Position: Portfolio Consultant
About: Edward Jones is a Fortune 500 company in the financial services sector, with over 9 million clients and 20,000 financial advisors in the U.S. and Canada. The firm is privately-owned, prioritizing client relationships over shareholder returns. Edward Jones values positive impact, focusing on improving the lives of clients and colleagues to contribute to better communities and society. They are known for being innovative, flexible, and inclusive, fostering performance excellence and a sense of belonging for their associates.
Requirements: Bachelors degree required; FINRA Series 7 and 66 required; CFA designation (or progress towards) consistent with firm policy; 5 years of Financial Services experience; strong technical aptitude, analytical and critical skills; advanced subject matter expertise on economic, investment, and portfolio management strategies and concepts; advanced 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.
Benefits: medical and prescription drug coverage, dental and vision insurance, short- and long-term disability coverage, basic life and AD&D coverage, 401k retirement plan, health savings account and flexible spending account, paid holidays, vacation, sick time, personal days, and a paid day for volunteerism, employee assistance program, bonuses and profit sharing
