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Senior Portfolio Consultant
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Full-time
- Edward Jones is a Fortune 500¹ company where people come first.
- Support financial advisors with the most complex, sensitive high-net-worth client investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance.
- Lead or actively contribute to key strategic initiatives/projects within the Wealth Management Consultation department and across the WMAS 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.
- Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).
- At Edward Jones, we are building a place where everyone feels like they belong.
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