Investment Specialist

6 days ago


Tempe, Arizona, United States Edward Jones Full time
About the Role

We are seeking a highly skilled Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. As a key member of our investment team, you will be responsible for developing and implementing customized investment solutions for our high-net-worth clients.

Key Responsibilities
  • Provide tailored investment advice and strategies to clients based on their unique financial goals and risk profiles.
  • Support financial advisors in delivering complex investment portfolio scenarios, including asset allocation, tax minimization, and optimal investments.
  • Lead or contribute to strategic initiatives within the Wealth Management Consultation department, collaborating with internal and external stakeholders to drive the firm's evolution in delivering goals-based advice and financial planning services.
  • Manage significant branch team and client interactions, directing resources to achieve the right results.
  • Possess and maintain a deep understanding of industry trends, competitors, and regulatory changes, assessing their impact on our product offerings and the team's ability to deliver personalized services.
  • Achieve results through others, serving as an informal leader and mentor to develop newer associates on the team.
Requirements
  • Bachelor's degree required.
  • Charted Financial Analyst (CFA) designation required.
  • Active Series 7 & 66 required.
  • 6-10 years of experience in financial services or related field.
  • May involve travel for client visits 25% of the time.
  • Advanced technical aptitude, analytical, and critical skills.
  • Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts.
  • Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management.
  • Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts to branch teams and directly to clients.
Preferred Qualifications
  • Series 24 license.
  • Master's degree.
  • Proficiency in Microsoft Excel, databases, and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).


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