Senior Private Wealth Portfolio Strategist

Edward Jones; Tempe (AZ); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Edward Jones is seeking a Senior Investment Consultant within the Private Wealth Consulting team in Tempe, AZ. The role provides consultative support across the client journey, delivering tailored investment advice, portfolio construction, and asset allocation for high-net-worth clients.

You will collaborate with financial advisors, focusing on complex products including alternatives, with an emphasis on tax efficiency and world-class service.

Qualifications

• Bachelor’s degree required; Finance background preferred.
• CFA designation or progress toward required; Series 7 & 66 within 6 months of hire.
• 10 years of Financial Services experience required; 7+ years in portfolio management/investment consultation preferred.

Responsibilities

• Provide consultative support across client journey to deliver tailored investment advice and portfolio construction.
• Assist with complex portfolio scenarios to deliver tax-efficient strategies and asset transitions.
• Advise on alternative investments (private equity/credit/real estate) for HNW clients; educate and guide client suitability.

Skills

Client advisory

Financial analysis

Communication

Regulatory knowledge

Education

Bachelor’s degree in Finance

CFA designation

FINRA Series 7 & 66

Tools

Aladdin Wealth

Morningstar

FactSet

Job description

Edward Jones is seeking a Senior Investment Consultant within the Private Wealth Consulting team in Tempe, AZ. The role provides consultative support across the client journey, delivering tailored investment advice, portfolio construction, and asset allocation for high-net-worth clients.

You will collaborate with financial advisors, focusing on complex products including alternatives, with an emphasis on tax efficiency and world-class service.