI-Hybrid
Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.
Auto-ApplySenior Learning and Development Specialist
Saint Louis, MO job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview:
The Home Office Leadership Development team in Human Capital is responsible for developing, executing, and measuring the impact of the learning and development strategy for approximately 1500 home office leaders, team leader through director. As a member of the team, you'll have the opportunity to shape the strategy, design innovative and impactful learning experiences, tailored to the unique needs of your audience, deliver first-class learning experiences, and measure the impact they have on your learners.
The Senior Learning and Development Specialist is responsible for providing strategic consultation to key business partners in service of supporting and enhancing a leadership development ecosystem that demonstrably impacts business results and supports the ongoing development and engagement of home office leaders. This role is further responsible for designing, developing, curating, deploying, managing, and measuring innovative, best-in-class learning experiences and holistic solutions that align to leader "moments that matter," and support division and firm outcomes.
What You'll Do:
Identify current and emerging learning and performance needs through ongoing consultation with key business partners within Human Capital.
Design, develop and implement learning and development solutions through strategic partnerships with key stakeholders across the firm, positively influencing key performance indicators.
Continuously develop and utilize expert knowledge to ensure recommended and designed learning solutions align with business needs, learner needs and best in class leadership development principles and theory.
Partner with vendors to align solutions to Edward Jones leader needs, colleague experience and business outcomes.
Apply broad business perspective and learning expertise to uncover, prioritize and address leader learning needs.
Partner with data and analytics team to identify and implement measurement strategy to determine efficacy of learning solutions on performance and business outcomes. Provide regular reports of learning, performance and business impact of learning solutions.
Demonstrate expert level facilitation skills in asynchronous, virtual and in-person classroom experiences.
Design learner-centric development experiences that align to user/customer experience (UX/CX) best practices.
Key business partners include but are not limited to division leaders, HC business partners, and business unit leaders and leaders/associates in the Talent organization, including the Leadership Development leadership team.
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.
Hiring Minimum: $84100
Hiring Maximum: $143100
Read More About Job Overview
Skills/Requirements
What Experience You'll Need:
Minimum of 7+ years of experience in a learning related role (i.e. leadership development, instructional training design, development, learning measurement, consulting, facilitation, vendor management)
5+ years of experience in influencing and consulting with key stakeholders to enable learning initiatives and projects affecting large audiences with positive outcomes. Ability to define strategy, implement action plans, recommend and implement continuous improvement, develop and monitor expense, manage and implement projects, and manage external resources
Deep expertise in current leadership development theory, principles, assessments, and frameworks
Ability to lead and manage multiple mid/long term projects concurrently
Excellent interpersonal, relationship-building and communication skills
Ability to adapt to a dynamic and fast paced business environment
Ability to work successfully in ambiguous contexts and projects
Strong project management, project planning, time management and coaching skills
**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.**
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
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Program Coordinator - Security Risk Analyst
Saint Louis, MO job
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants.
Overview:
Within Global Security Services, the program coordinator (Security Risk Analyst) is responsible for coordinating and administrating security programs. The program coordinator responsibilities cross a variety of functional areas. Common responsibilities include intelligence monitoring (OSINT), intelligence product creation and dissemination, project coordination, systems monitoring and administration, data reporting and analysis, implementation of communication strategies, compliance/audit support, and coordination of Global Security Services departmental programs.
Responsibilities include:
Monitor, administer and refine security systems. Systems currently include, but are not limited to:
Intelligence applications
Mass notification applications
Email surveillance
Develop tactical and strategic intelligence products for firm stakeholders
Develop and coordinate the distribution of inter and intra-departmental communications to service receivers and/or the firm
Conduct travel assessments, email surveillance and other investigations as needed to include persons of interest
Design, develop, deliver, and coordinate the implementation of training programs to service receivers regarding the usage of department reports and systems.
Coordination of education, awareness and training activities pertaining to Global Security Services programs
Coordinate Incident and CAD Reporting and Data Analysis
Coordination and development of operational efficiency initiatives
Design, develop, and implement efficient reporting and tracking systems that will collect and report key measures and data
Create, run, modify, and improve standard ad hoc reports to support the objectives and operations of service receivers
Coordinate Compliance and Audit Support
Coordinate responses to internal requests for security services
Prepare cost estimates and manage costs for various security and life safety programs.
Manage and evaluate performance and capabilities of external vendors
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.
Hiring Minimum: $61600
Hiring Maximum: $101600
Read More About Job Overview
Skills/Requirements
What you will need:
Education/Certification:
BS or BA in related field (preferred).
Minimum Years of Experience:
3 or more years in a relative role (preferred).
Functional skills:
Strong project management skills, and experience coordinating multiple projects simultaneously
Very strong organizational skills
Ability to evaluate and establish priorities, then implement plans to accomplish them
Highly collaborative
Strong written and verbal communication skills required, including the ability to convey technical information to non-technical audiences
Develops and maintains relationships with key contractors and internal service receivers
Strong business and security system/application acumen
Demonstrable understanding of and experience with the intelligence cycle to include tactical and strategic intelligence product creation and dissemination
Experience with open-source intelligence
**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.**
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
#LI-HO
Senior Brand Content Strategist- High Net Worth
Saint Louis, MO job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 18-Nov-2025. The posting may close early due to the volume of applicants.
We're seeking a Sr. Brand Content Strategist to lead omnichannel content strategies for our high net worth (HNW) investor business segment. This role requires a deep understanding of brand content, marketing and communications tailored to the financial services industry, particularly for investors who have a high net worth and high total investable assets. The right person should be highly familiar with the products and services that align with this target client's interests. This team player will develop strategies that ensure brand differentiation, relevance, and resonance for our HNW investor audiences. The ideal candidate is a strategic thinker with a passion for storytelling, a deep understanding of premium wealth management services, and the ability to translate complex ideas into impactful brand narratives that contribute to quantifiable commercial value for clients and prospects.
