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Full Time
2/10/2025
Belleville, IL 62226
(6.3 miles)
Application Deadline:02/09/2025Address:2 Carlyle Plaza DriveJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer’s experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Salary:$41,715.00 - $63,700.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-RewardsAbout UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at http://jobs.bmo.com/us/enBMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Full Time
2/6/2025
Saint Louis, MO 63190
(19.4 miles)
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 OverviewPosition Schedule: Full-TimeThe Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.The Position:The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role. We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally. Key Responsibilities:Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch teamWork daily to re-engage clients with our firm and to serve clients who are already engagedProvide excellent client service and tailored client solutions to meet the clients' needsProvide initial contact and ongoing guidance and service to the clientsResearch and resolve any service issues or unfinished tasksWork in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer serviceKeep the department apprised of any Compliance/Field Supervision concernsAt Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:Hiring Minimum: $61600Hiring Maximum: $101600Qualified 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 OverviewSkills/Requirements*Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.Insurance license may be required in the future (life, health and variable annuity)Experience as an Edward Jones Financial Advisor highly preferredBachelor's degree in a business-related field is preferredAbility to understand information about various securities as well as functions of the business is critical. Must be able to understand and communicate research opinions and information on companies and investments; discuss current market conditions, industry trends and financial topics in the headlines.Extensive flexibility, reliability and sound decision making skillsProven communication and organizational skillsExceptional telephone and customer-service skillsStrong computer skills with the ability to learn and apply technical informationCandidates bilingual in Spanish is a plusH.B.A. associates would have their home office audited annuallyCandidates 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.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 Skills/RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin 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
Full Time
2/4/2025
Fairview Heights, IL 62208
(5.1 miles)
The Area Controller is responsible to help create an environment and culture that enables multiple hospital to fulfill its mission by meeting or exceeding its goals, conveying the hospital mission to direct report staff, holding direct reports accountable for performance, motivating staff to improve performance and being responsible for the operation of the department, measurement, assessment and continuous improvement of the department's performance.The Area Controller directs and supervises the complete accounting system and financial function of multiple hospitals. This includes charges, billing, A/R, cash receipts, collections, A/P, payroll, general ledger, forecasting, budgeting, internal controls, and audits. Facets include in/outpatient and ancillary services offered by the hospital.While the Area Controller may be located in one hospital, the responsibility to the other hospitals are the same. The position works with multiple hospital CEOs to make sure all of their reporting needs and analysis needs are met.This position will support cultural diversity by ensuring that the delivery of quality, equitable and culturally competent patient-centered care is provided; promoting and maintaining an inclusive work environment and culture that is respectful and accepting of diversity; and ensuring that cultural diversity and sensitivity training is part of new employee orientation on an on-going basis to meet the needs of the patient population served in the hospital.Job Code: 100179 QualificationsLicense or Certification:- CPA preferredTotal Education, Vocational Training and Experience:- Bachelor of Science degree in Business Administration/Management with a major in Accounting. MBA preferred.- Minimum of five years hospital accounting experience preferred.- Knowledge of financial management and analysis principles and techniques and managerial skills typically acquired through two to three years of experience in public accounting, specifically in health care auditing and reimbursement knowledge (when applied to small hospitals) or one to three years experience as a hospital chief financial officer. Machines, Equipment Used:- General office equipment such as telephone, copy machine, fax machine, calculator, computer.Physical Requirements: - Good visual acuity and ability to communicate.- Ability to lift and push/pull a minimum of 25 pounds. Reasonable assistance may be requested when lifting, pushing, and/or pulling are undertaken which exceeds these minimum requirements.- Ability to withstand prolonged standing and walking. - Ability to reach, stoop, bend, kneel, and crouch are required for patient care functions and in setting up and monitoring equipmentSkills and Abilities:- Ability to speak, read, write, and communicate effectively.- Ability to coordinate, analyze, observe, make decisions, and meet deadlines in a detail-oriented manner.- Ability to work independently without supervision.Environmental Conditions:- Indoor, temperature controlled, smoke-free environment. Occasional outdoor exposure.- Exposure or potential exposure to blood and body fluids may be required.- Handicapped accessible.- May work under stressful circumstances at times.Proficiency or Productivity Standards:- Meets established attendance standards.- Adheres to hospital/department dress code including wearing ID badge.- May be required to work weekdays and/or weekends, evenings and or night shifts if needed to meet deadlines. - May be required to work on religious and/or legal holidays on scheduled days/shifts.- Will be required to work as necessary during disaster situations, i.e., before, during or after a disaster.- May be required to stay after workday to assist after a disaster situation until relief arrives.- May be required to perform other duties as assigned by supervisor.
