Associate Portfolio Strategist

3 weeks ago


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

We are seeking a highly skilled Associate Portfolio Strategist to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions (WMAS) group, you will play a critical role in delivering personalized advice and investment solutions to our high-net-worth clients.

Key Responsibilities
  • Partner with branch teams to deliver high-quality investment advice and portfolio management services to clients.
  • Collaborate with senior portfolio strategists and planners to develop tailored investment advice and strategies for clients.
  • Support senior members of the portfolio strategy team, financial advisors, and clients with investment portfolio scenarios, including asset allocation, tax minimization, and optimal investments.
  • Contribute to consultations and content that meet the needs of our high-net-worth clients, based on client objectives, risk profile, account mandates, and personal preferences.
  • Work with internal stakeholder groups to enhance workflow processes and strengthen partnership dynamics.
  • Assist with branch team and client interactions to identify resources and achieve desired results.
  • Stay up-to-date with industry trends, competitors, and regulatory changes, and assess their impact on our product offerings and team's ability to deliver personalized services.
Requirements
  • Bachelor's degree required.
  • FINRA Series 7 & 66 licenses required within 6 months of hire.
  • Charted Financial Analyst (CFA) designation or progress towards.
  • 3 years of experience in financial services or related field, 1-2 years of relevant portfolio management, portfolio analysis, and/or investment consultation preferred but not required.
  • Technical aptitude, analytical, and critical skills.
  • Subject matter expertise on economic, investment, and portfolio management strategies and concepts.
  • Skills in systems thinking, planning and organizing, relationship building, collaboration, critical thinking, and project management.
  • Solid written, verbal, and presentation communication skills with the ability to provide concise, relevant commentary.
What We Offer

At Edward Jones, we value and respect our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. Our total compensation approach includes benefits, bonuses, and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.

Hiring Minimum: $81,750

Hiring Maximum: $139,194


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