Evaluate the firm's A&G content to ensure consistency and alignment with oversight. Understands Edward Jones business model, investment philosophy and values. Coordinate the process of updating and applying our A&G (e.g. CM - As, white papers, strategy reports, diagnostics, portfolio construction, etc.) through all firm delivery channels for complex projects. Serve as a SME for key stakeholders (Training, Service, CSG) and branch teams to ensure the integrity of the A&G is upheld through application and messaging. Collaborate with key stakeholders as the A&G SME throughout the life cycle of projects, including planning, design and implementation for intermediate level projects. Work in partnership with other firm areas (Service, Field Supervision, Compliance, Legal, Operations) to problem-solve complex issues that arise regarding application of firm A&G. For advanced A&G topics, production issues and/or complex branch team escalations, coordinate needed expertise from other A&G units. Monitor industry trends, competitors and regulatory changes. Assess how those trends impact our business, messaging and the application of our A&G. Achieve results with and through others, including training others within the A&G & Solutions business. What Experience You Need:Bachelor's degree required 7 years of relevant financial services experience. FINRA Series 7/66 are required. CFP designation is required. Knowledge of the firm's A&G including deep knowledge of investment products, portfolio construction and financial planning concepts within 6 months upon hire. Technical aptitude significant knowledge of the firm's A&G including deep knowledge of investment products, portfolio construction and financial planning concepts. Knowledge of industry financial planning tools and technical application. What Could Set You Apart:CPA, CFA, law degree or other relevant license is strongly preferred. Expert knowledge of Edward Jones client and branch team tools, including Financial Foundation, Portfolio, Proposal Tool, Jones. Link and other related tools are helpful - 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 effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.