Senior Portfolio Strategist

6 days ago


St Louis, Missouri, United States Edward Jones Full time
Unlock Your Potential as a Senior Portfolio Strategist

At Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Portfolio Strategist, you'll play a critical role in delivering high-quality investment advice and solutions to our high-net-worth clients.

Key Responsibilities:
  • Develop and implement customized investment plans that align with clients' goals and risk tolerance.
  • Provide expert-level consultations to clients on complex investment topics, including portfolio construction and tax minimization.
  • Collaborate with financial advisors and other stakeholders to deliver exceptional client experiences.
  • Stay up-to-date on industry trends and regulatory changes, and apply this knowledge to inform investment decisions.
  • Lead strategic initiatives within the Wealth Management Consultation department 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.
  • Exceptional written, verbal, and presentation communication skills.
About Us:

At Edward Jones, we value and respect our associates and their contributions. We're a Fortune 500 company with a long history of innovation and a commitment to our clients and communities. If you're passionate about delivering exceptional client experiences and driving business growth, we encourage you to apply for this exciting opportunity.



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