What you'll do...
● Lead the creation and execution of clear messages, creative communication plans and campaign ideas for HNW investors, in partnership with agencies and other firm stakeholders.
● Partner with senior firm leaders and matrixed teams to bring our differentiated brand to life through targeted content and client materials.
● Serve as a bridge and translator between product/service/wealth management/business segment teams and content marketing strategy and execution.
● Provide strategic direction for content and campaigns, ensuring alignment with our enterprise-wide content strategy and HNW brand voice.
● Coach and partner with others to develop messaging strategies and ensure consistency across all communications (owned, shared, paid is focus; partner with adjacent team on earned media).
● Utilize data and insights to drive content strategy and inform proactive discussions around audience needs in the high net worth segment
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.
Hiring Minimum: $99200
Hiring Maximum: $168900
Read More About Job Overview
Skills/Requirements
What you'll need...
Bachelor's Degree in marketing, communications or similar major
10+ years of experience in marketing communications, preferably in the financial services sector
Communication/Messaging Strategy aligned to brand standards and guidance
Content Development and content marketing
Go-to-Market/Integrated Marketing Strategy
Content Intelligence/ Analytics/Measuring Effectiveness
Omnichannel Management
High degree of personal initiative and critical thinking
Creative thinking and seasoned judgment
Ability to influence and make effective decisions; create consensus among team
Deep understanding of financial services, particularly products and services preferred by high net worth and affluent investors
Experience in developing content strategies for various communication channels, including social media, websites, email, direct mail, events and digital media
Proven track record of navigating complex environments and working effectively in team-based or matrix environments
**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.**
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
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Team Leader- Generations Tax Strategy
Saint Louis, MO job
Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 06-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview:
The Edward Jones Generations™ team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.
What You Will Do:
Lead a team of tax subject matter experts holding advanced designations who are responsible for supporting branch teams and complex client engagements in order to better meet client needs and deepen client relationships through the delivery of the Edward Jones Generations Private Client Services experience. This team serves as a tax planning expert in partnership with the senior planner and financial advisor to uncover, understand, and articulate tax planning needs. They also leverage relationships with, and provide oversight to, external 3rd party service providers, such as tax planning and advice firms, to bring forward tax planning strategies, recommendations, and implementation support. We work in a highly collaborative and fast-paced environment, where we welcome fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape. The team leader is expected to run the day-to-day business, including updating and ensuring alignment to all written supervisory (WSPs), standard operating procedures (SOPs) and oversight of risk associated with working directly with branch teams and clients. The team leader is also expected to hold the team accountable for exceeding business results and will be required to ensure all tax planning recommendations are suitable and align to client goals.
Responsibilities include:
Develop and execute team objectives and drive team performance (feedback, training & coaching) in support of department and firm objectives.
Lead the strategy to evolve and set team guidance on presenting complex concepts in an understandable and actionable manner to home-office associates, branch teams and clients to provide customized solutions.
Coach team members on their tax planning delivery including but not limited to their collaboration with Generations colleagues, written tax planning summaries, and client interactions.
Act as an advanced subject matter expert in their area of tax planning and translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas.
Act as a resource for firm strategy, knowledge and interpretation of industry rules and regulations, and potential rule changes as it relates to area of expertise and translates to strategic initiatives within various business areas.
As a tax subject matter expert, present to branches through the various channels available within the department such as webinars and field-based training meetings. This may also include providing expertise for content development and acting as a subject matter expert for formal training programs led by Enterprise Learning, WMAS Content Creation or other areas.
Lead department, division, and/or firm-wide committees and projects; demonstrating the ability to influence without authority with peers and senior leaders.
Manage, create, and ensure adherence to department written supervisory procedures (WSPs) and Standard Operating Procedures (SOPs) for communication with the public, professional designation reviews, and information barriers.
As a series 24 principle - review and approval client facing materials to ensure it's fair and balanced, accurate, and evaluate financial planning recommendations to ensure alignment to client goals and suitability given client's full financial picture.
Support the development, maintenance and modification of vision, mission, and long-term strategic plan with the HNW Business Segment team through the management of a strategic planning process, including driving measurement of progress against stated short, medium, and long-term strategies
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.
Hiring Minimum: $140400
Hiring Maximum: $239100
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Experience You Need:
Bachelor's degree in Business, Finance, Accounting or Law required
CPA required
CFP preferred or obtained in accordance with firm policy
Series 7, 66, and 24 required or must be obtained within 6 months of hire
Direct client service experience as a member of a HNW client-facing professional team required
Deep Subject Matter expertise in complex tax planning for HNW clients
Previous formal leadership experience required
Strong presentation and communication skills
Personal initiative and ability to collaborate and build relationships
Ability to lead small groups and present findings in a clear and concise manner
Ability to lead a client meeting with multiple professionals
Ability to understand and interpret how changes in tax laws, legislation, and regulatory changes impact HNW tax planning and client facing strategies and recommendations
What Could Set You Apart:
Advanced degree preferred
Active FINRA licenses
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
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
#LI-HO
Specialist I - Expenditure Management
Saint Louis, MO job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 21-Nov-2025. The posting may close early due to the volume of applicants.
