Portfolio Consultant Associate - Wealth Management

Edward Jones; Tempe (AZ); Hybride; USD 65 000 - 95 000; Plein temps

Résumé du poste

Edward Jones seeks an Associate Portfolio Consultant to provide tailored investment advice and portfolio solutions for high-net-worth clients. You will partner with Senior Portfolio Consultants to develop and implement strategies involving alternatives and complex products, ensuring alignment with client goals.

You will support trade execution, portfolio analytics, and tax-efficient construction while collaborating across internal teams to enhance client outcomes and service quality.

Qualifications

• Bachelor's degree required; FINRA Series 7 and 66 within 6 months.
• CFA designation or progress towards CFA.
• 3 years in financial services; 1–2 years in portfolio management/analysis preferred.
• Strong technical, analytical, and communication skills.

Responsabilités

• Partner with branch teams as Home Office investment specialist to deliver APPS.
• Support trade execution for alternatives; analytics and strategy implementation.
• Assist with portfolio scenarios for tax efficiency and robust construction.
• Coordinate consultations for high-net-worth client objectives and preferences.
• Collaborate with WMFM/HNW groups to improve workflows and partnerships.
• Aid branch interactions to identify resources and achieve right results.
• Monitor industry trends, regulatory changes affecting offerings.

Connaissances

Communication skills

Analytical thinking

Planning and organizing

Relationship building

Collaboration

Project management

Formation

Bachelor's degree

Outils

Excel

Aladdin Wealth

Morningstar

FactSet

Tableau

PowerBI

Description du poste

Edward Jones seeks an Associate Portfolio Consultant to provide tailored investment advice and portfolio solutions for high-net-worth clients. You will partner with Senior Portfolio Consultants to develop and implement strategies involving alternatives and complex products, ensuring alignment with client goals.

You will support trade execution, portfolio analytics, and tax-efficient construction while collaborating across internal teams to enhance client outcomes and service quality.