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Portfolio Consultant, Investment Advisory

Location: Jefferson City
Posted on: May 6, 2022

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 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. 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 advanced expert level case management directly to financial advisors in order to effectively implement Model changes, portfolio objective adjustments, Investment Policy Committee asset allocation changes and/or manager strategy removals.
  • Lead and/or meaningfully contribute to strategic initiatives within the IA Advice Team, across the Investment Advisory department, and firm-wide that improve our ability to serve clients and support the firm's mission.
  • Serve as a deep 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.
  • Mentor and train 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
      • 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
        • Advanced technical aptitude, analytical and critical thinking skills.
        • Expansive knowledge of economic, statistical and investment concepts.
        • Deep expert level understanding of Firm's Advisory Solutions fee-based discretionary programs.
        • Highly collaborative.
        • Exceptional verbal communication and presentation delivery skills.
        • Proficient with Microsoft Excel and PowerPoint.
          • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
            • From FORTUNE -2021 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.
            • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
              • From The Human Rights Campaign. All Rights Reserved
              • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
              • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
                • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information.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:
                  Salary: $106916 - $182047
                  Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Portfolio Consultant, Investment Advisory, Professions , Jefferson City, Missouri

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