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High Net Worth Client Development Analyst

This job posting is anticipated to remain open for 30 days, from 31-Mar-2026. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

What You'll Do:

• Support the expansion of the firm's M&A referral capabilities, strengthen relationships with external partners, and directly support financial advisors and their business owner clients with complex M&A-related needs.
• Act as the primary point of contact between the field and the firm's M&A offerings, acting as a subject-matter expert on M&A topics and helping guide branch teams along the optimal path for client servicing and engagement.
• Bring strong relationship-building skills, analytical and organizational capabilities, and a passion for working with business owners and the advisors who support them in a high-volume, fast-paced environment.
• Support the overall M&A program, including tracking team activity, managing client and business development reporting, assisting with opportunity follow-ups, and leveraging technical knowledge to support live cases.
• Report to the Senior Director of the M&A program, support opportunity intake and workflow coordination, assist with partner relationship and network management, and provide market insights through various channels to Financial Advisors and clients.
• Leverage foundational experience in M&A, investment banking, corporate finance, business development, or a related field to ensure alignment with firm objectives and deliver measurable results.

What Experience You'll Need:

• Bachelor's degree in Finance, Accounting or equivalent.
• 3+ years of relevant experience, including:
• Comfort level reviewing and analyzing financial statements, including EBITDA and other key valuation metrics
• Base level understanding of M&A or Investment Banking processes and terminology

What Could Set You Apart:

• Experience working in Financial Services or Wealth Management Industry

**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.

At 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 Jones. Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones.

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.

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.