Associate Portfolio Strategist- High Net Worth

About the role

The Edward Jones Generations team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.

Responsibilities

• Partner with and support branch teams as a Home Office investment specialist to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs.
• Provide the right level of support across the client journey based on the client's needs and unique situation including aiding creation of tailored investment advice and strategies, portfolio analysis and construction, and implementation.
• Coordinate and/or contribute to consultations and content that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences.
• Work in partnership with WMFM or HNW internal stakeholder groups to explore opportunities to enhance workflow processes and/or strengthen partnership dynamics.
• Aid branch team and client interactions identifying resources to achieve the right results.
• Build and maintain an 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.

Requirements

• Bachelor's degree required
• FINRA Series 7 & 66 licenses required within 6 months of hire
• Intent to obtain Charted Financial Analyst (CFA) designation or progress towards
• 3+ years of experience in financial services or related field, 1-2 years of relevant portfolio management, portfolio analysis, and/or investment consultation preferred
• Technical aptitude, analytical, and critical skills
• Subject matter expertise on economic, investment, and portfolio management strategies and concepts
• Skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management
• Solid written, verbal, and presentation communication skills with the ability to provide concise, relevant commentary.

Qualifications

• Series 7, 66, 24 licenses
• CFA or progress towards
• Master's degree
• Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).
• Proficiency with data visualization tools such as Tableau and/or PowerBI

Benefits

• Medical and prescription drug
• Dental
• Vision
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability
• Basic life
• Basic AD&D coverage
• 401k retirement plan
• Tax-advantaged accounts: health savings account, and flexible spending account
• 10 paid holidays
• 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
• Bonuses and profit sharing
• Employee Assistance Program