Senior Portfolio Consultant- High Net Worth Consultation

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.

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.

• 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.

• 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…