HNW Wealth Planning & Portfolio Consultant

Edward Jones; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Bonuses and profit sharing

Paid holidays and vacation

Job summary

Edward Jones in St. Louis is seeking a Portfolio Consultant to partner with branch teams and deliver high‑quality investment advice, planning, and services for HNW clients.

The role focuses on tailored portfolio construction, tax efficiency, and ongoing case management within Generations Consulting. You will support advisors across client journeys, align with firm guidance, and help implement new analytics and reporting capabilities to enhance personalized wealth management.

Qualifications

• Bachelor’s 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.
• Advanced written, verbal, and presentation communication skills with clients.

Responsibilities

• Partner with and support branch teams as Home Office investment specialist to deliver high-quality Advice, Planning, Products, and Services.
• Independently provide consultative support across the client journey based on client segment from Core to HNW.
• Support advisors with complex portfolio scenarios for tax-efficient, robust construction and transitions.
• Provide tailored, ongoing case management for high-net-worth clients.
• Contribute to initiatives within Generations Consulting to enable goals-based advice and asset management.
• Work with internal stakeholders to identify opportunities to improve workflows.
• Manage branch team/client escalations and allocate resources.
• Understand industry trends, competitors, and regulatory changes affecting fee-based offerings.
• Help train and onboard newer associates in Wealth Management.

Skills

Financial analysis

Portfolio management

Consultative advisory

Client relationship management

Education

Bachelor's degree

CFA designation or progress

FINRA Series 7 & 66 (preferred)

Tools

Microsoft Excel

Aladdin Wealth

Morningstar

FactSet

Databases

Job description

Edward Jones in St. Louis is seeking a Portfolio Consultant to partner with branch teams and deliver high‑quality investment advice, planning, and services for HNW clients.

The role focuses on tailored portfolio construction, tax efficiency, and ongoing case management within Generations Consulting. You will support advisors across client journeys, align with firm guidance, and help implement new analytics and reporting capabilities to enhance personalized wealth management.