Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.Together, there’s no stopping you!Job Title:Staff AccountantJob Description:Summary:Perform professional accounting work involving compilation, consolidation and analysis of financial data. Ensures the integrity of accounting information by recording, verifying, consolidating, and entering transactions.Essential Duties and Responsibilities:Prepare timely and accurate worksheets, financial statements and reports.Assist in preparation of monthly management report and accompanying schedules, worksheets and narratives, including “Budget vs. Actual” variance reports.Prepare and analyze financial statements and reports to include a variety of reasonably standard, periodic “intermediate” or “end products” such as cost reports, trial balances, balance sheets, profit-and-loss statements or statements of sourcing and application of funds.Prepare appropriate commentary relating to report items of significance, and conducts pertinent investigation of the accounts involved.Support the needs of the organization by understanding the roles, responsibilities and activities performed by organizational functions; understanding the interrelationship among organizational functions, and collaborating across functional and organizational lines. Document policies, procedures and workflow for assigned areas of responsibility.Update job knowledge by participating in educational opportunities; reading professional publications; participating in professional organizations.Special projects as assigned.Qualifications:Basic understanding of Generally Accepted Accounting Principles (GAAP) and financial processes as well as Knowledge of Statutory accounting principles.Accounting, analytical and problem solving skills.Excellent verbal and written communication skillsMust be able to effectively handle multiple projects simultaneously in a deadline driven environment.Detail oriented with a high sense of urgency and ability to work with minimal direct supervision.Accuracy in financial reporting and calculations is required.Ability to work with associates at all levels of the organization and other departments.Supervisory Responsibility:NoneEducation and/or Experience:Bachelor’s degree in Business, Finance, or Accounting.Minimum one to three years of experience in Accounting/Finance role.Computer and Software Skills:Strong skill in operation of a personal computer, including Microsoft Excel, Microsoft Word, Google Mail, and Google Sheets.Experience with computerized financial reporting systems.Experience with SQL query type software.PeopleSoft general ledger experience a plus.Additional Information:Extended hours may be required during quarter-end and other reporting cycles.Equal Opportunity Statement:Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at.Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE.

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: $59886Hiring Maximum: $98752Read 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.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 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 2023, data as of December 2022. 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

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-TimeAre you looking for real work life balance within a Fortune 500 Company Do you aspire for leadership but need to hone your skills a bit more Do you have external reporting experience, maybe from public accounting or corporate accounting If so, keep reading to learn more about a unique opportunity at Edward Jones within our Canada Finance department.What You'll Do:Prepare annual financial statements in accordance with IFRSStay current on all new accounting developments relevant to the company including producing technical memos as appropriateCoordinate internal and year-end auditsPreparation (including concept development) of customized executive-level management financial reports; review and provide feedback on reporting prepared by other associatesPresentation of financial reports and written analysis as well as verbal presentation of firm financial information and financial insightsProactively identify efficiency/control improvements with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementationInform and educate other business areas as to the financial impact of business decision, as well as recommending an optimal or preferred solution to influence strategic directionParticipate in and frequently lead cross-functional teams responsible for implementing projects in support of division or firm-wide business objectivesTake constructive action with little or no direction from othersEdward 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: $81750Hiring Maximum: $139194Read More About Job OverviewSkills/RequirementsMinimum Requirements:Bachelor's degree in a related field6+ years of relevant work experienceTechnical accounting research experienceAdvanced Financial analysis skillsIntermediate to advanced understanding of accounting processes and financial statementsAbility to summarize complex financial information and concepts and clearly communicate to associates and leadership up to the Executive Management level using verbal, written and presentation skills.What Could Set you Apart:Advanced degree (MBA, MAcc/MAC, MSA) preferredCPA preferredExperience with PeopleSoft financials is a plusIFRS experience is a plusRead 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 2023, data as of December 2022. 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

