High Net Worth Investment Specialist
6 days ago
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.
- Developing and implementing comprehensive investment strategies that align with clients' goals and risk profiles.
- Providing expert-level consultations to support financial advisors and clients in making informed investment decisions.
- Collaborating with internal stakeholders to stay up-to-date with industry trends, competitors, and regulatory changes.
- 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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High Net Worth Banking Specialist
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Investment Strategist for High Net Worth Clients
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Senior Portfolio Strategist- High Net Worth
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West Palm Beach, Florida, United States Edward Jones Full timeSenior Portfolio Strategist- High Net Worth at Edward Jones summary:As a Senior Portfolio Strategist specializing in high net worth clients at Edward Jones, you will lead the development of tailored investment strategies that align with client financial goals. Your role will involve collaborating with financial advisors to deliver comprehensive wealth...
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Client Relationship Manager
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West Palm Beach, Florida, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
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Senior Planner- High Net Worth
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West Palm Beach, Florida, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
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Senior Planner- High Net Worth
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West Palm Beach, Florida, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
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Senior Planner- High Net Worth
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West Palm Beach, Florida, United States Edward Jones Full timeYour passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...
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Senior Portfolio Strategist- High Net Worth
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Senior Portfolio Strategist- High Net Worth
3 weeks ago
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