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At Edward Jones, the Associate Portfolio Strategist plays a crucial role in the wealth management process, focusing on client relationships and financial planning. This position is designed for individuals who are strategic thinkers and strong collaborators, with a solid background in financial planning and a deep understanding of the Financial Advisor role. The Associate Portfolio Strategist is responsible for assisting in bringing clients' financial plans to life through investments, ensuring alignment with their goals and expectations. This role is part of the Wealth Management Consultation team, which supports the delivery of financial planning services and investment solutions. The team collaborates across various departments to provide personalized advice, focusing on portfolio construction, investment advice, and guidance on complex wealth management topics. The Associate Portfolio Strategist will partner with branch teams as a Home Office investment specialist, delivering high-quality Advice, Planning, Products, and Services (APPS) to meet clients' wealth management needs. This includes providing tailored investment advice and strategies, conducting portfolio analysis and construction, and implementing investment solutions that connect clients' financial goals with their portfolio strategies. The role also involves coordinating consultations and content that cater to high-net-worth clients, assessing their objectives, risk profiles, and personal preferences. In addition to supporting senior members of the portfolio strategy team, the Associate Portfolio Strategist will build and maintain an understanding of industry trends, competitors, and regulatory changes, evaluating how these factors impact product offerings and the team's ability to deliver personalized services. Edward Jones values its associates and recognizes their contributions through a rewards program that promotes long-term career growth, financial security, and well-being. The salary range for this role is competitive, reflecting national data and individual qualifications.
