Portfolio Consultant- Private Wealth

Edward Jones; Tempe (AZ); In loco; USD 110.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical and prescription drug

Dental

Vision

401(k) retirement plan

Bonuses and profit sharing

Paid holidays

Vacation days

Flexible spending account

Employee Assistance Program

Descrizione del lavoro

Edward Jones is seeking a seasoned Generations HNW Consulting professional to support high-net-worth clients with tailored investment advice, portfolio construction, and asset management strategies. The role collaborates with financial advisors, home office teams, and external relations to deliver personalized, tax-efficient solutions.

You will lead complex portfolios, provide market commentary, and help implement sophisticated planning tools while maintaining client-focused service excellence.

Competenze

• Bachelor's degree required.
• FINRA Series 7 and 66 required or to be acquired within 6 months of hire.
• CFA designation or progress toward it may be considered.
• 5 years of financial services experience preferred.
• Strong technical, analytical, and presentation skills.

Mansioni

• Partner with branch teams and home office investment specialists to deliver high-quality wealth management services.
• Provide consultative support across the client journey for Core and HNW segments.
• Assist advisors with complex portfolio scenarios, asset allocation, tax considerations, and transitions.
• Offer ongoing case management for high-net-worth clients.
• Contribute to initiatives to enhance analytics, reporting, and portfolio planning capabilities.

Conoscenze

FINRA Series 7 & 66

Portfolio management

Analytical thinking

Communication skills

Excel, databases, wealth software

Formazione

Bachelor's degree

CFA in progress

Strumenti

Aladdin Wealth

Morningstar

FactSet

Descrizione del lavoro

This job posting is anticipated to remain open for 30 days, from 02-Nov-2026. The posting may close early due to the volume of applicants.

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 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

• Partner with and support branch teams asHomeOffice investment specialist to deliver the high-quality Advice, Planning, Products, and Services (APPS)requiredto 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.

What Experience You Need;

• Bachelorsdegree 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 yearsof FinancialServicesexperience
• Strong technical aptitude,analytical and critical skills
• Advancedsubject matterexpertiseon 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 ofrelevantportfolio management,portfolio construction,and/orinvestment consultationexperiencestrongly preferred.
• Finance backgroundand/oradvanced degree preferred.
• Proficiencyin Microsoft Excel, databases, andwealth managementsoftwaretools(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.

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: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.

• Medical and prescription drug
• Dental
• Vision
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability
• Basic life
• Basic AD&DD coverage
• Short- and long-term disability, basic life, and basic AD&DD coverage are provided at no cost to associates.
• 401k retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• Sick time
• Personal days
• Paid day for volunteerism
• 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.