High Net Worth Investment Specialist

6 days ago


West Palm Beach, Florida, United States Edward Jones Full time

We are seeking an experienced Senior Portfolio Strategist to join our team at Edward Jones. In this role, you will be part of a durable, client-facing team that works closely with financial advisors, senior planners, and other members of a diverse matrixed team to deliver a world-class experience to our clients. You will be responsible for leading the development of the investment plan and ensuring alignment with goals and expectations.

About the Role
  • You will be responsible for developing and guiding the implementation of customized investment solutions connecting goals outlined in clients' financial plans to portfolio strategy.
  • You will work closely with financial advisors and clients to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.
  • You will collaborate with internal stakeholders to ensure seamless delivery of services and achieve business objectives.
Responsibilities
  1. Developing and implementing comprehensive investment strategies that align with clients' goals and risk profiles.
  2. Providing expert-level consultations to support financial advisors and clients in making informed investment decisions.
  3. Collaborating with internal stakeholders to stay up-to-date with industry trends, competitors, and regulatory changes.
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.


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