Onboarding Specialist, Market Management

Job Overview

There's power in partnership.

Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what's most important to them, all while giving you the opportunity to innovate, collaborate and grow.

What you do every day helps people achieve and protect their financial goals. You'll have access to cutting‑edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea.

Position

Schedule:

Full‑Time

This job posting is anticipated to remain open for 30 days, from 26-Feb-2026. The posting may close early due to the volume of applicants.

Creates customized processes and solutions while training and supporting in a multi‑dynamic environment. Trains experienced advisors (EA) on all systems and processes (onsite or remotely) when starting at Edward Jones. Organizes and guides EA through transition of business and clients while also implementing changes that are needed for the EA to run their branch. Onboarding specialist also trains and supports BOA whether a host, existing or new.

Onboarding specialist also adapts to office situation to create a welcoming environment for EA and host branch. Adjusts to varying situations including open office, RTP, GK, host (IBP), teaming and alternative acquisition methods firmwide. Works across multiple departments and divisions to provide support for EA and updates to stakeholders.

• This position requires 40-60% travel annually
  . Most Experienced Advisor (EA) training is conducted in person
  , and each assignment may have its own unique and evolving travel and training needs
  . Flexibility to adjust to changing schedules and requirements is essential

• Reviews all transfers and account opening paperwork to ensure seamless account movement between firms. Corrects and resubmits any errors on ACATs that impede asset movement to EJ

• Interacts with multiple vendors to ensure smooth processing of accounts, annuities, life insurance and ERPs (401(k), 403(b) Owner K etc.).

• Creates specialized plans to train experienced advisor in a 'just in time' format using knowledge from continued training on EJ system improvements and staying up to date on all products, services and new software.

• Creates plan for continued support from region, host branch and TBS team upon onboarding specialist assignment completion

• Interacts with multiple vendors to ensure smooth processing of accounts, annuities, life insurance and ERPs (401(k), 403(b) Owner K etc.).

• Responsible for administrative paperwork which enables asset transfers (Team averages $550 million / year)

* 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.*

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: $74600

Hiring Maximum: $122800

• Bachelor's degree in the field of business preferred

• 1-2 years'…