Portfolio Consultant- Private Wealth
Edward Jones
Team Overview:The Generations HNW 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
As a Portfolio Consultant you will:
- Partner with and support branch teams as Home Office investment specialist to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs.
- Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation 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 the right outcomes and experiences.
- Support financial advisors with moderately complex 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.
- Provide tailored, dedicated, and ongoing advanced level case management support to meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences.
- Actively contribute to key initiatives/projects within the Generations Consulting department in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services.
- Work in partnership with internal stakeholder groups to identify opportunities and/or recommend value add enhancements to current workflow processes.
- Manage branch team/client escalations and direct resources to achieve the right results.
- Have strong 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 and prospective clients.
- Achieve results through others, by helping to train and onboard newer associates on the team and across Wealth Management department.
- Help define and stand up the firm's emerging HNW analytics and reporting capabilities by partnering with advisors, home office stakeholders, and technology teams to design, test, and refine portfolio analytics, performance reporting, risk assessment, alternative investment reporting, and portfolio planning solutions that will be incorporated into the team's future consulting model.
- Serve as an early practitioner of newly developed capabilities by piloting analytical tools, documenting consultation best practices, identifying advisor and client use cases, and translating complex portfolio insights into scalable workflows that enhance the delivery of personalized investment advice to HNW clients.