Associate Portfolio Consultant

Edward Jones

5d•Hybrid

About The Position

The Edward Jones Generations® 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. The Investment Consulting team partners with financial advisors and clients to deliver the high-quality and actionable Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Through detailed analysis, the team develops and guides the implementation of customized investment solutions connecting goals outlined in client's financial plan to portfolio strategy. The Associate Portfolio Consultant is the investment specialist responsible for providing assistance in bringing the client's most important portfolio needs to life through tailored investment advice, personalized portfolio solutions, and ensuring alignment with the client's goals and expectations. They will partner with the Senior Portfolio Consultant to develop and execute portfolio strategies involving Alternative investments and/or other complex products.

Requirements

Bachelor's degree required
FINRA Series 7 and 66 licenses required within 6 months of hire
Charted Financial Analyst (CFA) designation or progress towards
3 years of experience in financial services or related field, 1-2 years of relevant portfolio management, portfolio analysis, and/or investment consultation preferred but not required
Technical aptitude, analytical, and critical skills.
Subject matter expertise on economic, investment, and portfolio management strategies and concepts.
Skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management.
Solid written, verbal, and presentation communication skills with the ability to provide concise, relevant commentary.

Nice To Haves

Active Series 7, 66 licenses
Master's degree
Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).
Proficiency with data visualization tools such as Tableau and/or PowerBI

Responsibilities

Partner with and support branch teams as a Home Office investment specialist to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs.
In coordination with the Senior Portfolio Consultants, provide the right level of support across the client journey based on the client's needs and unique situation including assisting with trade execution for Alternative investments, portfolio analytics and reporting, and strategy implementation.
Support senior members of the Investment Consulting Team, Financial Advisors, and clients with basic to intermediate investment portfolio scenarios to enable delivery of 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.
Coordinate and/or contribute to consultations and content that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences.
Work in partnership with WMFM or HNW internal stakeholder groups to explore opportunities to enhance workflow processes and/or strengthen partnership dynamics important to the delivery of seamless end-to-end Home Office support.
Assist with branch team and client interactions identifying resources to achieve the right results.
Build and maintain an understanding of industry trends, competitors, and regulatory changes and assess how these themes impact our product offerings, the implementation of firm advice and guidance, and the team's ability to deliver the personalization sought by current and prospective clients.