Home Office Portfolio Strategist

Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. **

Job Overview**

Position Schedule: Full-Time **

Team Overview**

Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. The Planning and Advice Consultation Group provides tailored financial strategies to clients by partnering with our branch teams to review and analyze complex client needs and goals.

As part of the client team, our Wealth Management Consultation department provides tailored financial strategies to clients by partnering with branch teams to review and analyze complex client needs and goals. The Home Office Portfolio Strategist within Wealth Management Consultation will serve high net worth clients by delivering asset allocation, portfolio construction, investment selection advice, recommendations, and implementations. **

What You Will Do**

• Understand the overall client's financial and work to support financial advisors and HNW clients with the most complex, sensitive, high-touch high-net-worth 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)
• Develop and execute asset allocation, asset location, and portfolio implementation solutions for high net worth (HNW) clients in alignment with the overall financial plan and client goals' objectives. Provide portfolio considerations, recommendations, and discretionary investment management
• Perform investment portfolio transition analysis including tax and turnover implications
• Communicate investment results to FAs and clients
• Support Lead Planner and partner with Home Office and 3rd party experts to support financial advisors as Home Office investment specialists 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 HNW's Edward Jones Private Wealth (EJPW) client journey and unique situation across our various service models, including working with Edward Jones Trust Company Portfolio Manager, brokerage, advisory, UMA, or 3rd party vendor solution, - 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
• Lead or actively contribute to key strategic initiatives/projects within and across WMAS division and EJPW, 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 Edward Jones internal stakeholder groups to ensure proper alignment and continued evolution in concert with business and product strategy
• Manage significant branch team/client escalations and direct resources to achieve the right results
• Effectively utilizing all available systems, tools, and resources to efficiently execute on trade and rebalancing decisions, including the consolidated view with all discretionary and non-discretionary solutions
• This position is known internally as a Sr. Investment Advice Specialist

Benefits

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:

Hiring Minimum: $109696

Hiring Maximum: $186781 **

Skills/Requirements**

What Experience You Need:

• Bachelor's degree. Finance background and/or advanced degree preferred.
• 10+ years of Financial Services experience required.
• 7+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred.
• FINRA Series 7 and 66 (or completion within 6 months of hire)
• CFA designation (or progress towards) consistent with firm policy.
• CFP designation preferred
• Insurance license preferred
• Financial Planning experience preferred
• Will involve significant travel to meet with clients at their preferred location in partnership with the financial advisor and client team support members

Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Functional Knowledge

• 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 directly to clients.
• Ability to lead small groups and present findings in a clear and concise manner
• Ability to lead a client meeting with multiple professionals
• Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).
• Problem Solving - problems faced by associates in this role tend to be advanced/complex and are based on the specific needs of current and prospective high-net-worth clients.
• Decision Making - the decisions in this position are high in impact and complex in nature.
• Span of Influence: High - role requires significant decisions with a direct impact on FA/client outcomes.

Awards & Accolades

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
  • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
  • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

About Us

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.

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.