High Net Worth Portfolio Strategist

2 days ago


St Louis, Missouri, United States Edward Jones Full time
About the Role

We are seeking a Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and investment management to deliver exceptional results for our clients.

Job Overview

The Senior Portfolio Strategist will be responsible for leading the development of client investment plans, ensuring alignment with their goals and expectations. You will work closely with financial advisors and clients to provide tailored investment advice and strategies, portfolio analysis and construction, and implementation.

This role requires a deep understanding of economic, investment, and portfolio management strategies and concepts. You will possess advanced technical aptitude, analytical, and critical skills, as well as excellent written, verbal, and presentation communication skills.

Key Responsibilities
  • Develop and implement customized investment solutions connecting client goals to portfolio strategy.
  • Provide tailored, dedicated, and ongoing expert-level consultations to high-net-worth clients.
  • Lead or contribute to strategic initiatives within the WMC department and across the WMAS division.
  • Manage significant branch team and client interactions directing resources to achieve the right results.
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree.
  • A Chartered Financial Analyst (CFA) designation.
  • FINRA Series 7 & 66 licenses required within 6 months of hire.
  • 6-10 years of experience in financial services or related field.
  • Advanced technical aptitude, analytical, and critical skills.
  • Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts.
Benefits

As a member of our team, you will enjoy a competitive salary range of $113,810 - $193,785, as well as a comprehensive benefits package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401(k) retirement plan, tax-advantaged accounts, paid holidays, vacation time, sick leave, personal days, and a paid day for volunteerism.

All associates are eligible for bonuses and profit sharing. We observe ten paid holidays and provide a flexible work environment that allows for remote work opportunities. Our compensation and benefits package includes short- and long-term disability, basic life, and basic AD&D coverage provided at no cost to associates.



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