Senior Portfolio Strategist- High Net Worth Team
2 weeks ago
Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you Wealth Management Consultation is an area within Wealth Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions. We collaborate across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics. Our branch teams receive a comprehensive view of portfolio management and planning through analytics and visualizations, enabling them to deliver the wealth management services that our clients need. As Home Office investment specialists, the Investment Consultation team partners with financial advisors and clients to deliver the high-quality and actionable Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Through detailed analysis, the team develops and implements customized investment solutions connecting goals outlined in client's financial plan to portfolio strategy. What You Will Do
The Senior Portfolio Strategistis the investment specialist responsible for bringing the client's financial plant to life by leading the development of the client's investment plan and ensuring alignment with the client's goals and expectations. They are part of the durable, client-facing team that works closely with the Senior and Associate Planners (and other members of a diverse matrixed team) to ensure a world class experience is delivered. Key Responsibilities include:
- Independently and consistently provide the right level of support across the client journey based on the client's needs and unique situation including the creation of tailored investment advice and strategies, portfolio analysis and construction, and implementation.
- Support financial advisors and clients with the highly complex 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), in alignment with firm advice and guidance.
- Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences
- 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.
- Manage significant branch team and client interactions directing resources to achieve the right results.
- Possess and maintain a deep understanding of industry trends, competitors, and regulatory changes and assess how these themes impact our product offerings, the implementation of firm advice and guidance, and the team's ability to deliver the personalization sought by current and prospective clients
- Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team
Hiring Maximum: $193785 Skills/Requirements What Experience You Need:
- Bachelor's degree required
- Charted Financial Analyst (CFA) designation required
- Active Series 7 & 66 required
- 6-10 years of experience in financial services or related field
- May involve travel for client visits 25% of the time
- 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 to branch teams and directly to clients.
- Series 24 license
- Master's degree
- Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).
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