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Senior Investment Consultant

1 month ago

Scottsdale, Arizona, United States Edward Jones Full time
Senior Investment Consultant

At Edward Jones, we're seeking a Senior Investment Consultant to join our team. As a key member of our Wealth Management Consultation group, you'll work closely with financial advisors and clients to deliver personalized advice and investment solutions.

Key Responsibilities:

  • Develop and implement customized investment plans aligned with clients' financial goals and risk profiles
  • Provide expert-level consultations to high-net-worth clients, addressing complex investment scenarios and portfolio construction
  • Collaborate with internal stakeholders to drive strategic initiatives and enhance our wealth management services
  • Stay up-to-date on industry trends, competitors, and regulatory changes to inform our product offerings and advice

Requirements:

  • Bachelor's degree required
  • Charted Financial Analyst (CFA) designation required
  • 6-10 years of experience in financial services or related field
  • Advanced skills in systems thinking, planning, and organizing, relationship building, collaboration, critical thinking, and project management

What We Offer:

  • A dynamic and inclusive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

About Edward Jones:

We're a Fortune 500 company with a commitment to excellence and a passion for helping our clients achieve their financial goals. Join our team and be part of a company that values and respects its associates and their contributions.