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Senior Portfolio Strategist

2 months ago

Tempe, Arizona, United States Edward Jones Full time
Unlock Your Potential as a Senior Portfolio Strategist

At Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Portfolio Strategist, you'll play a critical role in delivering high-quality investment advice and solutions to our high net worth clients.

Key Responsibilities:
  • Develop and implement customized investment plans that align with clients' goals and risk tolerance
  • Provide expert-level consultations on complex investment scenarios, including asset allocation, tax minimization, and portfolio construction
  • Collaborate with financial advisors and other stakeholders to deliver exceptional client experiences
  • Stay up-to-date on industry trends, competitors, and regulatory changes to ensure our clients receive the best possible advice
  • Mentor and develop newer associates on the team to ensure a smooth transition of knowledge and expertise
Requirements:
  • Bachelor's degree required
  • Charted Financial Analyst (CFA) designation required
  • FINRA Series 7 & 66 licenses required within 6 months of hire
  • 6-10 years of experience in financial services or related field
  • Advanced technical aptitude, analytical, and critical skills
  • Deep subject matter expertise on economic, investment, and portfolio management strategies and concepts
About Us:

At Edward Jones, we value and respect our associates and their contributions. We're a Fortune 500 company with a long history of innovation and a commitment to our clients and communities. If you're passionate about delivering exceptional client experiences and want to be part of a dynamic team, we encourage you to apply for this exciting opportunity.