Senior Portfolio Strategist

4 days ago


Phoenix, Arizona, United States Edward Jones Full time
Job Overview

As a Senior Portfolio Strategist on the High Net Worth team at Edward Jones, you will play a critical role in delivering high-quality investment advice and solutions to our clients. This is a challenging and rewarding opportunity for a seasoned financial professional who is passionate about helping clients achieve their financial goals.

Key Responsibilities
  • Develop and implement customized investment plans that align with clients' goals and risk tolerance
  • Provide expert-level consultations to clients on investment strategies and portfolio management
  • Collaborate with financial advisors and other team members to deliver comprehensive wealth management services
  • Stay up-to-date on industry trends and regulatory changes to ensure clients receive the best possible advice
  • Lead strategic initiatives to drive business growth and improve client outcomes
Requirements
  • Bachelor's degree required
  • Charted Financial Analyst (CFA) designation required
  • 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 subject matter expertise on economic, investment, and portfolio management strategies and concepts
About Us

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. Join a financial services firm where your contributions are valued and your career can thrive.



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