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-TimeTeam Overview:Revenue Reporting, Planning and Analysis is responsible for the Firm's revenue accounting, management reporting, and revenue planning and analysis. We exist to uphold the financial integrity of our Firm's financial statements, provide the right information and analysis to the right people at the right time, and champion Financial Stewardship throughout the Firm.The Revenue Reporting team is responsible for our monthly revenue financial close process, firm-level management reporting and analysis and firm revenue planning.What You Will Do: In this position, you will work in a variety of different capacities, including (but not limited to) the monthly close cycle, creation of financial statements, financial reporting, financial planning, modeling and analysis, general ledger account reconciliations, special projects, and more.The successful candidate will be a self-starter with an outstanding work ethic and looking to advance their career to the next level. This role delivers financial integrity through recording and accounting for the firm's revenue. Further, it partners across the firm to proactively identify and deliver revenue trends and insights that influence and impact business decisions.Responsibility Summary: While associates in a Sr Financial Analyst III role work in multiple different capacities to support the team up through senior firm leaders, responsibilities typically include the following:Advanced financial analysis, forecasting, and complex financial modeling of various revenue streams and products. Ability to understand and identify opportunities to apply different types of statistics and advanced analytical concepts.Inform and educate business areas as to the financial impact of decisions, as well as recommending an optimal or preferred solution to influence strategic direction.Manage and optimize data; extract, cleanse and transform data to support the needs of reporting and analyses while applying critical thinking to pressure test and validate logic and outputs against known sources and understanding of business.Develop divisional/functional and Firm-level measurements to create awareness of and accountability for results.Preparation (including concept development) of customized executive-level management financial reports; review and provide feedback on reporting prepared by other associates.Presentation of financial reports and written analysis as well as frequent verbal presentation of firm financial information and financial insights to senior Firm leaders.Proactively identify efficiency, data integrity, and control improvements opportunities with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementation of solutions. The ability to obtain the right information, make connections, and optimize processes to improve capacity to contribute and support the division in transformation to systems of the future.Develop and manage business relationships with senior leaders and executive-level management across the organization. Participate in and frequently lead cross-functional teams responsible for implementing projects in support of divisional or firm-wide business objectives.Takes constructive action with little or no direction from othersEdward 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: $81750Hiring Maximum: $139194Read More About Job OverviewSkills/RequirementsWhat Experience You Need:Bachelor's degree is required with emphasis in Accounting or Finance strongly preferred (or relevant work experience). Minimum of 7 years of experience with increasing levels of responsibility. This includes experience in accounting, reporting and financial planning.Knowledge, Skills, and Abilities You Need: Advanced financial analysis, forecasting, and complex financial modeling skills, incorporating multiple variables and financial analysis of business decision alternatives.Ability to think strategically. Seeing through complex ambiguous situations from multiple perspectives. Deliver change in support of a strategic vision.Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities.Works effectively both independently and in a team environment.Intermediate to advanced understanding of accounting processes and financial statements required.Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills.Ability to summarize complex financial information and concepts and clearly communicate to executive-level Firm leadership.Ability to build and maintain solid relationships with internal and external business partners.Proven ability to effectively drive change initiatives and exercise influence.Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.What Could Set You Apart: Proficiency using PeopleSoft Financials, Oracle (by PeopleSoft), OneStream, or another financial planning tool is considered a plus.Public accounting experience is a plusExperience with SQL, Tableau, Power BI, or other data visualization tools is also a plus.In-depth knowledge of the brokerage industry is preferred. Industry experience or licensing (SIE or Series 7) is a plus.Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.) preferred.Please note: 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. 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 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 2023, data as of December 2022. 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

