Senior Investment Consultant

2 weeks ago


West Palm Beach, Florida, United States Edward Jones Full time
What You'll Do

As a Senior Portfolio Strategist, you'll be responsible for bringing the client's financial plan to life by leading the development of the investment plan and ensuring alignment with goals and expectations. You'll work closely with financial advisors, senior and associate planners, and other members of a diverse matrixed team to ensure a world-class experience is delivered. Your key responsibilities will include:

* Independently and consistently providing the right level of support across the client journey based on the client's needs and unique situation
* Creating tailored investment advice and strategies, portfolio analysis and construction, and implementation

You'll also lead or contribute to strategic initiatives within the WMC department and across the WMAS 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.

Edward Jones' compensation and benefits package includes medical and prescription drug coverage, dental and vision coverage, voluntary benefits, short- and long-term disability coverage, basic life and AD&D coverage, and retirement savings plans. We also provide opportunities for professional development and career advancement, so you can continue to grow and succeed in your role.

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