
Senior Portfolio Strategist - High Net Worth (Remote)
Edward Jones, Grand Rapids, Michigan, us, 49528
A prominent financial services firm in Grand Rapids, MI is seeking a Senior Portfolio Strategist to lead investment strategy for high-net-worth clients. This hybrid role requires a deep understanding of financial planning and 6-10 years of relevant experience. Responsibilities include partnering with advisors, providing tailored investment advice, and managing complex portfolio scenarios. Candidates must have a Bachelor's degree, CFA designation, and strong communication skills. A competitive benefits package is offered, including medical coverage and a 401k plan.
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