Senior Investment Consultant- High Net Worth Consultation en Edward Jones

The High Net Worth Consultation team partners with financial advisors and clients to deliver high-quality and actionable advice, planning, products, and services required to meet our client's wealth management needs. Through detailed analysis, the team develops and guides the implementation of customized investment solutions connecting goals outlined in client's financial plan to portfolio strategy.

What You Will Do:
The Senior Investment Consultant is an investment specialist who partners with branch teams to bring a client's financial plan to life by guiding the development of the investment plan, consulting on sophisticated investment products, and developing solutions to challenging portfolio problems. The Senior Investment Consultant is part of a diverse matrixed team that collaborates across the enterprise to ensure a world class experience is delivered.

Key Responsibilities include:

• Independently and consistently providing the right level of support across the client journey based on the client's needs and unique situation including the creation of tailored investment advice and strategies, portfolio analysis and construction, and implementation.Supporting financial advisors and
• clients with the highly complex investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minim
• ization, optimal investments, asset location), in alignment with firm advice and guidance.Providing tailored, dedicated, and expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences
• Leading or contributing to strategic initiatives within the department and across the division, in collaboration with key internal and external stakeholder groups, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services.
• Managing significant branch team and client interactions directing resources to achieve the right results.
•  Possessing and maintaining a deep understanding of industry trends, competitors, and regulatory changes and assess how these themes impact our product offerings, the implementation of firm advice and guidance, and the team's ability to deliver the personalization sought by current and prospective clients
• Achieving results through others, by serving as an informal leader and mentor to develop newer associates on the team

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.

What Experience You Need:

• Bachelor's degree required
• Charted Financial Analyst (CFA) designation required
• FINRA Series 7 & 66 licenses required
• 6-10 years of experience in financial services or related field
• May involve travel for client visits 25% of the time
• Advanced technical aptitude, analytical, and critical skills.
• Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts.
• Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management.
• Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts to branch teams and directly to clients.

What Could Set You Apart:

• Series 24 license
• Master's degree
• Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).