About this role
Senior Portfolio Consultant- High Net Worth Consultation
Opportunity Overview: Team Overview: The Private Wealth Consulting team serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation of investment solutions to high-net-worth (HNW) clients through direct partnership with financial advisors. We collaborate across Edward Jones Home Office teams and external third-party relationships to deliver high-quality, personalized advice with a particular focus on actionable financial planning, portfolio/product strategy, and services to meet our client's most important wealth management needs.
What You Will Do: • Independently and consistently provide the right level of consultative support across the client journey based on the client's unique situation and most important needs across our various service models – from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life – to drive impactful client outcomes and world-class experiences. • Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver comprehensive, hyper-personalized, and tax-efficient portfolio construction solutions and asset transition advice (i.e., asset allocation, tax minimization, optimal investments, multi-year strategy), in alignment with firm advice and guidance. • Consult with financial advisors on HNW client scenarios that involve a focus on exploring or incorporating complex products, specifically Alternatives (i.e., private equity, private credit, private real estate) into client portfolios. Serve as the dedicated subject-matter expert responsible for everything from product education, to client suitability assessment, to fund selection and portfolio allocation, and ultimately trade execution. • Provide world-class service and timely, professional expert level case management to financial advisors by providing seamless end-to-end support (individually or in collaboration with stakeholders), within the desired timeframe, and in alignment with expectations. • Lead or actively contribute to key strategic initiatives/projects within the Private Wealth department and across the Wealth Management Field Management (WMFM) division, in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services. • Manage significant branch team/client escalations and direct resources to achieve the right results. • Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the Investment Consultation team and across the Private Wealth department. • Possess and maintain a deep understanding of industry trends, competitors, and regulatory changes – assess how these themes impact our fee-based program offerings (Core Wealth, Signature Experience), the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current/prospective clients.
Position Requirements: What Experience You Need: • Bachelor's degree. Finance background and/or advanced degree preferred. • FINRA Series 7 and 66 (or completion within 6 months of hire). • CFA designation required (or progress towards) • 10 years of Financial Services experience required • 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred
What Could Set You Apart: • Series 24 license • Master's degree • Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). 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..
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.
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¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades: 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.
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EEO Statement: 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.
Salary Information: 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.