Overview:
The Expenditure Management Specialist I role is an opportunity for a service minded individual to support our branch teams by ensuring timely, accurate and compliant filing and payment of our branch business licenses and personal property tax obligations. The team's goal is to increase the amount of time available for our branch teams to serve clients by eliminating this administrative burden. We have a small, close-knit team that works collaboratively to meet the variable volume and demands of our deadline driven work. We have built and maintain trusted relationships with key stakeholders such as Accounts Payable, Asset Management, Branch Real Estate, Tax, and Legal to deliver superior results.
Key Responsibilities:
Property tax filing and payments
Business license compliance functions and payments
Data management including large file manipulation and uploads
Credit card and accounts payable payment reconciliations
Branch team service escalations and follow up with jurisdictions on licensing and tax matters
Work closely with the team, with other departments within Finance, and with various levels of associates in other divisions of the Firm.
Coordinate with others to accomplish tasks and meet deadlines efficiently.
Identify and proactively escalate complex and broad impact issues to the leadership level unless precedent and/or procedure already exist.
Occasional administrative work such as mail review and document scanning
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.
Hiring Minimum: $46600
Hiring Maximum: $76800
Read More About Job Overview
Skills/Requirements
What you will need:
A Bachelor's Degree in Accounting, Finance or Business preferred or 3+ years of equivalent experience
1+ years of professional experience is preferred.
Proficiency with Office 365 (Excel, Word, Outlook, SharePoint, PowerPoint)
General knowledge of accounting practices and principals
Ability to identify and research accounting business process and/or control issues that occur
Basic financial analysis skills
Ability to communicate effectively with internal and external parties in verbal and written communication
Excellent organizational skills, strategic thinking, and process improvement
Strong initiative and ability to work independently
Ability to make routine and low risk decision independently in accordance with precedent and/or workflow procedure
Ability to master, influence and teach others on area of responsibility
Prior experience with PeopleSoft Financials is a plus.
**Candidates that live within in a commutable distance from our St. Louis, MO home office location are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
#LI-HO
Branch Escalation Manager- Technology
Saint Louis, MO job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 18-Nov-2025. The posting may close early due to the volume of applicants.
Responsibility Summary:
Lead Branch & Forum Member escalations from Inception through to Resolution
Act as advocate for the FA and Branch Team when they need extra help and expertise from the Home Office
Provide one, single contact they can rely on for updates and resolution
Build Strong Rapport with Branch Team, to build trust and recognition as reliable escalation contact
Act as a Sounding board for general questions/concerns about a technical topic
Connect with Key Stakeholder groups to build network of skills and experience that will aid in Escalation Resolution
BSD Technology Teams
Digital Product Teams
INF Technology Teams
HD / Tech - Adv Branch Support
Service Division - Adv Branch Support
Operations Division - Acct Processing
Branch Development - Share Real Estate
Collect, Analyze and Summary data supportive to resolving existing Branch Team issues and predicting potential future incidents
Provide expertise to Tech teams in best methods to gather and monitor Branch activity supportive of Tech analysis and troubleshooting [i.e. Branch Team Zoom monitoring; Tool usage and navigation]
Build familiarity with Tech monitoring tools to support data collection and analysis [i.e. Branch Health; Nexthink; Splunk; Grafana]
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.
Hiring Minimum: $84100
Hiring Maximum: $143100
Read More About Job Overview
Skills/Requirements
Qualifications Required in the Job:
8+ years of experience within Financial Services industry
4+ years experience in a Field-facing guidance/coaching/support role [direct or indirect]
2+ years of experience in Technology role
Depth of knowledge of principles and practices of a specific field of specialization such as finance, human resources, IS, marketing, etc.
Establish/Strengthen proficiency in the following areas:
Branch Systems/Workflow [High]
Digital Workspace Current and Future feature sets [High]
Communicates with Impact to Branches/Areas/Regions and HQ Leaders/Stakeholders at all levels [High] • Case management -track updates and status from multiple stakeholders; perform as single point of contact for branch team [Med to High]
EDJ Device Troubleshooting [Low to Medium]
Network/Connectivity [Low to Medium]
Problem Solving:
Profile of Escalation problem solving -
Complexity: Medium a. Incidents do not require high proficiency in any one technical or business topic b. Subject Matter Expertise can be solicited for most incidents
Amount of Fact Finding: Medium to High a. For small set of incidents, resolution is readily available or can be obtained with minimal research. b. For most, resolution requires research of policies/capabilities along with consultation of Subject Matter Experts
Frequency: Daily
Span of Influence:
This role does not have direct supervisory responsibilities.
The person in this role is an Advocate for the Branch Teams. Thus, the nature and frequency of escalations will dictate the need to engage and influence various areas to provide proper priority, resources and focus on the Incident at hand.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
#LI-HO
Associate General Counsel I- Legal
Saint Louis, MO job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants.
We are looking for an experienced attorney to provide legal advice to our network of branch teams and support to business leaders across the Firm. The individual selected for this role will enjoy the benefit of working for a well-established 100+ year-old Fortune 500 firm. This person will be responsible for:
Providing legal advice and counsel to the firm, branch teams and internal business areas on a wide variety of branch and account-related legal issues, including matters involving powers of attorneys, court orders, trusts, estates, beneficiaries, account authorization, privacy, financial industry regulations, and client-related litigation.
Identifying, mitigating, and managing potential risk to the firm, its affiliates, and its associates.
Offering solutions-based advice by resolving conflicts before they escalate into complaints or litigation.
Working with internal business areas to provide legal advice on processes and procedures to support our financial advisors and clients.
Preparing associates to testify in non-party matters.
Ensuring branch teams and home office associates adhere to regulatory and legal guidelines and policies and procedures of the firm.
