Senior Portfolio Consultant- High Net Worth Consultation
Edward Jones, Tempe, Arizona, us, 85285
Overview
This job posting is anticipated to remain open for 30 days, from 21-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹ ¹ Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Team Overview
The Private Wealth 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.
What You Will Do
Independently and consistently provide the right level of consultative support across the client journey based on the client\'s unique situation and most important needs 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 impactful client outcomes and world-class experiences. Support financial advisors and clients with highly complex investment portfolio scenarios to deliver comprehensive, hyper-personalized, and tax-efficient portfolio construction solutions and asset transition advice (i.e., asset allocation, tax minimization, optimal investments, multi-year strategy), in alignment with firm guidance. Consult with financial advisors on HNW client scenarios that involve complex products, specifically Alternatives (i.e., private equity, private credit, private real estate) into client portfolios. Serve as the dedicated subject-matter expert responsible for product education, client suitability assessment, fund selection, portfolio allocation, and trade execution. Provide world-class service and timely, professional expert-level case management to financial advisors by delivering seamless end-to-end support (individually or with stakeholders), within the desired timeframe, and in alignment with expectations. Lead or actively contribute to key strategic initiatives/projects within the Private Wealth department and across the Wealth Management Field Management division, enabling the firm\'s evolution to deliver strong goals-based advice, financial planning, and asset management services. Manage significant branch team/client escalations and direct resources to achieve the right results. Achieve results through others by serving as an informal leader and mentor to develop newer associates on the Investment Consultation team and across the Private Wealth department. Possess and maintain a deep understanding of industry trends, competitors, and regulatory changes – assess how these themes impact our fee-based program offerings, the implementation of firm guidance, and the ability to deliver personalized service for current/prospective clients.
What Experience You Need
Bachelor\'s degree. Finance background and/or advanced degree preferred. FINRA Series 7 and 66 (or completion within 6 months of hire). CFA designation required (or progress towards). 10 years of Financial Services experience required. 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred.
Functional Knowledge
Advanced technical aptitude, analytical, and critical skills. Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts. Advanced skills in planning and organizing, relationship building, collaboration, critical thinking, and project management. Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and explain complex investment terms to clients. Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving – problems tend to be advanced/complex and based on the needs of high-net-worth clients. Decision Making – decisions are high in impact and complex in nature. Span of Influence: High – role requires significant decisions with a direct impact on FA/client outcomes.
Location and Status
Candidates that live within commuting distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, commuting-distance candidates from these locations are expected to work in the office three days per week, with a preference for Tuesday through Thursday. Current internal home-based associates may retain their home-based status; Edward Jones intends to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Additional Information
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, short- and long-term disability, basic life, and basic AD&D coverage. The firm offers a 401k retirement plan and tax-advantaged accounts. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates, as well as sick time, personal days, and a paid day for volunteerism. All associates are eligible for bonuses and profit sharing and for the Employee Assistance Program. For more information on benefits, please visit our benefits page. Qualified applicants with arrest or conviction records will be considered in accordance with applicable fair chance laws. Edward Jones conducts background reviews consistent with FINRA Rule 3110(e). Note: A copy of the notice regarding the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf
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This job posting is anticipated to remain open for 30 days, from 21-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹ ¹ Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Team Overview
The Private Wealth 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.
What You Will Do
Independently and consistently provide the right level of consultative support across the client journey based on the client\'s unique situation and most important needs 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 impactful client outcomes and world-class experiences. Support financial advisors and clients with highly complex investment portfolio scenarios to deliver comprehensive, hyper-personalized, and tax-efficient portfolio construction solutions and asset transition advice (i.e., asset allocation, tax minimization, optimal investments, multi-year strategy), in alignment with firm guidance. Consult with financial advisors on HNW client scenarios that involve complex products, specifically Alternatives (i.e., private equity, private credit, private real estate) into client portfolios. Serve as the dedicated subject-matter expert responsible for product education, client suitability assessment, fund selection, portfolio allocation, and trade execution. Provide world-class service and timely, professional expert-level case management to financial advisors by delivering seamless end-to-end support (individually or with stakeholders), within the desired timeframe, and in alignment with expectations. Lead or actively contribute to key strategic initiatives/projects within the Private Wealth department and across the Wealth Management Field Management division, enabling the firm\'s evolution to deliver strong goals-based advice, financial planning, and asset management services. Manage significant branch team/client escalations and direct resources to achieve the right results. Achieve results through others by serving as an informal leader and mentor to develop newer associates on the Investment Consultation team and across the Private Wealth department. Possess and maintain a deep understanding of industry trends, competitors, and regulatory changes – assess how these themes impact our fee-based program offerings, the implementation of firm guidance, and the ability to deliver personalized service for current/prospective clients.
What Experience You Need
Bachelor\'s degree. Finance background and/or advanced degree preferred. FINRA Series 7 and 66 (or completion within 6 months of hire). CFA designation required (or progress towards). 10 years of Financial Services experience required. 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred.
Functional Knowledge
Advanced technical aptitude, analytical, and critical skills. Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts. Advanced skills in planning and organizing, relationship building, collaboration, critical thinking, and project management. Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and explain complex investment terms to clients. Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Problem Solving – problems tend to be advanced/complex and based on the needs of high-net-worth clients. Decision Making – decisions are high in impact and complex in nature. Span of Influence: High – role requires significant decisions with a direct impact on FA/client outcomes.
Location and Status
Candidates that live within commuting distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, commuting-distance candidates from these locations are expected to work in the office three days per week, with a preference for Tuesday through Thursday. Current internal home-based associates may retain their home-based status; Edward Jones intends to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Additional Information
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, short- and long-term disability, basic life, and basic AD&D coverage. The firm offers a 401k retirement plan and tax-advantaged accounts. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates, as well as sick time, personal days, and a paid day for volunteerism. All associates are eligible for bonuses and profit sharing and for the Employee Assistance Program. For more information on benefits, please visit our benefits page. Qualified applicants with arrest or conviction records will be considered in accordance with applicable fair chance laws. Edward Jones conducts background reviews consistent with FINRA Rule 3110(e). Note: A copy of the notice regarding the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf
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