Senior Wealth Portfolio Consultant
Edward Jones
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Benefits offered by this job
Job summary
Edward Jones is seeking a senior-level Investment Consultant to support high-net-worth clients through private wealth planning. The role collaborates with financial advisors across service models to deliver tailored investment advice, portfolio construction, and tax-efficient strategies.
Ideal candidates bring 10+ years in financial services, 7+ years in portfolio management or investment consultancy, and CFA/series credentials. Tempe-based position with strong client service expectations.
Qualifications
- Bachelor's degree; finance background preferred.
- FINRA Series 7 and 66 required or to be completed within 6 months.
- CFA designation required or progress towards.
- 10+ years of Financial Services experience.
- 7+ years in portfolio management or investment consultation preferred.
Responsibilities
- Provide consultative support across client journey to drive outcomes.
- Assist advisors with complex portfolios for tax-efficient construction.
- Consult on HNW scenarios including alternatives; act as SME.
- Deliver world-class service with timely case management.
- Lead strategic initiatives within Private Wealth & WMFM.
Skills
Education
Tools
Job description
Edward Jones is seeking a senior-level Investment Consultant to support high-net-worth clients through private wealth planning. The role collaborates with financial advisors across service models to deliver tailored investment advice, portfolio construction, and tax-efficient strategies.
Ideal candidates bring 10+ years in financial services, 7+ years in portfolio management or investment consultancy, and CFA/series credentials. Tempe-based position with strong client service expectations.
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