Handling matters independently, while exercising good judgment on when to escalate.
Communicating effectively with other attorneys, professionals, associates and leaders.
Identifying and managing outside counsel as needed.
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.
Hiring Minimum: $117000
Hiring Maximum: $199300
Read More About Job Overview
Skills/Requirements
Juris Doctorate with exceptional academic credentials
License to practice law in Missouri or an ability to obtain within six months of hire
Minimum of 8 years of progressive responsibility as an attorney in private practice, in the public sector, or in an in-house counsel capacity
Securities industry and/or litigation experience preferred
Excellent analytical and problem-solving skills
Sound judgment and an ability to appropriately assess risk
Exceptional verbal and written communication skills
Strong organizational and prioritization skills in a deadline-driven environment
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
#LI-HO
Director - Client Experience (CX) Journey Owner
Saint Louis, MO job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 28-Oct-2025. The posting may close early due to the volume of applicants.
Opportunity Overview
Leads and drives strategy, planning, and execution for key, identified experience journeys that are critical to the success of Edward Jones firm ambition. Accountable for performance and success of key firm portfolio of client experiences. Provides strategic direction to full cross functional organization who play a key role in helping to develop the current and future-state client experience and enabling the firm to be Experience First. Directly leads, and/or provide consultation and/or oversight to division and firm projects, exercising strong critical thinking applying experience practices, driving decision making in the name of delivering the best experiences possible. Identifies vision for future state of key EJ experiences that will serve as competitive differentiation. Directly leads leaders and the teams responsible for establishing Experience practices and driving firm adoption of those practices.
What You'll Do
Develop and implement highly complex strategies and practices to improve client experience strategy, practices, measures and outcomes for critical experience journeys.
Provide clarity to the firm on what it means to be Experience First by leading the teams building the Experience First mindsets and toolsets that can be applied to a variety of situations.
Collaborate with and influence senior leaders at the highest level of the firm, including Leadership Forums, to achieve experienced based enterprise, functional and business segment objectives, align work and resources.
'Champion responsibility-based management to enable leaders to build high performing, diverse and inclusive teams. Lead leader and associate development and career pathing.
'Champion the voice of the client / branch team and experience measures to senior leaders articulating the outcomes to be achieved by investing in those areas.
Thrives in ambiguity, bringing clarity of direction, processes or tools to establish and achieve outcomes.
Empower team members to resolve issues through clarity on their accountability. Investigate and resolve escalations with varying and high degrees of complexity and impact
Provide thought leadership and strategic direction for divisional and firm level initiatives, to align with firm objectives and strategies, creating business cases to gain buy-in and advocacy for the experience.
Assessing the depth and breadth of capabilities available and bringing together the optimal set to achieve the goal.
Deep understanding of business strategy, experience strategy and knowledge/ability to deliver programs that support business initiatives and drive desired action.
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.
Hiring Minimum: $168500
Hiring Maximum: $286900
Read More About Job Overview
Skills/Requirements
What You'll Need
15+ years' experience demonstrating increasing levels of responsibility, leadership and strategic marketing or planning
Bachelor's degree (Masters preferred)
Experience marketing expertise while demonstrating increasing levels of responsibility
7+ years of direct or indirect leadership experience in strategic roles that impact the customer experience.
Experience in developing and directing others to deliver strategic experience and business outcomes in large, complex, matrixed organizations.
Ability to lead and manage varying levels of cross functional leadership roles with varying level of responsibilities within division and firm.
Excellent people management skills with an emphasis on our leader behaviors and mindsets.
Ability to drive action and execution through engaging, transparent, cross functional leadership.
Understanding of outcome-based accountability and performance standards.
Ability to make multiple complex, non-routine decisions independently without benefit of established guidelines, procedures or policies that have far-reaching impact across the organization.
Ability to influence senior levels of the firm and be perceived as a thought leader.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
#LI-HO
Financial Advisor
Fishers, IN job
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
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Trust Advisor
Saint Louis, MO job
Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants.
Team Overview:
Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. Teams are responsible for new account onboarding and due diligence, account opening, branch training and education, business development, and the development and maintenance of marketing collateral and resources. The team also has accountability for enhancing and delivering the client experience in partnership and collaboration with Financial Advisors and branch teams, internal stakeholders, and external professionals including attorneys and CPAs.
What You Will Do:
The Trust Officer is responsible for the management of trusts, estates and investment management accounts and serves as the primary relationship manager for the accounts they manage.
The responsibilities include:
Daily management of trust accounts in accordance with the language provided in the governing instrument (trust agreements, wills, powers of attorney and all contracts relating to the account relationship), Edward Jones Trust Company guidelines, and federal and state fiduciary standards
Deep discovery for asset identification, asset gathering and analysis
Onboarding new client and branch relationships; developing, strengthening, and retaining client, beneficiary and branch team relationships
Reviewing, understanding, and interpreting complex legal documents, including trust agreements, wills, powers of attorney and other contracts to limit regulatory and legal risk
Partnering with financial advisors to fully understand clients' needs and deliver an excellent client experience
Discussing and explaining tax and estate planning concepts and trust terms with beneficiaries and financial advisors
Managing client service with other Trust Company and Operations associates, branch teams, attorneys, CPAs and outside business professionals
Understanding and balancing the needs of grantors, current beneficiaries and future beneficiaries and effectively communicating this analysis to grantors, beneficiaries, and branch teams
Coordinating the management and risk mitigation of special assets and real estate
Serving on Trust Company committees, participating in business planning or other initiatives as requested
*This position is known internally as a Trust Advisor I
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.