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-TimeTeam Overview:Wealth Management Advice and Solutions (WMAS) First Line Risk Management team is responsible for the execution of the risk management framework within the WMAS business with an expanded focus on existing and enhanced advice, planning, products, and services. The team is accountable for building and communicating the operational risk profile of WMAS functional capabilities through risk consultation and risk assessment. What You'll Do:The Risk Manager - Investment Advisory partners with leaders in the Wealth Management Advice & Solutions (WMAS) division to manage the risks associated with the Investment Advisory products and services. Effectively controls the risks associated with business activities via the execution of firm's Enterprise Risk Management framework for identifying, assessing, treating, mitigating, monitoring, reporting and escalating risks. Here are a few of the key responsibilities you will be a part of...Responsible for carrying out risk and control activities per the Enterprise Risk Management Program as well as any divisional-required elements. Understands and advises team on division processes, historical risk results, firm policies/programs including all Enterprise Risk Management Program Framework and Standards. Primary focus includes risk assessment support for existing and new projects and initiatives, issue/incident management, control development, and conflicts of interest. Assist Business Owners in ensuring policies, standards and procedures are consistent with ERM policies and standards. Supports business risk owners in evaluating remediation strategies and control enhancements.Executes risk management procedural requirements for risks including root cause analysis, action plan development, evidence, and remediation documentation including supporting and challenging business risk owners on action plan effectiveness.Performs external monitoring to identify emerging risks and provides early warning on key risks with divisional leadership. Supports the development and reporting of KRIs for the division. Documents and maintains risks, actions, incidents, and assessment data. Assists leadership in developing reporting and analyzing results for inclusion in risk forums.Acts as resource to team and assists divisional associates.Assists in development of risk training and education to business partners. Assists divisional associates in understanding the Enterprise Risk Management Program.Stays informed on risk industry and educational/development opportunities.***This is posted internally as a Senior Risk & Control Associate 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: $96471Hiring Maximum: $164262Read More About Job OverviewSkills/RequirementsWhat Experience You'll Need:Bachelor's degree 5+ years of risk management experience Series 7 required or attainable within twelve months of hire Experience in financial services, specifically wealth management, asset management, investment advisory, trading, financial planning, and/or alternative investmentsExperience with Microsoft Office and GRC toolsExperience in building relationships and networks, at varying levels in the organizationStrong written and verbal communication skills, with ability to tailor communication based on the audienceWhat Could Set You Apart:Advanced degree or industry designation Previous experience and expertise knowledge with Investment Advisory ***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 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 2023, data as of December 2022. 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

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 Wealth Management Advice and Solutions Division (known as WMAS) at Edward Jones is focused on developing a profound understanding of prospective and current clients' needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals.From branding and communication to the actual stocks, bonds and mutual funds offered, your work will have a significant impact not only within the WMAS Division but firm-wide. Working in this collaborative and fast-paced environment, you will be challenged to bring fresh perspectives that allow us to continually exceed client expectations in an ever-evolving landscape.Within the Advice and Guidance department of WMAS, the Portfolio Solutions Team is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund. Advisory Solutions has over $300 billion in client assets under care, representing 15% of the firm's total assets under care.The Portfolio Solutions Team is seeking an Associate Analyst I/II to join our growing team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio guidance and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs.The Portfolio Solutions Team includes the Core/Core Plus and UMA/Tax-Sensitive Model Teams, as well as a Proprietary Funds Team. The model teams are responsible for the management and oversight of all Advisory Solutions and Guided Solutions models. These include taxable and tax-sensitive, UMA, and the new personalized models in both Model Assistant and Portfolio Assistant. The Proprietary Funds Team is responsible for the management and oversight of the Bridge Builder Funds and the Edward Jones Money Market Fund. This position will support the Proprietary Funds and Model teams within Portfolio Solutions. The Edward Jones Advisory Program is approximately $300 billion dollars and growing. The Bridge Builder fund complex comprises 12 multi-sub-adviser mutual funds with approximately $150 billion in assets.What you'll do...Support the Portfolio Solutions Team in assembling, reviewing, and ensuring integrity of investment data, conducting quantitative and qualitative analysis, preparing investment recommendations, performance reporting and monitoring, model trade implementation processes and risk controls, internal and external tool management, and analytics governance.Develop the knowledge and analytical skills for investment decision-making by assisting in the asset allocation implementation, portfolio construction, monitoring, and manager selection process.Work in partnership with Investment Manager Research, Investment Risk, Asset Allocation and other internal stakeholders and committees in making better informed decisions consistent with the firm's long-term strategy and investment philosophy.Work towards completion of the CFA program.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: $70659Hiring Maximum: $116516Read More About Job OverviewSkills/RequirementsWhat you'll need...Finance or Accounting bachelor's degree and/or MBA preferred2-4 years of working experience preferred.1-2 years' experience in related field preferredCFA designation or Successful progress towards completion of the Chartered Financial Analyst (CFA) designation within 1 year of hire preferred.Series 7 and 66 (or 63/65 combo) required or attainable within six months of hire.Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) and/or programming languages (Python, R, SQL).Experience with multi-asset portfolios, manager selection and/or fund management is a plus.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 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 2023, data as of December 2022. 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

