Senior Portfolio Consultant- High Net Worth Consultation

Overview

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up sts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals.

Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Job Overview

Position

Schedule:

Full-Time

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.

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.

• 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 the 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 advice and guidance.
• Consult with financial advisors on HNW client scenarios that involve a focus on exploring or incorporating 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 everything from product education, to client suitability assessment, to fund selection and portfolio allocation, and ultimately trade execution.
• Provide world-class service and timely, professional expert level case management to financial advisors by providing seamless end-to-end support (individually or in collaboration 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 (WMFM) division, in collaboration with internal/external stakeholders, that enables 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 (Core Wealth, Signature Experience), the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current/prospective clients.

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 basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and…