Senior Analyst - Partnership Consulting

Opportunity OverviewOverview: The Partner Consultation Group focuses on maximizing the value to each partner type at Edward Jones by providing both proactive and reactive support, guidance and education. You will be at the forefront of transforming wealth management practices—bringing a strategic, forward thinking mindset as you partner directly with branch teams to unlock growth in order to build enduring, high performing practices.As a Partner Consultant, you will be responsible for consulting with individual FAs and FA teams in order to help them feel confident to make business decisions about their partner relationship with the firm and business decisions about their practice. Additionally, you will play an integral role in identifying policy, education and program opportunities for partner models and FA teaming.The Partnership Consultant will:Support escalated and complex situations regarding any of the partner types which may include delivering sensitive messages and guidance about: Retirement/Succession planningFA teaming compensation strategyPartner earningsRetirement savings optionsTax planningEligibility for offeringsLead consultations with FAs delivering customized models to help the FAs to make informed decisions regarding the FA Teaming opportunityConduct structured discovery to assess FA and FA team dynamicsUse complex problem-solving and critical thinking skills to resolve situationsStrive to continually build and deepen their business acumen/knowledge of each of the partner types in order to be a subject matter expert.Create education and communication material to raise the level of understanding of FA Teaming. Partnership Consultants will create and host webinars.Build strong relationships with Financial Advisors to be seen as a trusted consultant to our partnersDraw information from multiple sources to identify, analyze, and resolve complex needs.Keep up to date on changes in tax laws, partnership agreements, processes or information necessary to provide accurate advice and guidanceIdentify trends, insights and needs of partners, proposing solutions and implementing changes.Act as a resource for other associates.Act as a trainer for new associates by building and maintaining the training material and topical resources.Utilize in-depth knowledge of department topics to research questions which vary in detail and level of complexity.Deliver consistent, high quality consulting experiences while continuously refining approaches and building expertise.Position RequirementsWhat you'll need: A Bachelor's Degree is required with an emphasis in Accounting or Finance strongly preferred. A Business degree is acceptable. CPA or international country equivalent (CA, CGA, or CMA) or working towards designation is a plus. 2-6 years of relevant work experience is required (Customer service, accounting, financial services industry, or Edward Jones experience).Strong understanding of the financial services industry, including business models and compensation structures. Strong communication and presentation skills, with the ability to simplify complexity and deliver clear, impactful messagesHigh level of discretion, judgement and professionalism.Excellent analytical, problem solving and critical thinking skillsCapable of assisting the leader in managing workflow and can act in a leadership capacity in the absence of a leaderExperience balancing multiple priorities in a fast paced, consultative environment.Strong organizational and time management skills are required. Confidentiality: Ability to keep personal information (compensation, benefits, personal considerations, etc.) confidential.What could set you apart:Strong facilitation and consulting skillsPrior experience working in or consulting for wealth management practicePlease note: Associate's working hours should align to 8 am to 5 pm central time. 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 four days per week.Company DescriptionJoin 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.Awards and 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 JonesPosition ScheduleFull-Time Posting LocationArizona, Tempe, Missouri, St. LouisExternal Flexible Work Option(s)Hybrid, OnsitePosition TypeHome Office EEO StatementEdward 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.RecruiterChristina GilbertSalary InformationEdward 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.CountryUnited States Search Headquarters Positions by Area of InterestFinance Req ID: 117072BR