Senior Portfolio Consultant, HNW Wealth & Planning
Listed on 2026-10-11
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Edward Jones is seeking a Portfolio Consultant to support high-net-worth clients with tailored investment advice, portfolio construction, and ongoing case management. You will collaborate with financial advisors to deliver personalized wealth management solutions, focusing on asset allocation, tax efficiency, and robust portfolio transitions.
The role requires advanced knowledge of investment strategies, strong analytical and communication skills, and a CFA or progress toward, with FINRA
As a Senior Portfolio Consultant, HNW Wealth & Planning, you will play an important part at Edward Jones in Tempe, AZ, United States.
The advertised compensation is 95..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Portfolio Consultant, HNW Wealth & Planning role in the description above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).