Associate Analyst II - Product Review

Edward Jones, a private Fortune 500 financial services firm focused on helping clients achieve their financial goals, is hiring for an Associate Analyst II - Product Review in St. Louis, Missouri. The role is onsite and full-time, designed for someone who blends financial acumen with strong data-minded analysis and clear communication. If you enjoy translating numbers into actionable insights and collaborating across teams, this could be a good fit.

The Product Review team supports decision-making around the firm’s product and investment offerings, acting as the informed buyer for clients and helping to shape wealth management strategies. You’ll work with colleagues across the business to pull together relevant information, prepare analyses, and respond to requests from branch teams. Edward Jones emphasizes client focus and a collaborative culture, with a commitment to inclusion and belonging.

If you live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations, you’ll be expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Day-to-day rhythm in Product Review

On a typical day you’ll gather and sift through diverse information sources to extract what matters for investment decisions, then translate those insights into reports, data sets, and recommendations that inform processes and tools. You’ll present preliminary findings to the team and respond to requests from branch teams, balancing rigor with clarity so stakeholders can act confidently. You’ll also participate in meetings with analysts to represent product viewpoints and deepen your understanding of how Edward Jones evaluates financial statements, overall investment philosophy, and the firm’s business model. The role centers on building knowledge about how Product Review serves as an informed buyer for clients and how those decisions contribute to delivering complete wealth management.

The position blends learning with practical ownership: you’ll grow your understanding of financial statement analysis, the Edward Jones investment philosophy, and the way product choices touch client outcomes. Expect to accompany analysts in discussions and help shape the information that underpins investment analyses and decision support tools.

What you’ll need to bring to the table

• A bachelor’s or master’s degree in finance, applied mathematics, accounting, economics or a related field is preferred.
• You’re progressing toward a CFA designation and are aiming to complete within one year of hire, since advancement within the department relies on that achievement.
• You’ll need to have or be on track to obtain SIE and Series 7/66 (or their equivalents) within your first year.
• You should have a solid grasp of economic, statistical, and investment concepts.
• Proficiency in financial modeling using spreadsheets, data tools, and databases like Bloomberg, FactSet or PowerBI is expected.
• You must communicate clearly in writing and speech, able to present preliminary analyses and respond to requests from branch teams.
• A mindset oriented toward continuous learning about industry shifts, product developments, and firm landscape changes.
• Two or more years of experience in a financial services-related field is preferred.
• You can locate and sort through multiple information sources to identify what’s needed to support an investment decision.
• You’re capable of preparing reports, statistical data, and recommendations used in investment decision processes, workflows, or tools.
• You’re comfortable representing Edward Jones by accompanying analysts in meetings focused on investment analysis.
• You’ll develop and deepen an understanding of the Edward Jones investment philosophy and firm business model, financial statement analysis, and Product Review’s role as the informed buyer for the client.

• Experience applying financial concepts to real-world product decisions and wealth management scenarios.
• Ability to build and present concise analyses that help branch teams understand investment implications.
• A track record of collaborating with colleagues to translate data into actionable insights.
• Familiarity with how Product Review supports client outcomes within Edward Jones’ framework would help you hit the ground running.

Pay, benefits and practical details

The role carries a full-time schedule and is based in Missouri, St. Louis, with onsite work arrangements. The compensation and benefits package includes medical and prescription drug coverage, dental and vision, and voluntary benefits such as accident, hospital indemnity, and critical illness. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. A 401(k) retirement plan is offered, along with tax-advantaged accounts such as a health savings account and a flexible spending account. There are ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, plus sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing, and all associates have access to the firm’s Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Position Schedule: Full-Time

Posting Location: Missouri, St. Louis

External Work Arrangements: Onsite

Position Type: Home Office

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.

Advice for applicants

Show in your resume that you’re actively pursuing the CFA and that you expect to complete within a year of hire; name the exact designation level you’re pursuing and your target timeline to make your progress tangible. You’ll want to connect your degree background and any hands-on work with financial modeling and investment analysis to the Product Review function, so place a concise example front and center in your experience section.

When you describe must-have skills, tie them to real-world outcomes: how you’ve used economic concepts, statistical methods, or data tools to support decisions. If you’ve prepared reports or presented analyses to colleagues or clients, briefly recount the impact and the stakeholders you engaged. A short case-style example showing how you would approach a product decision can help demonstrate fit for the role.

For interviews, be ready to discuss how you would locate and synthesize information from diverse sources to inform an investment decision, and how you would present preliminary findings to a team. Practice a clear, structured explanation of a past analysis, including the data you used and the recommendation you offered. You should also be prepared to talk about Edward Jones’ investment philosophy and how Product Review contributes to wealth management for clients.

A good question to ask: how does the Product Review team collaborate with branches and other investment teams to balance client needs with the firm’s product strategy, and what would a successful first 90 days look like in this role?