Senior Portfolio Strategist
6 hours ago
Are you passionate about helping high net worth clients achieve their financial goals? Do you have a strong background in financial planning and a deep understanding of investment strategies? If so, we invite you to join our team as a Senior Portfolio Strategist.
About the Role
As a Senior Portfolio Strategist, you will be responsible for developing and implementing customized investment plans for our high net worth clients. You will work closely with our financial advisors to understand the client's goals and risk tolerance, and then develop a tailored investment strategy to meet their needs. This will involve analyzing market trends, identifying investment opportunities, and making recommendations to the client.
Key Responsibilities
- Develop and implement customized investment plans for high net worth clients
- Work closely with financial advisors to understand client goals and risk tolerance
- Analyze market trends and identify investment opportunities
- Make recommendations to clients based on investment strategy
- Collaborate with internal teams to ensure seamless delivery of services
What We Offer
At Edward Jones, we offer a competitive compensation package, including a base salary, bonuses, and profit sharing. We also offer a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) retirement plan. Additionally, we provide opportunities for professional growth and development, including training and education programs.
Requirements
To be successful in this role, you will need to have a Bachelor's degree and a Chartered Financial Analyst (CFA) designation. You will also need to have 6-10 years of experience in financial services, with a strong background in financial planning and investment strategies. Additionally, you will need to have excellent communication and interpersonal skills, as well as the ability to work well under pressure.
Why Join Us
At Edward Jones, we value our associates and offer a supportive and inclusive work environment. We are committed to helping our associates grow and develop in their careers, and we offer a range of training and education programs to help you achieve your goals. We also offer a competitive compensation package and a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) retirement plan.
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