About The Position
The Senior Portfolio Consultant is part of Edward Jones’ Private Wealth Consulting team, which provides financial planning and investment consultation to high-net-worth clients in partnership with financial advisors. The role delivers personalized, actionable advice and investment solutions across client service models, with a focus on portfolio strategy, financial planning, and clients’ wealth management needs. The consultant supports complex portfolio construction and asset-transition scenarios, including asset allocation, tax minimization, investment selection, and multiyear strategies. They serve as a subject-matter expert on alternative investments, supporting product education, client suitability assessments, fund selection, portfolio allocation, and trade execution. The role also provides end-to-end case management, handles escalations, contributes to strategic initiatives, and mentors associates. Additional responsibilities may include leading the design and implementation of high-net-worth analytics, reporting, and consultation capabilities. This work includes setting business requirements and service offerings, prioritizing development, partnering across Wealth Management, Product, Operations, and Technology, validating analytical solutions through complex client scenarios, influencing adoption, and establishing processes and expertise for long-term success. Candidates who live within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.
Requirements
- Bachelor’s degree.
- FINRA Series 7 and Series 66 licenses, or completion within six months of hire.
- CFA designation or progress toward the designation.
- 10 years of financial services experience.
- 7 or more years of relevant portfolio management, portfolio construction, and/or investment consultation experience is strongly preferred.
Nice To Haves
- Finance background and/or an advanced degree.
- Series 24 license.
- Master’s degree.
- Proficiency in Microsoft Excel, databases, and wealth management software tools such as Aladdin Wealth, Morningstar, and FactSet.
Responsibilities
- Provide consultative support throughout the client journey, tailored to clients’ situations, needs, and service models.
- Support financial advisors and clients with complex investment portfolios, including comprehensive, personalized, tax-efficient portfolio construction and asset-transition advice.
- Consult on high-net-worth client scenarios involving alternative investments, including product education, suitability assessment, fund selection, portfolio allocation, and trade execution.
- Provide timely, professional, end-to-end case management and support to financial advisors, independently or in collaboration with stakeholders.
- Lead or contribute to strategic initiatives and projects across Private Wealth and Wealth Management Field Management.
- Manage significant branch-team and client escalations and direct resources toward appropriate outcomes.
- Mentor and develop newer associates on the Investment Consultation team and across the Private Wealth department.
- Maintain knowledge of industry trends, competitors, and regulatory changes and assess their impact on fee-based programs, firm advice, and personalization.
- Potentially lead the design and implementation of high-net-worth analytics, reporting, and consultation capabilities, including requirements, service offerings, and development priorities.
- Partner across Wealth Management, Product, Operations, and Technology to create scalable solutions for sophisticated client needs.
- Shape how new analytical capabilities are integrated into advisor-facing consultation services, validate their effectiveness, influence adoption, and establish supporting standards and processes.
Benefits
- Medical and prescription drug coverage.
- Dental insurance.
- Vision insurance.
- Voluntary benefits, including accident, hospital indemnity, and critical illness coverage.
- Short- and long-term disability coverage at no cost to associates.
- Basic life and basic AD&D coverage at no cost to associates.
- 401(k) retirement plan.
- Health savings account.
- Flexible spending account.
- Ten paid holidays.
- 15 days of vacation for new associates beginning January 1 of each year.
- Sick time and personal days.
- Paid day for volunteerism.
- Associates may be eligible for bonuses and profit sharing.
- Employee Assistance Program.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