Hiring Minimum: $72700
Hiring Maximum: $119800
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
What Experience You Will Need:
Bachelor's degree required or equivalent training, certification or work experience.
At least 3 -5 years trust, estate management, or related legal or financial services experience required
Knowledge of trust principles, including: fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxes, and investment principles required
Demonstrated ability to balance compliance, legal, and business decisions
Demonstrated ability to manage competing priorities resulting from a high account load
Advanced organizational skills are required
Must be highly skilled in written and verbal communication (especially in the explanation of complex legal matters to clients that may not have deep acumen in these complex legal matters) and demonstrate high level of interpersonal skills
What Could Set You Apart:
Substantial progress toward professional certification, such as CTFA, CFP strongly preferred
Ability to work in team based environment, delegate work appropriately, and lead meetings effectively
Ability to use trust accounting system, Microsoft products and other automation tools
Ability to effectively train, delegate and informally lead others who provide service to the client and branch team
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.
Current home-based associates please note: Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
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Tailored Licensed Support Financial Representative
Saint Louis, MO job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 18-Nov-2025. The posting may close early due to the volume of applicants.
The Tailored Licensed Support (TLS) Team acts as a fiduciary, remotely serving clients in partnership with the clients' local Branch Office Team.
Tailored Licensed Support associates are experienced licensed financial advisors with extensive industry knowledge and firsthand branch experience ready to partner with their Branch Teams on day one. The TLS associate effectively and efficiently performs any licensed tasks the Financial Advisor performs and will be paired with up to 2 Branch Teams.
What Characteristics would make you a successful Tailored Licensed Support Financial Representative:
Build meaningful relationships with the branch team and their clients, with an understanding of legal and regulatory requirements related to providing financial solutions.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Gathering information and collecting suitability information to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Leverage firm systems, tools and resources to support Goal Based Advice conversations in a tailored approach and apply knowledge of the Edward Jones business model, investment philosophies and values.
Demonstrate flexibility in shifting between two branch teams, prioritizing the needs of each branch on a daily basis.
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.
Hiring Minimum: $72700
Hiring Maximum: $119800
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
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Skills/Requirements
Position Requirements :
High School Diploma/Equivalent required; Bachelor's degree preferred
Current Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply and the ability to be registered in all 50 states at time of application
Insurance License required and the ability to be licensed in all 50 states at time of application
At least 3-5 years of securities industry experience as a Financial Advisor or equivalent position requiring extensive product, service, market and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred
Must be able to understand information about various securities, market conditions, industry trends, financial planning and relationship building
Strong critical thinking skills are necessary
Ability to provide support on Day 1 and immerse yourself into a branch team's business plan to quickly contribute to their success
Strong verbal and written communication skills required in various formats including video, telephone, and face-to-face
Some travel required to the HQ and branch teams served (Less than 10%)
Candidates that live within a commutable distance from our Tempe, AZ home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
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Technology Team Leader- Data Modeling
Saint Louis, MO job
Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 24-Nov-2025. The posting may close early due to the volume of applicants.
Edward Jones is seeking a talented leader and data modeler to lead a team of data modelers who will assist with the analysis, design, and implementation of information solutions. As a team leader you will plan, direct, and lead a team of associates and contractors.
To ensure success as a data modeling team leader, you should have experience in leading data management professionals and have knowledge of 3NF and dimensional logical data modeling methods as well as excellent communication skills. As a team leader you will direct and coach our data modeling team and work to improve data quality, reduce data redundancy, streamline data movements, and improve enterprise information management.
Responsibilities:
Align team activities, strategies, responsibilities, proposed design solutions and objectives with Edward Jones strategic direction.
Provide leadership, development, and coaching to associates through examples and timely feedback.
Develop and execute on-going improvements for processes related to the team.
Support solutioning efforts by ensuring they receive the appropriate data modeling support.
Manages and develops self while internalizing leadership feedback.
Understanding of the team's systems, processes and technologies. Create automation or bring in AI where helpful and evolve data modeling.
Establish and maintain effective communications and relationships across teams, departments, countries, vendors and other divisions. Market Data Modeling to groups at all levels, business partners, Product Management and delivery teams.
Build OKRs with peer leaders, survey groups for feedback and measure results.
Ensure prudent use of the firm's financial resources.
Establish and maintain effective relationships with vendors.
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.
Hiring Minimum: $117000
Hiring Maximum: $199300
Read More About Job Overview
Skills/Requirements
Qualifications Required in the Job:
Bachelor's degree in computer science, information technology, or a similar field preferred.
Minimum of 5 years of experience directly related to Information Systems technology with at least 3 years in a leadership role (mentoring associates, lead analyst, project leaders, etc.) preferred.
Must have a minimum of 5 years of hands-on experience with 3NF logical, dimensional, and physical data modeling.
Strong interpersonal skills and excellent communication and presentation skills.
Technical Skills:
Knowledge of:
Metadata management and related tools.
Relational and document database technologies.
Business process modeling is preferred.
Physical data modeling for document stores is preferred.
Experience with ERWIN preferred.
Knowledge of business processes, business system interactions, infrastructure dependencies, system controls, monitoring, etc.
Understanding of Agile Methodologies and system development methodologies and processes within IS (change management, QA, Project Life Cycle, etc.)
Problem Solving:
Able to appropriately react to system availability issues while leading team resources with appropriate urgency
Able to look at business objectives and provide solutions to problems that align to the firm's objectives.
Decision Making:
Team Leader must be able to professionally respond to escalations from other teams.
Team Leaders must be able to lead escalations within the team. These escalations will vary in complexity and often impact other areas.
Span of Influence:
Daily decisions made can impact on the entire firm's technology availability, performance, and ability to meet the customer's needs (approving system changes, code promotions, etc.).
