Senior Private Wealth Portfolio Strategist

Edward Jones

Tempe (AZ)

On-site

USD 120,000 - 180,000

Full time

4 days ago

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Benefits offered by this job

401k retirement plan

Health insurance

Paid holidays and vacation

Job summary

Edward Jones in Tempe, AZ is seeking an experienced Private Wealth Investment Consultant to provide tailored investment planning and portfolio strategies for high-net-worth clients. You will collaborate with financial advisors, craft tax-efficient solutions, and guide asset allocation decisions across complex portfolios.

Qualified candidates have a CFA or progress toward, FINRA 7/66, 10+ years in financial services, and a strong track record in portfolio construction.

Qualifications

Bachelor's degree; finance background preferred.
FINRA Series 7 and 66 required or within 6 months of hire.
CFA designation required or in progress.
10 years of Financial Services experience.
7+ years portfolio management/investment consultation experience.

Responsibilities

Provide consultative support across the client journey for high-net-worth clients.
Assist with complex portfolio scenarios including asset allocation and tax minimization.
Evaluate use of Alternatives (private equity, private credit, real estate) in client portfolios.
Lead strategic initiatives within Private Wealth and WMFM.
Manage branch team/client escalations and mentor associates.