Investment Specialist
6 days ago
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.
- 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.
- 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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