Product Analyst II - Wealth Management Advice and Solutions
Edward Jones · St Louis, MO · 1 mo ago
On-siteAnalystFull-time
We need to output HTML fragment with sections: About the role? The posting includes description: "Join a financial services firm..." etc. We need to decide sections: maybe "About the role", "Responsibilities", "Requirements", "Qualifications", "Skills", "Benefits", "Pay", "Schedule". Only include sections with real specific content.
We have content: description of company, purpose, etc. Could be "About the role" or "About the company". The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose appropriate headings.
We need to preserve all substantive info, remove boilerplate like EEO, navigation, cookie, legal, duplicated lines, application instructions. Also remove "View our Purpose, Inclusion and Citizenship Report." maybe not needed? It's part of description but not boilerplate. Keep.
We need to include sections only when posting has real specific content.
We have:
- About the role / company: description of Edward Jones, purpose, etc.
- Responsibilities: bullet list under "What You Will Do". Those are duties.
- Requirements: "What Experience You Need" includes education, series, experience, skills.
- Qualifications: maybe overlapping with requirements; but we can treat "What Experience You Need" as Requirements/Qualifications.
- Skills: maybe list of skills like analytical, communication, proficiency with tools.
- Benefits: description of benefits package.
- Pay: not mentioned; no compensation specifics. So we should NOT include Pay section.
- Schedule: mention of office days: "Candidates that live within a commutable distance ... expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, ... three days per week, with preference for Tuesday through Thursday." That's schedule info. So we can include a Schedule section.
We must not repeat job title as heading. No Job ID.
We must not include boilerplate like EEO statement, "Edward Jones does not discriminate...". Remove that.
Also remove duplicated lines like "Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones" etc. Those are maybe not essential but could be considered boilerplate? They are promotional but maybe keep? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The awards lines might be considered promotional but not boilerplate; however they are duplicated (U.S. and Canada). Might be considered duplicated lines? They are similar but not identical. Safer to remove them as they are not substantive to role. Also remove "View our Purpose, Inclusion and Citizenship Report." maybe keep as part of description? It's a link; but could be considered boilerplate? It's a call to action; maybe remove.
We need to preserve all substantive information: company purpose, description, responsibilities, requirements, skills, benefits, schedule.
Let's extract substantive paragraphs:
Company description:
"Join 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."
We can keep that as About the role/company.
Responsibilities bullet list from "What You Will Do":
- Partner with product leaders and team members to support product strategy, development, and execution activities.
- Analyze data, trends, advisor feedback, and business performance metrics to develop actionable insights and recommendations.
- Support product and partner relationships of limited to moderate complexity.
- Assist with business cases, product reviews, competitive analysis, and strategic recommendations.
- Help ensure product literature, communications, and training materials are accurate, effective, and compliant.
- Develop knowledge of assigned product lines, industry trends, and regulatory considerations.
- Collaborate with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support initiatives and resolve issues.
- Lead selected workstreams and process improvement opportunities with guidance from team leadership.
- Maintain reporting, dashboards, and analyses used to measure product performance and adoption.
- Participate in division, firm, and industry initiatives as needed.
Requirements/Qualifications from "What Experience You Need":
- Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields).
- Series 7 and Series 66 required within 12 months of hire.
- Progress toward or interest in relevant industry designations such as CFP, CFA, CIMA, ChFC, CPA or similar credentials is preferred.
- Generally, 0-3 years of relevant financial services, business analysis, product, or investment experience.
- Strong analytical, organizational, and critical-thinking skills.
- Effective written and verbal communication skills.
- Proficiency with Microsoft Office and analytical/reporting tools such as Tableau or similar platforms.
- Demonstrated ability to collaborate across teams and manage multiple priorities.
Skills could be overlapping; but we could separate "Skills" as the soft skills and technical skills. However we already have them in requirements. To avoid duplication, we could put them under Requirements and not have separate Skills. But instruction: we can have sections like Requirements, Qualifications, Skills. We need to decide which to include. Since the posting lumps education, experience, skills together under "What Experience You Need", we could treat that as Requirements. Could also split into Requirements (education, experience) and Skills (analytical, communication, tools). But to avoid duplication, we can keep one section "Requirements" that includes all. Or we could have "Qualifications" for education and certifications, and "Skills" for abilities. Let's see: The posting includes "Bachelor’s degree required; quantitative disciplines preferred..." that's qualification. "Series 7 and Series 66 required within 12 months of hire." also qualification. "Progress toward or interest in relevant industry designations..." qualification. "Generally, 0-3 years of relevant ... experience." qualification/experience. Then skills: strong analytical, organizational, critical-thinking; effective written and verbal communication; proficiency with Microsoft Office and tools; demonstrated ability to collaborate and manage priorities. So we can split.