Team Leaders have a medium impact on strategic decisions.
Duration of impact is normally short-term, immediate effect; most decisions will be executed within a few hours or days.
Typically, responsible for 8 or more associates and/or contractors.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
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General Manager
Easley, SC job
Your Opportunity:
General Manager Titlemax Easley, SC
As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation.
While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential.
What We Offer:
Compensation
This position has an hourly pay rate of $19.25 and is eligible for performance bonuses.
The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries.
Operations experience in a leadership capacity.
Excellent verbal and written communication skills.
Proficiency in using phones, Point of Sale, Microsoft Office, and other systems.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Associates degree or higher.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Manage overall store performance by meeting or exceeding Company performance standards.
Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports.
Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue.
Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits.
Enforce adherence to quality standards, procedures, and local and state laws and regulations.
Participate in audits and compliance reviews as directed by the corporate office or District Manager.
Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses.
Conduct proper opening and closing procedures and train new staff in keyholder duties.
Participate in the selection, review, hiring, and retention of new employees.
Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance.
Handle complex customer situations that arise with integrity and professionalism.
Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.*
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
Lead AI Themes Strategist - Analytics Strategy
Saint Louis, MO job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 12-Nov-2025. The posting may close early due to the volume of applicants.
This position is responsible for strategic consulting on the execution of the firm's AI and automation. The primary focus of this consulting is on applying AI and automation solutions to help solve major barriers to the success of firm strategies. The role is expected to link strategic needs across firm strategies and divisions. This role is highly independent and provides coaching and guidance to leaders and team members (within own area and across the firm). This role is expected to be a model actor of a team-based approach and will often lead in a matrix leader fashion across several HO capabilities.
Key Responsibilities:
Provide consulting on the successful execution of multiple division and enterprise AI efforts (e.g., design and implementation of AI agents) simultaneously using superior thought leadership, interpersonal skills, and professional expertise.
Proactively identifies and builds requirements and integration plan (including scope, timeline, metrics, and resources) for business leaders, from across the firm, to ensure solutions are built consistent to business needs and implemented within and across divisions.
Clearly outline the trade-offs in the requirements (enterprise and division level) for stakeholders to align on value, critical path, and ownership; and make recommendations based on well-developed point of view.
Work effectively in a matrixed organization and often lead the matrix team toward the agreed upon milestones. Identify, direct and coordinate resources (people, systems, tools) without direct authority. Independently manage prioritization of work execution of the group.
Represent and explain complex concepts and tools to a variety of audiences (OC members, Division leaders as well associates in small and large groups) by putting the solutions into their context.
Validate assumptions of client needs, market dynamics, and regulatory constraints using internal/external data to lead the formulation of enterprise level work; making recommendations to senior leaders on solution approach.
Consult with business leaders (VT leaders, division leaders, sr GPs) on the design and execution of innovative solutions; work closely with AI experts in the lab to confirm technical feasibility - represent both the business and technical sides.
Independently lead multi-disciplinary teams (comprised of 5+ people and disciplines) to address complex enterprise level business questions, maintain work progress, track progress and accountability to requirements; disciplines include analytics, data science, tech, AI, qualitative research, and social science.
Ensure project schedule, scope, and quality objectives are consistent between business requirements and technical design, taking corrective action, and escalating issues when necessary; leading multiple workstreams simultaneously.
Proactively initiate and recommend various methodologies to address enterprise business issues commensurate to the size of the opportunity and economic impact. Assess business feasibility and communicate tradeoffs and key dependencies in compelling/concise ways in a manner appropriate for the specific audience.
Independently identify patterns across initiatives within and across divisions; make recommendations related to consolidation or alignment. Explain the risks and tradeoffs.
Facilitate alignment sessions, working sessions, and workshops with key stakeholders and senior executives, incorporating novel/outside-the-box engagement tactics and methods, resulting in aligned decisions/recommendations and high participant engagement.
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.
Hiring Minimum: $117000
Hiring Maximum: $199300
Read More About Job Overview
Skills/Requirements
Bachelor's Degree
6+ years of experience in consulting and/or business development experience
Understand, analyze, and recommend various research methodologies (both qualitative and quantitative) to address firm-wide business issues.
Knowledge of statistics and analytical methodologies.
Skills Requirements: Data storytelling, insights generation, negotiation, problem solving, interpersonal communication, project management, strategic and systems thinking, persuasion/influence
What could set you apart:
Master's Degree
Financial Services industry experience is preferred
INTERNAL APPLICANTS ONLY: Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
**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.**
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
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Network Engineer III- Technology
Saint Louis, MO job
Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants.
Edward Jones is seeking a skilled and motivated Network Engineer III to join our Technology Division. This role is focused on the design, deployment, and engineering support of our enterprise branch network infrastructure, which connects over 15,000 branch offices. The successful candidate will ensure secure, scalable, and resilient connectivity using technologies such as SD-WAN, SASE, enterprise routing / switching, and Wi-Fi.
This is an excellent opportunity for a network engineering professional who thrives in a dynamic environment and is passionate about delivering high-performance branch connectivity solutions.
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.
Hiring Minimum: $84100
Hiring Maximum: $143100
Read More About Job Overview
Skills/Requirements
Bachelor's degree in Network Engineering, Information Technology, or related field; equivalent experience or certifications (e.g., CCNP, CWNA, etc) will be considered.
Minimum of 5 years of hands-on experience in enterprise network engineering, preferably in a distributed branch environment.
Proven expertise in:
SD-WAN design, deployment, and support
SASE architecture and integration
Routing and switching (Cisco / Meraki, Arista, Juniper, etc.)