Full Time
2/10/2025
St. Louis, MO 63103
(16.4 miles)
Application Deadline:02/09/2025Address:4210 S Kingshighway BoulevardJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless execution.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer’s experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Salary:$41,715.00 - $50,000.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-RewardsAbout UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at http://jobs.bmo.com/us/enBMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Full Time
2/4/2025
Saint Louis, MO 63190
(19.4 miles)
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 OverviewPosition Schedule: Full-TimeThe Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.The Position:The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office. This involves serving the client directly over the phone or through technology such as Webex programs. The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a salaried position and available as a home-based role. We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally. Key Responsibilities:Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch teamWork daily to re-engage clients with our firm and to serve clients who are already engagedProvide excellent client service and tailored client solutions to meet the clients' needsProvide initial contact and ongoing guidance and service to the clientsResearch and resolve any service issues or unfinished tasksWork in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer serviceKeep the department apprised of any Compliance/Field Supervision concernsEdward 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: $72700Hiring Maximum: $119800Qualified 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 OverviewSkills/Requirements*Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.• Insurance license may be required in the future (life, health and variable annuity)• 5+ years of securities industry experience as a Financial Advisor or a position supporting FA's requiring extensive product, service, market, and general investing knowledge. Experience as an Edward Jones Financial Advisor highly preferred.• Bachelor's degree in a business-related field is strongly preferred• Ability to seek, receive and implement feedback.• Strong critical thinking skills are necessary.• Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.• Extensive flexibility, reliability and sound decision making skills• Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.• H.B.A. associates would have their home office audited annuallyCandidates 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.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 Skills/RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin 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
Full Time
2/1/2025
Saint Louis, MO 63190
(19.4 miles)
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 OverviewPosition Schedule: Full-TimeOur Legal Division is expanding to enhance solutions for millions of clients and their families. We are looking for an experienced attorney to provide legal advice and support to leaders across the Firm related to our investment advisory platform and programs particularly in our expanding high net worth and alternatives offerings. The work is dynamic and requires the ability to look beyond the specific legal questions to understand the goals of the business and aid in getting to the best solution. This opportunity will afford the successful candidate the opportunity to be a part of a culture that inspires and supports the individual and allows them to be part of a team focused on delivering solutions.The key responsibilities of the Associate General Counsel III, Alternatives Investment Advisory Attorney are to:Act as a key advisor to our high net worth and alternatives business teamsProvide strategic thought and legal leadership to support and advise the Firm and its affiliates on a wide range of matters pertaining to the development of investment advisory programs, including alternative investments and strategies Develop and implement solutions to eliminate, manage and mitigate risk to the FirmAnalyze and resolve complex legal matters and recommend changes to organizational policies and proceduresApply sound judgment, decision making, and conflict resolution skills and successfully partner with associates across the Firm and Legal Division to deliver results and move important work through the organization Employ excellent communication (oral and written), presentation and interpersonal skills to convey complex issues to legal and non-legal professionals at all levels, including senior leaders, to support the successful execution of investment advisory initiatives at the FirmUnderstand and apply the requirements of Form ADV (Part I, II and III) for maintaining the Firm's Form ADV, including the annual updating process and interim updates as necessaryInteract with outside counsel to identify, evaluate, and resolve complex or unique legal questions and issuesEdward 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: $168500Hiring Maximum: $286900Qualified 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 OverviewSkills/RequirementsWhat you'll need: Juris Doctorate and licensed to practice law in the State of Missouri or other stateMinimum of ten (10) years of progressive professional responsibility and experience in relevant practice areasExperience working at a regulatory agency, in private practice or in-house representing broker-dealers and registered investment advisers with a significant alternative investments businessExperience with alternative investments (including but not limited to private equity and credit funds, structured products, interval and tender offer funds, commodity funds) Familiarity with alternatives advisory programs and applicable federal laws and regulations that govern such programs, the contractual agreements that govern such programs, and disclosures that are provided to retail clientsExperience working with federal and state regulators and self-regulatory organizations preferredExceptional legal knowledge, judgment, work ethic and integrity, and a demonstrated ability to maintain confidentialityTechnological aptitude and ability to learn new technologiesRead More About Skills/RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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