Thus:
- Qualifications: education, certifications, experience.
- Skills: analytical, organizational, critical-thinking; communication; proficiency with MS Office and tools; collaboration.
Benefits: from "At Edward Jones, we are building a place..." Actually that's more about culture. Benefits paragraph: "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."
We should keep that but remove the final sentence about visiting benefits page (maybe considered application instruction? It's not exactly application but could be considered a link; but it's okay to keep? Might be considered boilerplate? It's a call to action for benefits info; but it's not essential. I'd keep the benefits description but drop the "For more information..." line.
Schedule: from "**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.**"
We need to keep that.
Now we need to output HTML fragment with
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose appropriate headings.
We need to preserve all substantive info, remove boilerplate like EEO, navigation, cookie, legal, duplicated lines, application instructions. Also remove "View our Purpose, Inclusion and Citizenship Report." maybe not needed? It's part of description but not boilerplate. Keep.
We need to include sections only when posting has real specific content.
We have:
- About the role / company: description of Edward Jones, purpose, etc.
- Responsibilities: bullet list under "What You Will Do". Those are duties.
- Requirements: "What Experience You Need" includes education, series, experience, skills.
- Qualifications: maybe overlapping with requirements; but we can treat "What Experience You Need" as Requirements/Qualifications.
- Skills: maybe list of skills like analytical, communication, proficiency with tools.
- Benefits: description of benefits package.
- Pay: not mentioned; no compensation specifics. So we should NOT include Pay section.
- Schedule: mention of office days: "Candidates that live within a commutable distance ... expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, ... three days per week, with preference for Tuesday through Thursday." That's schedule info. So we can include a Schedule section.
We must not repeat job title as heading. No Job ID.
We must not include boilerplate like EEO statement, "Edward Jones does not discriminate...". Remove that.
Also remove duplicated lines like "Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones" etc. Those are maybe not essential but could be considered boilerplate? They are promotional but maybe keep? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The awards lines might be considered promotional but not boilerplate; however they are duplicated (U.S. and Canada). Might be considered duplicated lines? They are similar but not identical. Safer to remove them as they are not substantive to role. Also remove "View our Purpose, Inclusion and Citizenship Report." maybe keep as part of description? It's a link; but could be considered boilerplate? It's a call to action; maybe remove.
We need to preserve all substantive information: company purpose, description, responsibilities, requirements, skills, benefits, schedule.
Let's extract substantive paragraphs:
Company description:
"Join 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."
We can keep that as About the role/company.
Responsibilities bullet list from "What You Will Do":
- Partner with product leaders and team members to support product strategy, development, and execution activities.
- Analyze data, trends, advisor feedback, and business performance metrics to develop actionable insights and recommendations.
- Support product and partner relationships of limited to moderate complexity.
- Assist with business cases, product reviews, competitive analysis, and strategic recommendations.
- Help ensure product literature, communications, and training materials are accurate, effective, and compliant.
- Develop knowledge of assigned product lines, industry trends, and regulatory considerations.
- Collaborate with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support initiatives and resolve issues.
- Lead selected workstreams and process improvement opportunities with guidance from team leadership.
- Maintain reporting, dashboards, and analyses used to measure product performance and adoption.
- Participate in division, firm, and industry initiatives as needed.
Requirements/Qualifications from "What Experience You Need":
- Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields).
- Series 7 and Series 66 required within 12 months of hire.
- Progress toward or interest in relevant industry designations such as CFP, CFA, CIMA, ChFC, CPA or similar credentials is preferred.
- Generally, 0-3 years of relevant financial services, business analysis, product, or investment experience.
- Strong analytical, organizational, and critical-thinking skills.
- Effective written and verbal communication skills.
- Proficiency with Microsoft Office and analytical/reporting tools such as Tableau or similar platforms.
- Demonstrated ability to collaborate across teams and manage multiple priorities.