Enterprise Wi-Fi (design, deployment, and troubleshooting)
Experience with network monitoring and diagnostic tools (e.g., Wireshark, NetScout, SolarWinds).
Strong analytical and problem-solving skills with the ability to resolve complex network issues.
Excellent communication skills, with the ability to explain technical concepts to non-technical stakeholders.
Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
Willingness to participate in an on-call rotation and perform after-hours work for configuration rollouts and maintenance.
Preferred Qualifications / What Could Set You Apart:
Experience with Zero Trust Network Access (ZTNA) and integration with SASE platforms.
Familiarity with cloud networking and hybrid environments (Azure, AWS, GCP).
Knowledge of network automation and scripting (Python, Ansible, etc.).
Exposure to financial services industry networking requirements and compliance standards.
Advanced certifications such as Cisco CCNP, Aruba ACMP, Fortinet NSE, or Palo Alto PCNSA.
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.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
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Department Leader - IS Governance, Risk, and Compliance
Saint Louis, MO job
Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
Team Overview:
As the Cyber Security Department Leader for Governance, Risk, and Compliance (GRC) Practice Management, you are a key member of the Information Security Leadership Team, responsible for driving governance, risk oversight, and regulatory compliance across Cybersecurity, Technology, and Data risk domains. You will collaborate with leaders to align risk management with the organization's security strategy. In this role, you will set the strategic direction and define the approach for Digital Risk Management in alignment with Enterprise Risk Management. This includes establishing frameworks for identifying, assessing, and mitigating risks, and guiding the adoption of industry standards (e.g., NIST CSF, CRI Profile, COBIT). You will shape processes such as exception management, control evaluation, executive risk reporting, and other risk governance activities; and ensure alignment with enterprise objectives and compliance requirements. You will also outline approaches for audits, compliance reviews, and regulatory inquiries while driving continuous improvement while fostering a productive environment for Associates.
What You'll Do:
Set the strategic direction for Digital Risk Management practices in partnership with the Director, ensuring alignment with Enterprise Risk Management and organizational objectives.
Oversee governance processes, including policy management, Key Risk Indicators (KRIs), exception management, control evaluation, risk appetite, and executive risk reporting.
Establish approach to maintaining accuracy of process inventory, control mapping, and effectiveness testing ensuring complete effectiveness and coverage.
Oversee and manage IT General Control (ITGC) completeness, effectiveness, and support of external audit reviews.
Ensure controls are tied to regulatory requirements, including SOX, NYDFS, SEC, RegSID, Canada Regulation, EJ Bank Regulators, and other applicable frameworks.
Directly interface with regulators and oversee associated document tracking, requests, and meetings.
Shape the risk assessment approach, ensuring comprehensive evaluation and mitigation of risks across Cybersecurity, Technology, and Data domains.
Collaborate with Enterprise Risk Management, Internal Audit, and other 1st line risk teams to ensure alignment and consistency in risk management practices.
Ensure ongoing compliance with regulatory requirements by leveraging technology-driven mapping exercises, continuous monitoring of regulatory updates, and engaging in industry peer networking.
Execute on a workforce management strategy that includes identifying, training, and retaining top talent by providing leadership, development, mentoring, and growth strategies in support of successfully achieving objectives. Provide leadership, development, and mentoring to Team Leaders, and Individual Contributors through examples and timely feedback.
Accountable for understanding and making prudent decisions related to financials and budgetary considerations for all resources and vendor engagements associated with the organization.
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.
Hiring Minimum: $140400
Hiring Maximum: $239100
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
What Experience You'll Need:
10+ years relevant cyber, technology, and / or data risk experience in progressive roles
5+ years of leadership preferred
Be available for on-call work and/or work scheduled outside normal business hours as needed
Be able to support highly confidential security investigations that require making critical decisions in extremely high-pressure situations that can have significant impact to the Firm (cost, inability to continue business operations, regulatory impacts and fins, and damage to EDJ brand and clients)
Experience in leading a large team of individual contributors or team of leaders. Including demonstratable experience in: defining strategic initiatives, tracking execution of strategic initiatives against clearly defined metrics, basic budget management, resource management, talent development and coaching, and strong employee engagement.
In-depth knowledge around leading a security or risk organization (preferably in a regulated industry such as financial). Including: Exceptional, concise, executive-level verbal and written communication, compliance and regulatory adherence, audit and regulatory exam support, continual understanding of the cyber threat landscape, cyber risk management, cyber governance, cyber risk/control/maturity frameworks, cyber technology landscape, and vendor relationship management.
Subject matter expertise in at least one security domain or two sub-domains. Including: Cyber Governance, Risk and Compliance; Threat and Vulnerability Management; Identity and Access Management; Security Engineering and Operations; Security Architecture; Application Security; Cyber Resilience and Recovery; or Insider Risk.
Functional understanding of core enterprise technology platforms and best practices. Including: infrastructure, software, data, cloud, engineering, architecture, digital transformation, change management, crisis management, business continuity, and disaster recovery.
What Could Set You Apart:
Certified Information Systems Security Professional (CISSP)
Certified in Risk and Information Systems Control (CRISC)
SANS Global Information Assurance Certifications (GSLC, GSTRT, GCFA, GCLD, GDSA, etc)
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
**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.**
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
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Senior Tax Officer
Saint Louis, MO job
Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 16-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview:
Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. The Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations.
