Senior Portfolio Strategist- High Net Worth Team

1 month ago

Scottsdale Arizona, Maricopa County, AZ, United States Edward Jones Full time
Your passion. Our purpose. This could be powerful.

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Job Overview

Position Schedule: Full-Time

Team Overview:
Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a strong background in financial planning and experience with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you

Wealth Management Consultation is an area within Wealth Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and implementation through investment solutions. We collaborate across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics. Our branch teams receive a comprehensive view of portfolio management and planning through analytics and visualizations, enabling them to deliver the wealth management services that our clients need.

As Home Office investment specialists, the Investment Consultation team partners with financial advisors and clients to deliver the high-quality and actionable Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Through detailed analysis, the team develops and implements customized investment solutions connecting goals outlined in client's financial plan to portfolio strategy.

What You Will Do
The Senior Portfolio Strategistis the investment specialist responsible for bringing the client's financial plan to life by leading the development of the client's investment plan and ensuring alignment with the client's goals and expectations. They are part of the durable, client-facing team that works closely with the Senior and Associate Planners (and other members of a diverse matrixed team) to ensure a world class experience is delivered.

Key Responsibilities include:
  • Independently and consistently provide the right level of support across the client journey based on the client's needs and unique situation including the creation of tailored investment advice and strategies, portfolio analysis and construction, and implementation.
  • Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance.
  • Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences
  • Lead or contribute to strategic initiatives within the WMC department and across the WMAS division, in collaboration with key internal and external stakeholder groups, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services.
  • Manage significant branch team and client interactions directing resources to achieve the right results.
  • Possess and maintain a deep understanding of industry trends, competitors, and regulatory changes and assess how these themes impact our product offerings, the implementation of firm advice and guidance, and the team's ability to deliver the personalization sought by current and prospective clients
  • Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team

*This position is know internally as a Senior Investment Consultant
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $113810
Hiring Maximum: $193785

Read More About Job Overview

Skills/Requirements

What Experience You Need:
  • 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
  • May involve travel for client visits 25% of the time
  • Advanced technical aptitude, analytical, and critical skills.
  • Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts.
  • Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management.
  • Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts to branch teams and directly to clients.

What Could Set You Apart:
  • Series 24 license
  • Master's degree
  • Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).

*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Read More About Skills/Requirements

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

#LI-HO

  • Senior Portfolio Strategist- High Net Worth Team

    4 weeks ago

    Goodyear, Arizona, 85338, Maricopa County, AZ, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Guest Experience Expert

    1 week ago

    Scottsdale, Arizona, 85260, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional InformationJob Number24192207Job CategoryRooms & Guest Services OperationsLocationScottsdale Marriott at McDowell Mountains, 16770 North Perimeter Drive, Scottsdale, Arizona, United States, 85260VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Our jobs aren’t just about giving guests a smooth check-in...

  • Audio Visual Technician

    1 week ago

    Scottsdale, Arizona, 85251, Maricopa County, AZ, United States Marriott International, Inc Part time

    Additional InformationJob Number24197048Job CategoryEvent ManagementLocationScottsdale Marriott Old Town, 7325 E Third Ave, Scottsdale, Arizona, United States, 85251VIEW ON MAPSchedulePart TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Set-up, operate, and troubleshoot all AV/projection/lighting/conferencing equipment, devices, and...

  • Rooms Controller

    4 days ago

    Scottsdale, Arizona, 85260, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional InformationJob Number24198662Job CategoryRooms & Guest Services OperationsLocationScottsdale Marriott at McDowell Mountains, 16770 North Perimeter Drive, Scottsdale, Arizona, United States, 85260VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Assign room according to guest request and preferences...

  • Night Auditor

    4 days ago

    Scottsdale, Arizona, 85251, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional InformationJob Number24199493Job CategoryFinance & AccountingLocationScottsdale Marriott Old Town, 7325 E Third Ave, Scottsdale, Arizona, United States, 85251VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Check figures, postings, and documents for accuracy. Record, store, access, and/or analyze...

  • Guest Arrival Expert

    2 weeks ago

    Scottsdale, Arizona, 85260, Maricopa County, AZ, United States Marriott International, Inc Part time

    Additional InformationBell PersonJob Number24194203Job CategoryRooms & Guest Services OperationsLocationScottsdale Marriott at McDowell Mountains, 16770 North Perimeter Drive, Scottsdale, Arizona, United States, 85260VIEW ON MAPSchedulePart TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY First impressions are everything. When guests...

  • Loss Prevention Officer

    2 weeks ago

    Scottsdale, Arizona, 85260, Maricopa County, AZ, United States Marriott International, Inc Part time

    Additional InformationJob Number24195124Job CategoryLoss Prevention & SecurityLocationScottsdale Marriott at McDowell Mountains, 16770 North Perimeter Drive, Scottsdale, Arizona, United States, 85260VIEW ON MAPSchedulePart TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Patrol all areas of the property; assist guests with room access....

