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Associate Medical Strategist

2 months ago

Saint Louis MO, United States Edward Jones Full time

Maybe the markets keep you up at night. Or your idea of a perfect day at the office is a deep dive into equity research. What you do every day helps people achieve and protect their financial goals. Position Schedule: Full-Time
Do you have a desire to be a part of the wealth management process? 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' needs.
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
The Associate Portfolio Strategist is the investment specialist responsible for assisting with bringing the client's financial plan to life through investments and ensuring alignment with the client's goals and expectations.
Partner with and support branch teams as Home Office investment specialist to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs.
In coordination with the senior portfolio strategists and senior planners, provide the right level of support across the client journey based on the client's needs and unique situation including the aiding creation of tailored investment advice and strategies, portfolio analysis and construction, and implementation.
Support senior members of the portfolio strategy team, financial advisors, and clients with basic to intermediate investment portfolio scenarios to enable delivery of 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.
Coordinate and/or contribute to consultations and content that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences.
Work in partnership with WMC or HNW internal stakeholder groups to explore opportunities to enhance workflow processes and/or strengthen partnership dynamics.
Build and maintain an 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.
*At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Bachelor's degree required
~ Charted Financial Analyst (CFA) designation or progress towards
~3 years of experience in financial services or related field, 1-2 years of relevant portfolio management, portfolio analysis, and/or investment consultation preferred but not required
~ Skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management.
~ Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Proficiency with data visualization tools such as Tableau and/or PowerBI
*Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
At Edward Jones, we are building a place where everyone feels like they belong. Insights & Information Blog Postings about Edward Jones
Insights & Information Blog Postings about Edward Jones
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. 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. View our Purpose, Inclusion and Citizenship Report.
1Fortune 500, published June 2023, data as of December 2022. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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