Senior Portfolio Strategist

Unlock Your Potential as a Senior Portfolio StrategistAt 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 developing and implementing customized investment solutions that meet the unique needs of our high-net-worth clients.Key Responsibilities:Provide...

Job OverviewAs a Senior Portfolio Strategist, you will be responsible for leading the development of investment plans that align with clients' goals and expectations. You will work closely with financial advisors and clients to deliver personalized, tax-efficient, and robust portfolio construction and portfolio transition advice.Key ResponsibilitiesProvide...

Unlock Your Potential as a Senior Tax StrategistAre you passionate about helping high-net-worth clients achieve their financial goals? Do you have a deep understanding of complex tax planning strategies and a strong background in financial planning? If so, we invite you to join our team as a Senior Tax Strategist at Edward Jones.About the RoleAs a Senior Tax...

Job DescriptionAt Edward Jones, we are seeking a highly skilled Senior Strategist to join our team. As a key member of our Wealth Management Consultation group, you will play a critical role in delivering personalized advice and investment solutions to our clients.Key Responsibilities:Develop and implement customized investment plans that align with clients'...

Wealth Management Consultation RoleAt Edward Jones, we're seeking a skilled Senior Estate Strategist to join our High Net Worth team. As a key member of our Wealth Management Advice and Solutions division, you'll play a vital role in delivering exceptional client experiences and driving business growth.Key Responsibilities:Partner with financial advisors and...

About the RoleWe are seeking a highly skilled Senior Estate Strategist to join our Wealth Management Advice and Solutions (WMAS) division. As a key member of our team, you will play a critical role in serving high-net-worth clients with complex estate planning needs.Key ResponsibilitiesPartner with financial advisors and branch teams to deliver high-quality...

About the RoleWe are seeking a highly skilled Digital Content Strategist to join our team at First Citizens Bank. As a Digital Content Strategist, you will be responsible for developing clear, concise, and meaningful content that helps our customers accomplish their digital banking tasks and goals.Key ResponsibilitiesDefine the content strategy for...

About the RoleWe are seeking a highly skilled Senior Estate Planning Strategist to join our Wealth Management Consultation High Net Worth team at Edward Jones. As a key member of our team, you will be responsible for providing expert estate planning advice to our high-net-worth clients, leveraging your extensive knowledge of financial planning concepts and...

About the RoleWe are seeking a highly skilled Senior Tax Planning Strategist to join our Wealth Management Consultation team at Edward Jones. As a key member of our team, you will leverage your extensive knowledge of tax planning strategies to serve high-net-worth clients with complex needs.Key ResponsibilitiesPartner with home office and third-party experts...

Job SummaryFirst Citizens Bank is seeking a highly skilled Senior Content Strategist to join our team. As a key member of our digital banking experience team, you will be responsible for developing clear, concise, and meaningful content that helps our customers accomplish their digital banking tasks and goals. You will work closely with Product Managers,...

Job SummarySTORE Capital Advisors, LLC is seeking a skilled Portfolio Manager to join our Portfolio Management team. As a key member of our team, you will be responsible for reviewing and analyzing tenant financial statements for our existing $15 billion portfolio.Key Responsibilities:Manage and analyze the financial health of STORE's customers, conducting...

Job Title: Organizational Change StrategistBar-S Foods Co. is seeking a highly skilled Organizational Change Strategist to lead organizational change activities for key projects. As a hands-on consultant, you will provide change management guidance and project leadership to sponsors, project managers, and project teams on all things organization, change, and...

Unlock Your Full PotentialAt GoldBook Financial, we believe that our experienced Financial Advisors are the backbone of our success. That's why we're seeking bold, forward-thinking professionals who share our passion for innovation and flexibility.What We Offer:State-of-the-art technology platforms and tools to streamline your workflowA diversified portfolio...

Unlock Your Potential as a Financial Planning ExpertAt Edward Jones, we're committed to empowering our associates to excel in their careers and make a meaningful impact on our clients' lives. As a Senior Wealth Strategist, you'll play a critical role in delivering exceptional financial planning services to our high net worth clients.Key...

About the RoleWe are seeking a highly skilled and experienced Associate Planner to join our High Net Worth team at Edward Jones. As a key member of our team, you will play a critical role in providing financial planning expertise to our clients with complex needs.Key ResponsibilitiesPartner with senior planners and financial advisors to deliver comprehensive...

Job Title: Content DesignerInsight Global is seeking a highly skilled Content Designer to join our team. As a Content Designer, you will play a crucial role in shaping the digital identity of our clients in the Fintech space.Key Responsibilities:Develop and implement a content strategy that meets business goals and solves real customer problems.Plan and...

We are seeking a highly skilled Senior Financial Accountant to join our team at Beacon Hill. The ideal candidate will have experience in HOA or property management, with a strong background in accounting principles and practices.Key Responsibilities:Manage a diverse portfolio of HOAs, handling everything from large associations to smaller ones, using both...

Job Summary:This role will support the Portfolio-wide Product Development (PD) leadership and all interdependent initiatives between various business groups. The Senior Financial Data Analyst will analyze financial information to identify financial trends and recommend changes to improve present and future financial performance.Key Responsibilities:Analyze...

Marketing & Communications ManagerReplay Destinations is seeking a Marketing & Communications Manager to lead the launch of projects for our Arizona portfolio.We create authentic and enduring places that become must-visit destinations for guests and potential real estate purchasers. Our team of strategists, planners, designers, marketers, and builders work...

Senior Investment ConsultantAt Edward Jones, we're seeking a Senior Investment Consultant to join our team. As a key member of our Wealth Management Consultation group, you'll work closely with financial advisors and clients to deliver personalized advice and investment solutions.Key Responsibilities:Develop and implement customized investment plans aligned...