Full Time
2/13/2025
Saint Louis, MO 63190
(19.4 miles)
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 OverviewPosition Schedule: Full-TimeInvestment Manager Research (IMR) focuses on discretionary manager selection, issuing recommendations driving over $1 trillion USD in managed investment allocations (ETFs, Mutual Funds, Separately Managed Accounts, Private Investments, etc.) for the largest branch office field force in the United States, providing expertise across traditional and alternative asset classes, enabling our financial advisors to expertly support our clients in achieving their specific investment objectives. In a fiduciary gatekeeper capacity, the Analyst role in IMR maintains dedicated coverage of outside investment managers and strategies within their asset class, providing high-conviction ratings on strategies which are expected to beat benchmark and peers, and is aligned with those expected outcomes through substantive compensation mechanisms. The role cultivates the quality of the recommended list (the IMR Focus List), by continuing to enhance it with best in class strategies for both internal stakeholders (as these strategies are the building blocks of our $150B+ mutual fund complex, where we collaborate with the '40-Act Advisor internal portfolio management team to the complex) and external for users of the list in our various advisory and brokerage platforms. What You'll Do:Proactively identify, recommend, monitor and drive allocations of investment funds and strategies expected to outperform benchmarks and peers, following Investment Manager Research's rigorous investment process. Serve as investment management industry SMEs to support our discretionary model portfolio program, proprietary manager-of-managers mutual fund complex and brokerage sample portfolios, as well as other investment stakeholders, investment committees, and 1940-Act Funds Board of Directors. Within an asset class, analysts specializing in that specific asset class will develop strategies for allocating investment funds within that asset class to optimize returns and manage risks, partnering with our portfolio management team to inform a more optimal combined investment profile. Communicate strategy updates, investment performance evaluations and industry trends, breaking down complex information to communicate effectively with key stakeholders including firm management, investment committees, financial advisors, and clients. Sought-after internal consultant and SME, supporting internal stakeholders such as Products, Strategic Partner Committee, Profit Sharing Committee, HSA Committee, and myriad firm-wide strategic initiatives. Contribute to development of ideas and creation of content for thought leadership material focused on delivering insights obtained from the panoptic view of the fund management industry. Travel regularly to perform on-site due diligence with investment managers, deploy qualitative and quantitative techniques and tools, develop recommendations and present to various investment committees, and perform rigorous ongoing monitoring responsibilities on the approved Focus List funds in the Edward Jones ecosystem 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: $117000Hiring Maximum: $199300Read More About Job OverviewSkills/RequirementsWhat You'll Need:3-5 years of manager due diligence or related experience.The Chartered Financial Analyst (CFA) is requiredSeries 7 and 66 required or to be obtained within 6 months of hire.Strong knowledge of financial markets (depending on specific team focus, preference for deep knowledge of U.S. Equity, International Equity, Global Fixed Income or Alternatives Investments).Solid baseline knowledge of asset management industry including the landscape of portfolio management teams and understanding of the "who's who" managing outside money at various firmsFamiliarity of the characteristics and tradeoffs of various pooled asset management vehicle structures (mutual funds, ETFs, separate accounts, subadvisory relationships, interval funds, tender offer funds, BDCs, etc.). Proficiency in Excel, investment research industry standard software platforms (such as Morningstar Direct, FactSet, Bloomberg, Aladdin, Pitchbook, Cobalt, etc.), as well as familiarity with using proprietary and third-party databases supporting the data management of investment research\\What Will Set You Apart:Strong critical thinking skills, with a demonstrated ability to solve complex, non-routine problems.Ability to communicate effectively in various environments, including communication to investment committees, Board of Trustees, and other key stakeholders.*This is a hybrid position. 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/RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin 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
Full Time
2/1/2025
Saint Louis, MO 63190
(19.4 miles)
