Portfolio Investment Strategist

Job OverviewAt Helping People - United Way of Greater St. Louis, we are dedicated to uniting individuals and organizations to address the most urgent challenges in our community. Our mission goes beyond daily tasks; it is about making a significant difference in the lives of those we serve.Position Summary:The Portfolio Manager plays a vital role within the...

About the RoleWe are seeking a highly skilled and experienced Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. As a key member of our team, you will be responsible for providing expert-level consultations to our high-net-worth clients, developing tailored investment plans, and ensuring alignment with their goals and...

About the RoleWe are seeking a highly skilled Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. As a key member of our team, you will be responsible for leading the development of client investment plans and ensuring alignment with their goals and expectations.Key ResponsibilitiesProvide tailored investment advice and strategies to...

About the RoleWe are seeking a highly skilled Portfolio Consultant to join our team at Edward Jones. As a Portfolio Consultant, you will play a critical role in delivering high-quality investment advice and portfolio management services to our clients.Key ResponsibilitiesPartner with financial advisors to deliver tailored investment advice and strategies to...

About the Role:As a Senior Wealth Management Strategist, you will play a pivotal role in guiding clients towards achieving their financial aspirations. Your expertise will be instrumental in navigating the complexities of financial planning and investment strategies.Position Overview:This is a Full-Time position within the Wealth Management Advice and...

About the RoleWe are seeking a highly skilled Portfolio Consultant to join our team at Edward Jones. As a Portfolio Consultant, you will play a critical role in delivering high-quality investment advice and solutions to our clients.Key ResponsibilitiesPartner with financial advisors to deliver tailored investment advice and strategies to clients.Provide...

About the RoleWe are seeking a highly skilled Associate Portfolio Analyst to join our Portfolio Solutions Team at Edward Jones. As a key member of our team, you will play a critical role in supporting the development of investment data, conducting quantitative and qualitative analysis, and preparing investment recommendations.Key ResponsibilitiesSupport the...

About the RoleWe are seeking a highly skilled and experienced Senior Investment Consultant to lead our Portfolio Management team. As a key member of our Wealth Management Consultation department, you will be responsible for providing expert-level investment advice and guidance to our financial advisors and clients.Key ResponsibilitiesLead a team of...

About the RoleWe are seeking a highly skilled and experienced Senior Wealth 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 supporting our financial advisors in serving clients with complex needs.Key ResponsibilitiesDevelop goals-based strategies for...

Overview The Investment Portfolio Specialist plays a crucial role in enhancing client relationships by crafting personalized Financial Strategies and Asset Allocation plans, designing bespoke reporting for both new and existing clients, and implementing marketing initiatives aimed at attracting prospective clients. Key ResponsibilitiesEnhances client...

Overview The Investment Portfolio Specialist plays a pivotal role in enhancing the business growth of clients by crafting personalized Financial Plans and Asset Allocation strategies, designing bespoke reporting for both new and existing clientele, and implementing marketing initiatives aimed at attracting prospective clients. Key ResponsibilitiesDrives the...

Overview:At Edward Jones, our primary focus is on our clients, and we measure our success through the strength of our relationships with them. Our Service and Operations divisions play a crucial role in this mission, ensuring that we provide the best possible experience for our clients, branch teams, and headquarters associates.As a key member of the Design...

Position OverviewThis role encompasses various levels and is open to candidates with a minimum of 1 year of relevant experience. The selected individual will be positioned according to their qualifications and expertise.Key ResponsibilitiesConduct comprehensive financial performance evaluations.Perform risk assessments to support investment decisions.Analyze...

At TRPG, a subsidiary of Cetera Financial Group, Inc., we are committed to fostering a culture of continuous improvement and excellence. We seek individuals who can contribute to our success and support our evolving business landscape. Our diverse opportunities provide meaningful avenues for professional growth. If you are proactive, adaptable, and thrive in...

At TRPG, a subsidiary of Cetera Financial Group, Inc., we are committed to fostering an environment of continuous growth and excellence. We seek individuals who can contribute to our success and embrace the evolving nature of our business. Our organization offers a variety of opportunities that promote professional development and advancement. If you are a...

About Commerce BankAt Commerce Bank, we're committed to helping individuals and businesses achieve financial stability and success. Our culture is built on a foundation of trust, integrity, and a passion for delivering exceptional service.Capital For Business (CFB)Capital For Business is a leading private equity firm focused on management-led buyouts of...

Job OverviewAt Edward Jones, we are seeking a highly skilled Wealth Strategist II to join our team. As a key member of our Wealth Management Consultation group, you will play a critical role in supporting our financial advisors in serving clients with complex needs.Key ResponsibilitiesDevelop solutions-based strategies for clients with complex needs using a...

Job DescriptionWe are seeking a highly skilled Portfolio Trading Manager to join our team at Keller Executive Search. As a key member of our organization, you will be responsible for the daily management and oversight of our clients' managed accounts and associated portfolios.Key Responsibilities:Trading Function Oversight: Proactively oversee all trading...

Experience Level: Mid-seniorExperience Required: 10 YearsEducation Level: Bachelor's DegreeJob Function: FinanceIndustry: Financial ServicesCompensation: View SalaryTotal Positions: 1Relocation Assistance: NoJOB DESCRIPTION:ESR Healthcare is a prominent entity in the investment consulting domain, specializing in plan design and benchmarking services for...

Experience Level: Mid-seniorExperience Required: 10 YearsEducation Level: Bachelor's DegreeJob Function: FinanceIndustry: Financial ServicesCompensation: View SalaryTotal Positions: 1Relocation Assistance: NoJOB DESCRIPTION:ESR Healthcare is a prominent player in the investment consulting sector, specializing in plan design and benchmarking services for...