Portfolio Consultant

This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants.

High Net Worth Consultation partners directly with advisors and clients to deliver tailored and actionable investment advice, planning, products, and services required to meet our client's most important wealth management needs and goals. Through robust collaboration and detailed analyses, the team develops and guides the implementation strategy of customized portfolio solutions connecting goals outlined in a client's financial plan to investment strategy.

• Partner with and support branch teams as Home Office investment specialists to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs.
• Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situations across our various service models – from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life – to drive the right outcomes and experiences.
• Support financial advisors with moderately complex client investment portfolio scenarios to deliver more personalized, tax‑efficient, and robust portfolio construction and transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance.
• Provide tailored, dedicated, and ongoing advanced level case management support to meet the needs of our high‑net‑worth clients based on objectives, risk profile, account mandates, and personal preferences.
• Actively contribute to key initiatives and projects within the WMC department and across the WMAS division, in collaboration with internal and external stakeholders, that enable the firm's evolution to deliver strong goals‑based advice, financial planning, and asset management services.
• Work in partnership with WMC internal stakeholder groups to identify opportunities and recommend value‑add enhancements to current workflow processes.
• Manage branch team/client escalations and direct resources to achieve the right results.
• Have a strong understanding of industry trends, competitors, and regulatory changes – assess how these themes impact our fee‑based program offerings and the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current and prospective clients.
• Achieve results through others, by helping to train and onboard newer associates on the team and across the WMC department.

• Bachelor's degree required.
• FINRA Series 7 and 66 required (preferred) or acquired within 6 months of hire.
• CFA designation (or progress toward) consistent with firm policy.
• 5 years of Financial Services experience.
• Strong technical aptitude, analytical and critical skills.
• Advanced subject matter expertise on economic, investment, and portfolio management strategies and concepts.
• Advanced written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and explain complex investment terms and concepts directly to clients.

• 3+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred.
• Finance background and/or advanced degree preferred.
• Proficiency in Microsoft Excel, databases, and wealth management software tools (e.g., Aladdin Wealth, Morningstar, Fact Set).

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short‑ and long‑term disability, basic life, and basic AD&D coverage. Short‑ and long‑term disability, basic life, and…