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Job description
This job posting is anticipated to remain open for 30 days, from 16-Sep-2026. The posting may close early due to the volume of applicants.
nJoin 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.
nBehind 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.
nPeople 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.
nView our Purpose, Inclusion and Citizenship Report ( .
n¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
nOpportunity Overview:
nWe are seeking an experienced investment professional to identify, evaluate, and oversee investment solutions that align with our investment philosophy and stakeholder objectives. This role contributes to portfolio construction, investment due diligence, and solution oversight to help clients achieve their financial goals while supporting strong business outcomes.
nWhat You'll Do
nnnEvaluate, recommend, and monitor investment solutions across asset classes, including equity strategies
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nnConduct investment due diligence and ongoing oversight across a range of vehicles, including ETFs, mutual funds, and separately managed accounts (SMAs)
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nnTranslate complex investment analysis into clear, actionable recommendations and insights for stakeholders
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nnCommunicate portfolio implications, investment rationale, and market developments to support informed decision-making
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nnPartner with stakeholders across the firm to align investment solutions with client and business objectives
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nnMentor and support team members by sharing expertise and promoting a culture of collaboration and continuous learning
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nnContribute to the enhancement of investment processes, frameworks, and solution offerings through market insights and performance analysis
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n nRequired Qualifications
nnnBachelor's degree in a relevant or complementary field to investment manager due diligence.
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nn2+ years of industry experience preferred
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nnSeries 7 and Series 66 licenses required in accordance with department policy or obtained within established department timelines
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nnCFA designation required in accordance with department policy
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n nCandidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.
nAt 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.
nCheck out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (
nCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (
nEdward 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.
nEdward 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 ( .
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.