About this role
Portfolio Consultant- Private Wealth
Opportunity Overview: Team Overview: The Generations HNW 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 As a Portfolio Consultant you will: • Partner with and support branch teams as Home Office investment specialist to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. • Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation 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 the right outcomes and experiences. • Support financial advisors with moderately complex client investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance. • Provide tailored, dedicated, and ongoing advanced level case management support to meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences. • Actively contribute to key initiatives/projects within the Generations Consulting department in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services. • Work in partnership with internal stakeholder groups to identify opportunities and/or recommend value add enhancements to current workflow processes. • Manage branch team/client escalations and direct resources to achieve the right results. • Have strong 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 and prospective clients. • Achieve results through others, by helping to train and onboard newer associates on the team and across Wealth Management department. Additional responsibilities may include: • Help define and stand up the firm's emerging HNW analytics and reporting capabilities by partnering with advisors, home office stakeholders, and technology teams to design, test, and refine portfolio analytics, performance reporting, risk assessment, alternative investment reporting, and portfolio planning solutions that will be incorporated into the team's future consulting model. • Serve as an early practitioner of newly developed capabilities by piloting analytical tools, documenting consultation best practices, identifying advisor and client use cases, and translating complex portfolio insights into scalable workflows that enhance the delivery of personalized investment advice to HNW clients.
Position Requirements: What Experience You Need;
• Bachelors degree required • FINRA Series 7 and 66 required (preferred) or acquired within 6 months of hire • CFA designation (or progress towards) consistent with firm policy • 5 years of Financial Services experience • Strong technical aptitude, analytical and critical skills • Advanced subject matter expertise on economic, investment, and portfolio management strategies and concepts. • Advanced written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts directly to clients. What Could Set You Apart:
• 3+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred. • Finance background and/or advanced degree preferred. • 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.
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¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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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.