Edward Jones · 21 hours ago
Senior Portfolio Strategist- High Net Worth
Arizona, Tempe, Missouri, St. Louis
Full-time
Hybrid
Senior Level
6+ years expEdward Jones is a financial services firm focused on providing a positive impact on clients and communities. The Senior Portfolio Strategist role involves leading the development of investment plans for high-net-worth clients, ensuring alignment with their financial goals, and collaborating with financial advisors and other team members to deliver comprehensive wealth management services.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
Independently and consistently provide the right level of support across the client journey based on the client's needs and unique situation including the creation of tailored investment advice and strategies, portfolio analysis and construction, and implementation
Support financial advisors and clients with the highly complex investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance
Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences
Lead or contribute to strategic initiatives within the WMC department and across the WMAS division, in collaboration with key internal and external stakeholder groups, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services
Manage significant branch team and client interactions directing resources to achieve the right results
Possess and maintain a deep 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
Achieve results through others, by serving as an informal leader and mentor to develop newer associates on the team
Qualification
Required
Bachelor's degree required
Charted Financial Analyst (CFA) designation required
FINRA Series 7 & 66 licenses required within 6 months of hire
6-10 years of experience in financial services or related field
May involve travel for client visits 25% of the time
Advanced technical aptitude, analytical, and critical skills
Deep, expansive subject matter expertise on economic, investment, and portfolio management strategies and concepts
Advanced skills in some of the following areas: systems thinking, planning and organizing, relationship building, collaboration, critical thinking, project management
Exceptional written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts to branch teams and directly to clients
Preferred
Series 24 license
Master's degree
Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet)
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
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
A paid day for volunteerism
Bonuses and profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$406.77M2025-09-25Undisclosed· $12.95M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Data Science Manager
Recent News
bloomberglaw.com
2025-12-20
2025-12-20
Company data provided by crunchbase