Skills could be overlapping; but we could separate "Skills" as the soft skills and technical skills. However we already have them in requirements. To avoid duplication, we could put them under Requirements and not have separate Skills. But instruction: we can have sections like Requirements, Qualifications, Skills. We need to decide which to include. Since the posting lumps education, experience, skills together under "What Experience You Need", we could treat that as Requirements. Could also split into Requirements (education, experience) and Skills (analytical, communication, tools). But to avoid duplication, we can keep one section "Requirements" that includes all. Or we could have "Qualifications" for education and certifications, and "Skills" for abilities. Let's see: The posting includes "Bachelor’s degree required; quantitative disciplines preferred..." that's qualification. "Series 7 and Series 66 required within 12 months of hire." also qualification. "Progress toward or interest in relevant industry designations..." qualification. "Generally, 0-3 years of relevant ... experience." qualification/experience. Then skills: strong analytical, organizational, critical-thinking; effective written and verbal communication; proficiency with Microsoft Office and tools; demonstrated ability to collaborate and manage priorities. So we can split.
Thus:
- Qualifications: education, certifications, experience.
- Skills: analytical, organizational, critical-thinking; communication; proficiency with MS Office and tools; collaboration.
Benefits: from "At Edward Jones, we are building a place..." Actually that's more about culture. Benefits paragraph: "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."
We should keep that but remove the final sentence about visiting benefits page (maybe considered application instruction? It's not exactly application but could be considered a link; but it's okay to keep? Might be considered boilerplate? It's a call to action for benefits info; but it's not essential. I'd keep the benefits description but drop the "For more information..." line.
Schedule: from "**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.**"
We need to keep that.
Now we need to output HTML fragment with headings and - for lists,
for prose.
We must not include any extra text outside HTML.
Let's craft:
About the role
Join 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.
Responsibilities
- Partner with product leaders and team members to support product strategy, development, and execution activities.
- Analyze data, trends, advisor feedback, and business performance metrics to develop actionable insights and recommendations.
- Support product and partner relationships of limited to moderate complexity.
- Assist with business cases, product reviews, competitive analysis, and strategic recommendations.
- Help ensure product literature, communications, and training materials are accurate, effective, and compliant.
- Develop knowledge of assigned product lines, industry trends, and regulatory considerations.
- Collaborate with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support initiatives and resolve issues.
- Lead selected workstreams and process improvement opportunities with guidance from team leadership.
- Maintain reporting, dashboards, and analyses used to measure product performance and adoption.
- Participate in division, firm, and industry initiatives as needed.
Qualifications
- Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields).
- Series 7 and Series 66 required within 12 months of hire.
- Progress toward or interest in relevant industry designations such as CFP, CFA, CIMA, ChFC, CPA or similar credentials is preferred.
- Generally, 0-3 years of relevant financial services, business analysis, product, or investment experience.
Skills
- Strong analytical, organizational, and critical-thinking skills.
- Effective written and verbal communication skills.
- Proficiency with Microsoft Office and analytical/reporting tools such as Tableau or similar platforms.
- Demonstrated ability to collaborate across teams and manage multiple priorities.
Benefits
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
- for lists,
for prose. We must not include any extra text outside HTML. Let's craft:
About the role
Join 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.
Responsibilities
- Partner with product leaders and team members to support product strategy, development, and execution activities.
- Analyze data, trends, advisor feedback, and business performance metrics to develop actionable insights and recommendations.
- Support product and partner relationships of limited to moderate complexity.
- Assist with business cases, product reviews, competitive analysis, and strategic recommendations.
- Help ensure product literature, communications, and training materials are accurate, effective, and compliant.
- Develop knowledge of assigned product lines, industry trends, and regulatory considerations.
- Collaborate with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support initiatives and resolve issues.
- Lead selected workstreams and process improvement opportunities with guidance from team leadership.
- Maintain reporting, dashboards, and analyses used to measure product performance and adoption.
- Participate in division, firm, and industry initiatives as needed.
Qualifications
- Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields).
- Series 7 and Series 66 required within 12 months of hire.
- Progress toward or interest in relevant industry designations such as CFP, CFA, CIMA, ChFC, CPA or similar credentials is preferred.
- Generally, 0-3 years of relevant financial services, business analysis, product, or investment experience.
Skills
- Strong analytical, organizational, and critical-thinking skills.
- Effective written and verbal communication skills.
- Proficiency with Microsoft Office and analytical/reporting tools such as Tableau or similar platforms.
- Demonstrated ability to collaborate across teams and manage multiple priorities.
Benefits
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