Product Guidance Specialist, Service

This job posting is anticipated to remain open for 30 days, from 01-Sep-2026. The posting may close early due to the volume of applicants.

Are you a service professional who thrives in complex, fast-moving environments where market events, product acumen, and client needs intersect?

As a Product Guidance Specialist, you will serve as a trusted partner to Financial Advisors, practice teams, and internal stakeholders delivering expert-level support, strategic problem solving, and exceptional service in a specialized area directly impacted by stock and bond market activity. This role requires strong analytical thinking, advanced product knowledge, sound judgment, and the ability to navigate complex situations with confidence and professionalism.

Working within a highly collaborative and agile team, you will play a critical role in helping advisors and clients respond to evolving market conditions while ensuring accurate, timely, and solution-focused service. Success in this role requires flexibility, resilience, and a commitment to continuous learning in an ever-changing financial environment.

ROLE RESPONSIBILITIES:

• Serve as a subject matter expert and trusted resource for Financial Advisors, practice teams, and internal business partners on complex service, product, and operational inquiries.
• Analyze and resolve challenging issues by applying critical thinking, sound judgment, and a deep understanding of investment products, processes, and market dynamics.
• Provide exceptional service and guidance during periods of heightened market activity, helping stakeholders navigate time-sensitive requests with accuracy and confidence.
• Interpret and apply evolving policies, procedures, and product updates to deliver customized solutions.
• Balance multiple high-priority requests while maintaining superior service standards in a fast-paced environment.
• Partner closely with teammates and cross-functional stakeholders to share expertise, strengthen team capabilities, and ensure consistent service delivery.
• Contribute to process improvement initiatives by identifying opportunities to enhance efficiency, mitigate risk, and improve the advisor and client experience.
• Demonstrate adaptability and teamwork by supporting department priorities and responding effectively to changing business and market conditions.

REQUIRED SKILLS:

• 3-5 years of customer service, prior financial services industry, and/or Edward Jones experience required.
• Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required.
• Accredited Asset Management Specialist (AAMS®) required within 9-months of hire.
• Bachelor’s degree in a business-related field is strongly preferred.
• Strong critical thinking skills are necessary.
• Must be able to understand information about various securities, market conditions, industry trends, and financial planning.
• Extensive flexibility, reliability and sound decision making skills
• Strong computer skills with the ability to learn and apply technical information.

Current Internal home-based associates please note: Even as a campus-based posted role you are eligible to apply and, if selected, you may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for campus-based presence.

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.