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Senior Investment Consultant
2 months ago
We are seeking a highly skilled and experienced Senior Investment Consultant to lead our Portfolio Management team. As a key member of our Wealth Management Consultation department, you will be responsible for providing expert-level investment advice and guidance to our financial advisors and clients.
Key Responsibilities- Lead a team of investment consultants in providing tailored investment advice and strategies to clients, including portfolio analysis and construction, and implementation.
- Collaborate with branch teams and field leaders to provide in-depth consultation on wealth and investment management processes.
- Develop and implement customized investment solutions connecting client goals to portfolio strategy.
- Work in partnership with internal stakeholder groups to ensure proper alignment and continued evolution in concert with business segment and APPS strategies.
- Manage significant branch team and client interactions, directing resources to achieve the right results.
- Achieve results through others, by setting clear goals, objectives, and measures and driving accountability to those results.
- Bachelor's Degree
- Minimum of 11-14 years' experience in financial services
- Charted Financial Analyst (CFA) designation required
- FINRA Series 7 & 66 required
- FINRA Series 24 required or acquired within 6 months
- 10+ years of Financial Services experience required
- People leadership experience, strategic planning, and business plan execution experience
- Advanced technical aptitude, analytical, and critical skills
- Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts
- Exceptional written, verbal, and presentation communication skills
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported.