Description: Milton Hershey School (MHS) is one of the world's best private schools, where students in pre-K through 12th grade from disadvantaged backgrounds receive an exceptional career-focused education with housing, meals, and moreand all costs are covered. Thanks to the generosity of Milton and Catherine Hershey, who founded the school in 1909, the school is fully endowed and has the resources to ensure both students and staff are provided everything they need to thrive. MHS is hiring married couples to become flex houseparents. Flex houseparents are couples who reside in on-campus student homes, guiding and nurturing a group of approximately 8-12 students. Flex houseparents provide a consistent family-like structure for students and handle responsibilities such as driving, administering medication, budgeting, reporting, etc. When initially hired, flex houseparents cover different student homes before being assigned to one specific home. Benefits ·Salary of $43,825 per person (a total compensation package of approx. $150,000 per couple which includes free housing, meals while on duty, utilities, and more) ·Comprehensive benefits: medical, dental, and vision insurance; health savings and flexible spending accounts; life insurance; disability options; retirement savings ·Relocation assistance and paid training provided ·Schedule of nine days on followed by three days off. Workdays include a period of personal time while students are at school ·Three-week paid summer vacationQualifications: ·Experience working or volunteering with youth, preferably from under-served settings ·This is a two-person job for couples who have been legally married for at least two years ·Both spouses should be age 27 or older ·No more than three dependent children may reside in the student home ·Abide by a smoke-free and weapon-free campus. No alcohol is permitted while on duty ·Limitations on pets. Only fish and one dog of approved breeds is permitted ·Valid driver’s license; ability to become certified to drive student home vans ·Couples must be comfortable leading students in daily devotions and take students to Judeo-Christian Sunday chapel services (Note: Proselytizing is prohibited) ·High school diploma or GED required ·Must be able to lift up to 50 lbs. ·Candidates must demonstrate a high degree of integrity as all staff are role models for students. ·Both spouses must complete an individual employment application This is a unique career path that takes consideration and commitment from both spouses. If you have any specific questions before or after applying, please reach out to our recruitment team at .

Description: Milton Hershey School (MHS) is one of the world's best private schools, where students in pre-K through 12th grade from disadvantaged backgrounds receive an exceptional career-focused education with housing, meals, and moreand all costs are covered. Thanks to the generosity of Milton and Catherine Hershey, who founded the school in 1909, the school is fully endowed and has the resources to ensure both students and staff are provided everything they need to thrive. MHS is hiring married couples to become flex houseparents. Flex houseparents are couples who reside in on-campus student homes, guiding and nurturing a group of approximately 8-12 students. Flex houseparents provide a consistent family-like structure for students and handle responsibilities such as driving, administering medication, budgeting, reporting, etc. When initially hired, flex houseparents cover different student homes before being assigned to one specific home. Benefits ·Salary of $43,825 per person (a total compensation package of approx. $150,000 per couple which includes free housing, meals while on duty, utilities, and more) ·Comprehensive benefits: medical, dental, and vision insurance; health savings and flexible spending accounts; life insurance; disability options; retirement savings ·Relocation assistance and paid training provided ·Schedule of nine days on followed by three days off. Workdays include a period of personal time while students are at school ·Three-week paid summer vacationQualifications: ·Experience working or volunteering with youth, preferably from under-served settings ·This is a two-person job for couples who have been legally married for at least two years ·Both spouses should be age 27 or older ·No more than three dependent children may reside in the student home ·Abide by a smoke-free and weapon-free campus. No alcohol is permitted while on duty ·Limitations on pets. Only fish and one dog of approved breeds is permitted ·Valid driver’s license; ability to become certified to drive student home vans ·Couples must be comfortable leading students in daily devotions and take students to Judeo-Christian Sunday chapel services (Note: Proselytizing is prohibited) ·High school diploma or GED required ·Must be able to lift up to 50 lbs. ·Candidates must demonstrate a high degree of integrity as all staff are role models for students. ·Both spouses must complete an individual employment application This is a unique career path that takes consideration and commitment from both spouses. If you have any specific questions before or after applying, please reach out to our recruitment team at .

