Associate Portfolio Consultant

Edward Jones; Tempe (AZ); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

401k retirement plan

Health benefits

Paid holidays & vacation

Job summary

Edward Jones in Tempe, AZ is seeking an Associate Portfolio Consultant to support portfolio solutions for high-net-worth clients. You will work with Senior Portfolio Consultants to implement investment strategies, analyze portfolios, and provide client-focused advice in coordination with home office teams.

Qualified candidates have a Bachelor's degree, FINRA Series 7 and 66 within 6 months, CFA progress, and 3+ years in financial services with strong analytical and communication skills.

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 licenses within 6 months of hire.
• CFA designation or progress towards is preferred.
• 3+ years in financial services or related field; portfolio management/analysis is a plus.
• Strong analytical, communication, and relationship-building skills.

Responsibilities

• Support branch teams as a Home Office investment specialist to deliver APPS.
• Assist with trade execution for Alternative investments and portfolio analytics.
• Provide concise commentary and assist in portfolio construction and transitions.
• Coordinate consultations to meet high-net-worth client objectives and preferences.
• Collaborate with internal stakeholders to enhance workflows and partnerships.
• Stay informed on industry trends, regulatory changes, and competitive dynamics.

Skills

Analytical thinking

Communication skills

Team collaboration

Problem solving

Attention to detail

Education

Bachelor's degree

CFA designation progress

FINRA Series 7 and 66 licenses

Master's degree (advantage)

Tools

Excel

Tableau

PowerBI

Aladdin Wealth

Morningstar

FactSet

Job 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.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Team Overview:

The Edward Jones Generations®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.

The Investment Consulting team partners with financial advisors and clients to deliver the high-quality and actionable Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Through detailed analysis, the team develops and guides the implementation of customized investment solutions connecting goals outlined in client's financial plan to portfolio strategy.

What You Will Do:

The Associate Portfolio Consultant is the investment specialist responsible for providing assistance in bringing the client's most important portfolio needs to life through tailored investment advice, personalized portfolio solutions, and ensuring alignment with the client's goals and expectations. They will partner with the Senior Portfolio Consultant to develop and execute portfolio strategies involving Alternative investments and/or other complex products.

Key Responsibilities include:

• Partner with and support branch teams as a Home Office investment specialist to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs.
• In coordination with the Senior Portfolio Consultants, provide the right level of support across the client journey based on the client's needs and unique situation including assisting with trade execution for Alternative investments, portfolio analytics and reporting, and strategy implementation.
• Support senior members of the Investment Consulting Team, Financial Advisors, and clients with basic to intermediate investment portfolio scenarios to enable delivery of 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.
• Coordinate and/or contribute to consultations and content that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences.
• Work in partnership with WMFM or HNW internal stakeholder groups to explore opportunities to enhance workflow processes and/or strengthen partnership dynamics important to the delivery of seamless end-to-end Home Office support.
• Assist with branch team and client interactions identifying resources to achieve the right results.
• Build and maintain an understanding of industry trends, competitors, and regulatory changes and assess how these themes impact our product offerings, the implementation of firm advice and guidance, and the team's ability to deliver the personalization sought by current and prospective clients.

What Experience You Need:

• Bachelor's degree required
• FINRA Series 7 and 66 licenses required within 6 months of hire
• Charted Financial Analyst (CFA) designation or progress towards
• 3 years of experience in financial services or related field, 1-2 years of relevant portfolio management, portfolio analysis, and/or investment consultation preferred but not required
• Technical aptitude, analytical, and critical skills.
• Subject matter expertise on economic, investment, and portfolio management strategies and concepts.
• Skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management.
• Solid written, verbal, and presentation communication skills with the ability to provide concise, relevant commentary.

What Could Set you Apart:

• Active Series 7, 66 licenses
• Master's degree
• Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).
• Proficiency with data visualization tools such as Tableau and/or PowerBI

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.

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:

Check out our Canadian awards and accolades:

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.