Associate Portfolio Strategist- High Net Worth
Edward Jones, Saint Louis, Missouri, United States, 63146
Job Overview
Position: Associate Portfolio Strategist (HNW) – Full‑time, hybrid (office four days per week from June 1 2026; three days per week prior). The role supports Edward Jones Generations® by delivering investment strategy and portfolio execution for high‑net‑worth clients.
Responsibilities
Partner with branch teams to provide high‑quality Advice, Planning, Products, and Services (APPS) that meet client wealth‑management needs.
Collaborate with Senior Portfolio Strategists and Senior Planners to develop tailored investment advice, portfolio analysis, and implementation plans.
Assist senior members of the Portfolio Strategy Team, financial advisors, and clients with basic to intermediate investment portfolio scenarios, focusing on tax‑efficient asset allocation and portfolio transition.
Coordinate consultations and content that align with client objectives, risk profiles, account mandates, and personal preferences.
Work with WMFM or HNW internal stakeholder groups to improve workflow processes and strengthen partnership dynamics.
Support branch teams and client interactions by identifying resources to achieve desired results.
Stay current on industry trends, competitors, and regulatory changes, assessing their impact on product offerings and team personalization goals.
Act as an internal associate portfolio consultant.
Qualifications
Bachelor’s degree required.
FINRA Series 7 and Series 66 licenses required within 6 months of hire.
Intent to obtain or progress toward a Chartered Financial Analyst (CFA) designation.
Three years of experience in financial services; 1–2 years of portfolio management, portfolio analysis, or investment consultation preferred but not required.
Technical aptitude, analytical and critical thinking skills.
Subject‑matter expertise in economic, investment, and portfolio‑management strategies and concepts.
Proficiency in Microsoft Excel and relevant wealth‑management software (e.g., Aladdin Wealth, Morningstar, FactSet).
Experience with data‑visualization tools (Tableau or Power BI) is an advantage.
Preferred Add‑Ons
Series 24 license.
Master’s degree.
Advanced proficiency in Excel, databases, and additional wealth‑management platforms.
Data‑visualization competencies.
Local residency in Tempe, AZ or St. Louis, MO to meet office hybrid requirements.
Compensation & Benefits Hiring Minimum: $86,300
|
Hiring Maximum: $146,700.
Edward Jones offers a comprehensive package: medical, prescription drug, dental, vision, voluntary benefits, disability coverage, life and AD&D, 401(k), HSA, FSA, paid holidays, 15 days vacation for new associates, sick and personal days, volunteer day, and potential bonuses and profit sharing. All associates qualify for the Employee Assistance Program.
Work‑Location Flexibility Although posted as hybrid, a selected candidate may retain a home‑based status. On‑site requirements may change with future business or regulatory needs.
EEO Statement 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.
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Responsibilities
Partner with branch teams to provide high‑quality Advice, Planning, Products, and Services (APPS) that meet client wealth‑management needs.
Collaborate with Senior Portfolio Strategists and Senior Planners to develop tailored investment advice, portfolio analysis, and implementation plans.
Assist senior members of the Portfolio Strategy Team, financial advisors, and clients with basic to intermediate investment portfolio scenarios, focusing on tax‑efficient asset allocation and portfolio transition.
Coordinate consultations and content that align with client objectives, risk profiles, account mandates, and personal preferences.
Work with WMFM or HNW internal stakeholder groups to improve workflow processes and strengthen partnership dynamics.
Support branch teams and client interactions by identifying resources to achieve desired results.
Stay current on industry trends, competitors, and regulatory changes, assessing their impact on product offerings and team personalization goals.
Act as an internal associate portfolio consultant.
Qualifications
Bachelor’s degree required.
FINRA Series 7 and Series 66 licenses required within 6 months of hire.
Intent to obtain or progress toward a Chartered Financial Analyst (CFA) designation.
Three years of experience in financial services; 1–2 years of portfolio management, portfolio analysis, or investment consultation preferred but not required.
Technical aptitude, analytical and critical thinking skills.
Subject‑matter expertise in economic, investment, and portfolio‑management strategies and concepts.
Proficiency in Microsoft Excel and relevant wealth‑management software (e.g., Aladdin Wealth, Morningstar, FactSet).
Experience with data‑visualization tools (Tableau or Power BI) is an advantage.
Preferred Add‑Ons
Series 24 license.
Master’s degree.
Advanced proficiency in Excel, databases, and additional wealth‑management platforms.
Data‑visualization competencies.
Local residency in Tempe, AZ or St. Louis, MO to meet office hybrid requirements.
Compensation & Benefits Hiring Minimum: $86,300
|
Hiring Maximum: $146,700.
Edward Jones offers a comprehensive package: medical, prescription drug, dental, vision, voluntary benefits, disability coverage, life and AD&D, 401(k), HSA, FSA, paid holidays, 15 days vacation for new associates, sick and personal days, volunteer day, and potential bonuses and profit sharing. All associates qualify for the Employee Assistance Program.
Work‑Location Flexibility Although posted as hybrid, a selected candidate may retain a home‑based status. On‑site requirements may change with future business or regulatory needs.
EEO Statement 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.
#J-18808-Ljbffr