What You Will Do:
The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of the Trust Tax Manager. Responsibilities include:
Reviewing and understanding trust documents; assimilating the terms of the document with various outside facts to set up and maintain accounts for tax reporting purposes;
Communicating on complex tax matters with trust officers and portfolio managers and mentoring Tax Specialist to solve tax problems and identify tax savings opportunities;
Communicating with outside business partners, tax and legal professionals;
Communicating with the IRS and state tax authorities and responding to various notices and inquiries received from these entities;
Assisting the Trust Tax Team Leader in ensuring continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team, client, and professional questions;
Providing training to administration area associates.
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.
Hiring Minimum: $84100
Hiring Maximum: $143100
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
What Experience You Need:
5+ years' experience in trust, fiduciary or financial services experience including 3 years in preparation and review of trust income and estate tax returns required
Advanced knowledge of fiduciary principals, estate and income taxation
Able to use trust accounting system and work with multiple systems
Able to adapt to constantly changing tax laws and reporting requirements
Able to delegate and exercise oversight, and communicate with associates on complex tax matters in a clear non-technical manner
Outstanding time and organizational management skills required to manage work over extended period and meet critical deadlines
Highly skilled in written and oral communication on complex tax matters and high level of interpersonal skills
What Could Set You Apart:
CPA or Masters of Taxation preferred
Experience or education in estate planning concepts
*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
Current home-based associates please note: Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence.
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
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Operations Specialist II, Cash Receipt and Corrections
Saint Louis, MO job
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 24-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview:
Are you detail oriented with good organizational skills? Do you enjoy a processing atmosphere combined with a great degree of client service?
If so, you may be an ideal candidate for the open position of Operations Specialist II at Edward Jones.
Operations responsibilities include processing numerous documents in a timely and efficient manner, working with various firm and industry systems and enjoys process improvement and automation of technology. If you enjoy working with branch offices and other departments, this may be an ideal career move for you.
The Cash Receipts and Corrections Department is responsible for the asset movement into the firm via checks and wires, as well as Advisory and Guided Fund corrections.
**It is a requirement of this candidate to be onsite M-F, EDJ HQ North Campus, 201 Progress Parkway building
What You'll Do:
High level of attention to detail while processing routine activities.
Adhering to guidelines while verifying that documents are complete and accurate.
Maintains performance standards and expectations while increasing contribution to department initiatives.
Ability to work through challenging tasks to bring timely and accurate solutions.
Effectively use knowledge and resources to ensure processing is compliant with regulations and current policies.
Retain knowledge of several systems and processing guidelines.
Ability to promote a positive team environment with a focus on client service.
Assists the department in identifying trends for the purpose of simplifying procedures and creating efficiencies for branch teams and home office.
Gain a high level of expertise on the processes we support through continued training.
Work independently and as a team to meet department, division, and firm objectives.
Provide fellow associates and branch offices with easy access to information, friendly support, and reliable solutions.
Partnership with branches via phone
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.
Hiring Minimum: $42100
Hiring Maximum: $65100
Read More About Job Overview
Skills/Requirements
What Experience You'll Need:
Ability to report in office 5 days a week. 8:30 -5:00 CST.
Bachelor's Degree/Diploma preferred
Familiarity with Communication Screens (green screens), Salesforce, Microsoft Outlook and Word, Excel, Power BI, data entry, and data analysis preferred
Strong customer service and multitasking abilities
Excellent written, verbal and phone communication skills
Strong decision-making skills
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
#LI-HO
Security Engineer IV - Exposure Management
Saint Louis, MO job
Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 18-Nov-2025. The posting may close early due to the volume of applicants.
Team Overview:
The Exposure Management team protects Edward Jones by identifying, prioritizing, and reporting vulnerabilities across all assets that handle business information. As part of a team, you will manage scanning platforms and workflows to proactively prevent exploitation and strengthen the firm's security posture.
What You'll Do:
Design, implement, and administer vulnerability scanning platforms and appliances.
Manage internal and external scans, analyze results, and ensure accurate detection of vulnerabilities.
Optimize scanning workflows and tune configurations for efficiency across diverse technology stacks.
Collaborate with cross-functional teams to remediate findings and improve security processes.
Mentor and train associates in your area of expertise.
Provide technical leadership, including guidance on tools, methodologies, frameworks, best practices, and standards.
Research and implement technical improvements to enhance security posture.
Represent the team in cross-functional groups and communicate issues and resolutions to stakeholders.
Conduct feasibility studies and cost-benefit analyses for system requirements.
Ensure prudent use of the firm's financial resources.
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.
Hiring Minimum: $99200
Hiring Maximum: $168900
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
What Experience You'll Need:
Bachelor's degree in information technology, Telecommunications, Engineering, or equivalent experience.
Minimum of 7 years of experience in a relevant technical discipline.
Subject matter expertise in information systems, with experience across multiple platforms or technologies (networking, computing, operating systems, data, software deployment, patching, software infrastructure, vulnerability management, security).
Ability to design systems and analyze requirements for feasibility and cost-effectiveness.
Proven ability to provide strategic direction and technical leadership aligned with firm objectives.
Strong interpersonal and communication skills (written and verbal); persuasive and credible communicator.
Ability to manage multiple large and complex projects simultaneously.
Knowledge of brokerage or financial industry processes is preferred.
Familiarity with project management concepts and system development methodologies.
Ability to quickly learn and apply emerging technologies and adapt to change.
Demonstrates accuracy, thoroughness, and initiative to improve processes and systems.
Build strong team environments through mentoring and collaboration.
Experienced in globalization considerations for technology design and deployment in multinational environments.
Current home-based associates please note: Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence.
**External 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.**
Read More About Skills/Requirements
Awards & Accolades
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
Read More About Awards & Accolades
About Us
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.
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.
#LI-HO