Senior Portfolio Consultant, HNW Wealth & Planning

Edward Jones; Tempe (AZ); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Bonuses and profit sharing

Paid holidays

Job summary

Edward Jones is seeking a Portfolio Consultant to support high-net-worth clients with tailored investment advice, portfolio construction, and ongoing case management. You will collaborate with financial advisors to deliver personalized wealth management solutions, focusing on asset allocation, tax efficiency, and robust portfolio transitions.

The role requires advanced knowledge of investment strategies, strong analytical and communication skills, and a CFA or progress toward, with FINRA

Qualifications

• Bachelor's degree required.
• FINRA Series 7 and 66 required (or acquired within 6 months).
• CFA designation (or progress towards) per firm policy.
• 5 years of financial services experience.
• Strong technical aptitude, analytical and critical skills.
• Advanced knowledge of economic, investment, and portfolio management concepts.
• Excellent written, verbal, and presentation skills.

Responsibilities

• Provide tailored investment guidance and portfolio construction for HNW clients.
• Assist branch teams with consultative client journeys across Core and HNW segments.
• Support advisors with complex portfolio scenarios focusing on tax efficiency and asset allocation.
• Deliver ongoing case management for high-net-worth clients.
• Collaborate on initiatives to enhance analytics, reporting, and portfolio planning tools.
• Identify workflow improvements with internal stakeholders to enhance client experiences.
• Manage escalations and allocate resources to achieve results.
• Stay informed on market trends, competition, and regulatory changes impacting fee-based programs.

Skills

FINRA Series 7

FINRA Series 66

CFA designation

Financial services experience

Analytical skills

Communication skills

Education

Bachelor's degree

Tools

Aladdin Wealth

Morningstar

FactSet

Job description

Edward Jones is seeking a Portfolio Consultant to support high-net-worth clients with tailored investment advice, portfolio construction, and ongoing case management. You will collaborate with financial advisors to deliver personalized wealth management solutions, focusing on asset allocation, tax efficiency, and robust portfolio transitions.

The role requires advanced knowledge of investment strategies, strong analytical and communication skills, and a CFA or progress toward, with FINRA