  • Guest Environment Expert

    2 weeks ago

    Scottsdale, Arizona, 85260, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional InformationHousekeeperJob Number24194199Job CategoryHousekeeping & LaundryLocationScottsdale Marriott at McDowell Mountains, 16770 North Perimeter Drive, Scottsdale, Arizona, United States, 85260VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Our jobs aren’t just about giving guests a clean room and a...

  • Pastry Cook II

    1 week ago

    Scottsdale, Arizona, 85258, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional InformationJob Number24198519Job CategoryFood and Beverage & CulinaryLocationThe Phoenician a Luxury Collection Resort Scottsdale, 6000 East Camelback Road, Scottsdale, Arizona, United States, 85251VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Prepare and cook food according to recipes, quality and...

  • Rooms Controller

    2 weeks ago

    Scottsdale, Arizona, 85251, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional InformationFront OfficeJob Number24185023Job CategoryRooms & Guest Services OperationsLocationThe Phoenician a Luxury Collection Resort Scottsdale, 6000 East Camelback Road, Scottsdale, Arizona, United States, 85251VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Assign room according to guest request...

  • Cabana Concierge

    2 weeks ago

    Scottsdale, Arizona, 85251, Maricopa County, AZ, United States Marriott International, Inc Part time

    Additional InformationPart TimeJob Number24186300Job CategoryRooms & Guest Services OperationsLocationThe Phoenician a Luxury Collection Resort Scottsdale, 6000 East Camelback Road, Scottsdale, Arizona, United States, 85251VIEW ON MAPSchedulePart TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Respond to guest requests for special...

  • Massage Therapist

    2 weeks ago

    Scottsdale, Arizona, 85251, Maricopa County, AZ, United States Marriott International, Inc Part time

    Additional InformationPart TimeJob Number24197008Job CategorySpaLocationThe Phoenician a Luxury Collection Resort Scottsdale, 6000 East Camelback Road, Scottsdale, Arizona, United States, 85251VIEW ON MAPSchedulePart TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Provide massage services to guests using props and/or products. Provide...

  • Seasonal Pool Attendant

    2 weeks ago

    Scottsdale, Arizona, 85251, Maricopa County, AZ, United States Marriott International, Inc Part time

    Additional InformationPart TimeJob Number24186289Job CategoryGolf, Fitness, & EntertainmentLocationThe Phoenician a Luxury Collection Resort Scottsdale, 6000 East Camelback Road, Scottsdale, Arizona, United States, 85251VIEW ON MAPSchedulePart TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Wash, mop, and clean the pool deck. Promote a...

  • Security Agent

    4 days ago

    Scottsdale, Arizona, 85251, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional InformationJob Number24200892Job CategoryLoss Prevention & SecurityLocationW Scottsdale, 7277 East Camelback Road, Scottsdale, Arizona, United States, 85251VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Patrol all areas of the property; assist guests with room access. Monitor Closed Circuit...

  • Relief Night Auditor

    2 weeks ago

    Scottsdale, Arizona, 85260, Maricopa County, AZ, United States La Quinta Phoenix - Scottsdale Part time

    Compensation Type: Hourly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the...

  • Activities Attendant

    2 weeks ago

    Scottsdale, Arizona, 85251, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional InformationJob Number24189321Job CategoryGolf, Fitness, & EntertainmentLocationThe Phoenician a Luxury Collection Resort Scottsdale, 6000 East Camelback Road, Scottsdale, Arizona, United States, 85251VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Serve as a key resource for all recreation activities...

  • Activities Coordinator

    5 days ago

    Scottsdale, Arizona, 85251, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional Information$500 Sign on BonusJob Number24198655Job CategoryGolf, Fitness, & EntertainmentLocationThe Phoenician a Luxury Collection Resort Scottsdale, 6000 East Camelback Road, Scottsdale, Arizona, United States, 85251VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Serve as a key resource for all...

  • Nail Technician

    2 weeks ago

    Scottsdale, Arizona, 85251, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional InformationJob Number24174649Job CategorySpaLocationThe Phoenician a Luxury Collection Resort Scottsdale, 6000 East Camelback Road, Scottsdale, Arizona, United States, 85251VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Provide nail care services such as manicures and pedicures to guests. Assess guest...

  • Guest Experience Expert

    4 days ago

    Phoenix, Arizona, 85054, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional InformationJob Number24199575Job CategoryRooms & Guest Services OperationsLocationJW Marriott Phoenix Desert Ridge Resort & Spa, 5350 East Marriott Drive, Phoenix, Arizona, United States, 85054VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Our jobs aren’t just about giving guests a smooth check-in...

  • Golf Groundskeeper

    2 weeks ago

    Phoenix, Arizona, 85054, Maricopa County, AZ, United States Marriott International, Inc Full time

    Additional InformationPay: $20.00, Full TimeJob Number24197023Job CategoryLandscaping & GroundsLocationJW Marriott Phoenix Desert Ridge Resort & Spa, 5350 East Marriott Drive, Phoenix, Arizona, United States, 85054VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-Management POSITION SUMMARY Monitor property grounds to ensure a pleasant...