Description: Milton Hershey School (MHS) is one of the world's best private schools, where students in pre-K through 12th grade from disadvantaged backgrounds receive an exceptional career-focused education with housing, meals, and moreand all costs are covered. Thanks to the generosity of Milton and Catherine Hershey, who founded the school in 1909, the school is fully endowed and has the resources to ensure both students and staff are provided everything they need to thrive. MHS is hiring married couples to become flex houseparents. Flex houseparents are couples who reside in on-campus student homes, guiding and nurturing a group of approximately 8-12 students. Flex houseparents provide a consistent family-like structure for students and handle responsibilities such as driving, administering medication, budgeting, reporting, etc. When initially hired, flex houseparents cover different student homes before being assigned to one specific home. Benefits ·Salary of $43,825 per person (a total compensation package of approx. $150,000 per couple which includes free housing, meals while on duty, utilities, and more) ·Comprehensive benefits: medical, dental, and vision insurance; health savings and flexible spending accounts; life insurance; disability options; retirement savings ·Relocation assistance and paid training provided ·Schedule of nine days on followed by three days off. Workdays include a period of personal time while students are at school ·Three-week paid summer vacationQualifications: ·Experience working or volunteering with youth, preferably from under-served settings ·This is a two-person job for couples who have been legally married for at least two years ·Both spouses should be age 27 or older ·No more than three dependent children may reside in the student home ·Abide by a smoke-free and weapon-free campus. No alcohol is permitted while on duty ·Limitations on pets. Only fish and one dog of approved breeds is permitted ·Valid driver’s license; ability to become certified to drive student home vans ·Couples must be comfortable leading students in daily devotions and take students to Judeo-Christian Sunday chapel services (Note: Proselytizing is prohibited) ·High school diploma or GED required ·Must be able to lift up to 50 lbs. ·Candidates must demonstrate a high degree of integrity as all staff are role models for students. ·Both spouses must complete an individual employment application This is a unique career path that takes consideration and commitment from both spouses. If you have any specific questions before or after applying, please reach out to our recruitment team at .

Description: Milton Hershey School (MHS) is one of the world's best private schools, where students in pre-K through 12th grade from disadvantaged backgrounds receive an exceptional career-focused education with housing, meals, and moreand all costs are covered. Thanks to the generosity of Milton and Catherine Hershey, who founded the school in 1909, the school is fully endowed and has the resources to ensure both students and staff are provided everything they need to thrive. MHS is hiring married couples to become flex houseparents. Flex houseparents are couples who reside in on-campus student homes, guiding and nurturing a group of approximately 8-12 students. Flex houseparents provide a consistent family-like structure for students and handle responsibilities such as driving, administering medication, budgeting, reporting, etc. When initially hired, flex houseparents cover different student homes before being assigned to one specific home. Benefits ·Salary of $43,825 per person (a total compensation package of approx. $150,000 per couple which includes free housing, meals while on duty, utilities, and more) ·Comprehensive benefits: medical, dental, and vision insurance; health savings and flexible spending accounts; life insurance; disability options; retirement savings ·Relocation assistance and paid training provided ·Schedule of nine days on followed by three days off. Workdays include a period of personal time while students are at school ·Three-week paid summer vacationQualifications: ·Experience working or volunteering with youth, preferably from under-served settings ·This is a two-person job for couples who have been legally married for at least two years ·Both spouses should be age 27 or older ·No more than three dependent children may reside in the student home ·Abide by a smoke-free and weapon-free campus. No alcohol is permitted while on duty ·Limitations on pets. Only fish and one dog of approved breeds is permitted ·Valid driver’s license; ability to become certified to drive student home vans ·Couples must be comfortable leading students in daily devotions and take students to Judeo-Christian Sunday chapel services (Note: Proselytizing is prohibited) ·High school diploma or GED required ·Must be able to lift up to 50 lbs. ·Candidates must demonstrate a high degree of integrity as all staff are role models for students. ·Both spouses must complete an individual employment application This is a unique career path that takes consideration and commitment from both spouses. If you have any specific questions before or after applying, please reach out to our recruitment team at .