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Associate Portfolio Consultant, Investment Advisory

Company: Edward Jones
Location: Crystal Lake
Posted on: May 15, 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 to fully understand client's needs and enhance the overall client experience.
  • Support and participate in the work to construct and recommend custom client portfolio solutions, in partnership with financial advisors, for existing and prospective high-net worth Advisory clients based on specific client objectives, time horizon and risk profile. These tend to be clients with moderately complex investment needs.
  • Provide basic level case management assistance 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.
  • Act in a support role to represent the firm's Investment Advisory programs directly to high-net-worth clients.
  • Work in partnership with internal and external stakeholders to problem solve issues that arise regarding the implementation or activation of Custom Advisory Model portfolios.
  • Monitor industry trends and assess how those trends impact our Advisory business, messaging and implementation of our advice and guidance through personalized portfolio solutions.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.
    • Progress towards CFA designation if not already completed.Minimum Experience
      • 3+ 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
        • Technical aptitude, analytical and critical thinking skills.
        • Knowledge of economic, statistical and investment concepts.
        • Subject matter expert level understanding of firm's Advisory Solutions fee-based discretionary programs.
        • Ability to collaborate effectively with internal and external stakeholders.
        • Solid 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 Reserved2021 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. 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: $76798 - $130764
              Category: Headquarters

Keywords: Edward Jones, Crystal Lake , Associate Portfolio Consultant, Investment Advisory, Professions , Crystal Lake, Illinois

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