Senior Portfolio Consultant- High Net Worth Consultation
Edward Jones
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 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.
Additional responsibilities may include:
- Lead the design and implementation of a new HNW analytics, reporting, and consultation capability by establishing business requirements, defining service offerings, prioritizing capability development, and partnering across Wealth Management, Product, Operations, and Technology teams to create scalable solutions supporting sophisticated client needs, including alternatives, risk analytics, tax-aware reporting, and portfolio planning.
- Act as a senior consulting and subject matter leader responsible for shaping how new analytical capabilities are integrated into advisor-facing consultation services, validating solution effectiveness through complex client scenarios, influencing adoption strategies, and establishing the standards, processes, and expertise that will support the long-term success of the capability after the build phase is complete.