Product Analyst II - Wealth Management Advice and Solutions

Edward Jones, privately owned but with Fortune 500 status, is seeking a Product Analyst II to support Wealth Management Advice and Solutions. This is a full-time, onsite role based in Tempe, MO. The firm serves more than 9 million clients and relies on a nationwide network of about 20,000 financial advisors across the United States and Canada, with a strong emphasis on putting clients first.

The position suits someone who enjoys working with data, solving problems, and collaborating across teams to shape financial products and solutions. You’ll apply quantitative thinking to help define wealth-management offerings and distill insights into actionable recommendations for advisors and clients. While a degree in a quantitative field is essential, there’s also a clear path to earning required licenses, with a preference for industry designations such as CFP, CFA, CIMA or ChFC as a bonus.

As a reminder on logistics, this is a full-time onsite role. The company notes commuting expectations tied to location: for candidates who live within a commutable distance from the Tempe, AZ and St. Louis, MO offices, the plan is to have four in-office days per week starting June 1, 2026; prior to that date, the expectation drops to three days a week with a preference for Tuesday through Thursday. The posting also lists posting locations in Arizona (Tempe) and Missouri (St. Louis) with campus-based, onsite arrangements.

A day in the life of the product-minded wealth pro

On a typical day you’ll blend data analysis with product thinking, turning complex information into dashboards and reports that guide wealth-management advice and solutions. You’ll use Microsoft Office alongside analytical or reporting tools such as Tableau to present findings in a clear, business-ready way, supporting decisions that affect both advisors and clients. Collaboration is a constant, as you’ll coordinate with multiple teams and manage several priorities at once, ensuring your insights translate into practical enhancements.

In this role you’ll help shape what gets built and how it’s evaluated, balancing short-term improvements with longer-term product strategy. You’ll stay close to data and user feedback to ensure your work drives meaningful outcomes in the wealth-management space while maintaining clear, concise communication with stakeholders.

What you’ll need to succeed

• A bachelor’s degree in a quantitative field such as finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related studies is required
• You must obtain Series 7 and Series 66 within 12 months of hire
• Typically 0–3 years of relevant experience in financial services, business analysis, product development, or investments
• Strong analytical, organizational, and critical-thinking abilities
• Effective written and verbal communication skills
• Proficiency with Microsoft Office and with analytical or reporting tools like Tableau or similar platforms
• Demonstrated ability to collaborate across teams and manage multiple priorities
• Nice-to-have: an interest in credentials such as CFP, CFA, CIMA, or ChFC or similar

Pay, benefits and practical details

The role is full-time and onsite. Locations listed include Arizona and Missouri (Tempe and St. Louis), and the arrangement is campus-based and onsite. Edward Jones offers a comprehensive benefits package alongside the compensation, covering medical and prescription drug plans, dental, vision, and voluntary options such as accident, hospital indemnity, and critical illness coverage. Disability insurance (short- and long-term), basic life and basic AD&D are provided at no cost. A 401(k) plan is available, with tax-advantaged accounts like health savings accounts and flexible spending accounts. The firm observes ten paid holidays and provides 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. Bonuses and profit sharing may apply, and all associates have access to the Employee Assistance Program. For more information on benefits, see the benefits page linked in the posting.

Country: United States. The posting also notes the area of interest as Investment Products and Strategy.

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

Lead with your degree field and any progress toward Series 7 and Series 66, then highlight hands-on work in financial services or product analysis. Emphasize concrete projects where you built dashboards or reports in Microsoft Office and Tableau and show how your analysis informed a product decision or advisory solution.

Back up claims with tangible examples. Describe a project where you navigated multiple priorities across teams, the metrics you tracked, and the business impact of your work. If you have collaborated with colleagues from different functions, share the outcomes and what you learned about cross-team collaboration.

Be ready to discuss how you approach data-driven decisions and how you would plan to obtain the Series 7 and 66 within 12 months. Prepare to walk through how you translate analytics into practical guidance for wealth advisers and clients, including any relevant dashboards you’ve built or insights you’ve delivered.

Ask a smart question about how the team measures success for this role and how cross-team collaboration is structured, plus what the first six months look like in terms of milestones and progress toward earning the Series 7/66.