Senior Portfolio Strategist- High Net Worth Team
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About The Position
At Edward Jones, the Senior Portfolio Strategist plays a pivotal role in the wealth management process, particularly within the High Net Worth team. This position is designed for individuals who are strategic thinkers and strong collaborators, with a robust background in financial planning and a deep understanding of complex financial concepts. The Senior Portfolio Strategist is responsible for translating clients' financial plans into actionable investment strategies, ensuring that these strategies align with the clients' goals and expectations. This role is integral to the Wealth Management Consultation area, which supports the delivery of financial planning services through personalized investment solutions. The Senior Portfolio Strategist will work closely with financial advisors and clients, providing tailored investment advice and strategies that cater to the unique needs of high-net-worth clients. This includes conducting portfolio analysis and construction, as well as implementing strategies that are tax-efficient and robust. The role requires a deep understanding of industry trends, competitors, and regulatory changes, allowing the strategist to assess how these factors impact product offerings and the delivery of personalized services. In addition to client-facing responsibilities, the Senior Portfolio Strategist will lead or contribute to strategic initiatives within the Wealth Management Consultation department and across the broader Wealth Management Advice and Solutions division. This collaborative approach ensures that the firm evolves to deliver strong, goals-based advice and asset management services. The position also involves mentoring newer associates, fostering a culture of learning and development within the team. Overall, this role is not just about managing investments; it’s about building meaningful relationships with clients and helping them achieve their financial goals through expert guidance and strategic planning.
