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Portfolio Consultant, Investment Advisory (Remote Work Eligible)

Company: Edward Jones
Location: Saint Louis
Posted on: June 9, 2021

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

Key Responsibilities

  • Partner with financial advisors in all aspects of the Advisory Solutions custom portfolio construction process, offering insights and practical strategies around asset allocation, tax minimization, portfolio structure and optimal investment allocations across multiple client accounts.
  • Independently develop and implement the personalized portfolio solutions and tailored goals-based advice valued by clients, in alignment with firm advice and guidance, based on their objectives, risk profile, time horizon and preferences.
  • Provide expert level case management directly to financial advisors, as the portfolio specialist, in order to effectively implement Model changes, portfolio objective adjustments, Investment Policy Committee asset allocation changes and/or manager strategy removals.
  • Serve as the Investment Advisory subject matter expert when representing the Firm's Advisory Solutions fee-based discretionary programs directly to high net worth clients in collaboration with our Client Consultation Group (CCG).
  • Support financial advisors in developing client presentations by clearly communicating recommendation rationale, key considerations and client outcomes associated with client cases.
  • Deliver presentations at client events, seminars and web conferences.
  • Have a deep understanding of Advisory industry trends and the competitive environment, and be able to apply this knowledge when serving the needs of financial advisors and clients.
  • Help train and develop newer associates.

Education and Certification

  • Bachelor degree required. Finance background and/or advanced degree preferred.
  • Series 7 and 66 FINRA licenses are required to be obtained within six months of hire.
  • Completion of CFA designation, including relevant work experience criteria.

Minimum Experience

  • 3 to 7 years of Advisory or Financial Services industry experience. Background in asset allocation advice and guidance, portfolio construction, investment analysis and/or investment management strongly preferred.

Functional Knowledge

  • Strong technical aptitude, analytical and critical thinking skills.
  • Strong knowledge of economic, statistical and investment concepts.
  • Advanced expert level understanding of Firm's Advisory Solutions fee-based discretionary programs.
  • Strong verbal communication and presentation delivery skills.
  • Proficient with Microsoft Excel and PowerPoint.
  • FORTUNE 2020 - Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
  • From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

  • Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
  • 2020 Corporate Equality Index - Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
  • Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list - the highest ranking among the financial-services industry!
  • Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
  • The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm's 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

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.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Keywords: Edward Jones, St. Louis , Portfolio Consultant, Investment Advisory (Remote Work Eligible), Other , Saint Louis, Missouri

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