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 OverviewPosition Schedule: Full-TimeOpportunity Overview: The Director of Alternatives Strategy will influence the recommended product strategy for the Edward Jones Advice & Guidance (A&G) Department. Using prior experience in leading or conducting alternatives research or product strategy (ideally, in retail product channels), the Director will liaise with A&G teams and other areas such as (High Net Worth, Products, Wealth Management Consultation, et al.) integral to the business strategy for alternatives adoption, and will work to prioritize types of new alternatives that would optimally be available for Edward Jones Financial Advisors and Clients, first through the firm's High Net Worth offering, and later through a broader set of branch teams for certain clients meeting criteria.The Director will optimize potential areas of focus based on practical business considerations, client marketplace dynamics, industry trends in alternative offerings and organizational constraints and dynamics when formulating recommendations on paths forward. The Director may have a background in alternatives due diligence research, including at the strategy level and holistic client portfolio construction level, but this is not strictly necessary. However, the Director should be able to advise on, influence and lead key components of alternative investment buildout projects with multiple stakeholders at large organizations.This role is not currently contemplated to have direct reports now or in the near term, but that could evolve or change depending on the organization's appetite for a more rapid expansion into alts in the coming years.What you'll do: Develop and champion a strategic path forward on alternative investments, intersecting product strategy and investment research initiatives. Work with stakeholders from department teams (Investment Manager Research, Portfolio Solutions Team, Asset Allocation Team, Investment Risk Group, Portfolio Optimization Group, Client Needs Research, Investment Strategy, and others), as well as stakeholders from outside the department, to advocate buy-in with the strategy developed, and gain commitments and alignment for business planning purposes. Contribute to Alternatives working group discussions within Investment Manager Research, helping to aid analyst perspective with a broader view of recommendations against the alternatives landscape overall, by category and by competitor marketplace view. Provide practical perspective and considerations for asset allocation work, in an environment where alternative asset class category integration is evolving.Key liaison between A&G Investment teams and the High Net Worth (HNW) Segment. Function as SME helping the Generations team (i.e., Edward Jones private wealth team) integrate department advice and guidance through dedicated concierge teams that are assigned to our Generations HNW clientele.Help clients, branch teams, and the industry better understand Edward Jones' Alternative Investing capabilities, thought leadership, and advice through digital and verbal communications, white papers, and attending and presenting at industry events.Ensure compliance with relevant guidelines, laws, regulations, and industry standards governing investment research, focusing on the unique considerations of delivering alternatives to various segments of retail clients at a national broker-dealer at scale. Communicate strategy updates, investment performance evaluations and industry trends, breaking down complex information to communicate effectively with key stakeholders including firm management, investment committees, financial advisors, and clients. Lead development of ideas and strategic vision for content in thought leadership material focused on delivering insights obtained from the panoptic view of the fund management industry.Lead other cross-functional key department, division and firm bodies of work to successfully achieve strategically important initiatives. 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: $168500Hiring Maximum: $286900Read More About Job OverviewSkills/RequirementsWhat you'll need: Bachelor's degree required; Master's Degree preferred.11+ years of experience; 15+ years' experience preferred.Series 7 and Series 66 required, or completed within first 6 months.Chartered Financial Analyst (CFA) required, or Level 1 must be completed within first year.Chartered Alternative Investment Analyst (CAIA) preferred.Influencing teams of stakeholders. Strong project planning and process design skills; ability to engage and influence stakeholders to execution over long project arcs.Competitive analysis.Organizational navigation skills, and influencing outcomes across multiple stakeholders where no direct responsibility lines may exist.Expert knowledge of the regulatory landscape around alternatives products and client requirements.Content development and marketing skills. Expert knowledge of financial markets.Expert knowledge of asset management industry. Strong proficiency in Excel, investment research industry standard software platforms to procure and draw insights, as well as familiarity with using proprietary and third-party databases supporting alternatives-related research (Pitchbook, Preqin, HFRI, etc.).What will set you apart: Ability to navigate the needs of the business regarding product, while at the same time having an innate instinct of seeking best-in-class investment choices from an investment merit perspective.A career focus on alternatives is baseline, but current or historical work with traditional/multi-asset classes in addition would be desirable. An understanding of the wealth management client and how alternative solutions are delivered in retail channels, not just to institutional clients.Ability to collaborate and partner with multiple stakeholders in a cross-functional manner at a large organization, and adhere to and execute a plan over long timeframes.Read More About Skills/RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin 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
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