Senior Portfolio Strategist, Private Wealth

Edward Jones Generations seeks a Senior Portfolio Strategist to develop and implement tailored investment plans for high-net-worth clients. Working with financial advisors, planners and other specialists, you will analyze and construct portfolios, advise on complex investment and transition scenarios, and align strategies with clients' financial goals, risk profiles, tax considerations and preferences.

Responsibilities

• Develop tailored investment advice and strategies based on clients' financial plans and circumstances.
• Analyze, construct and implement client portfolios aligned with goals and expectations.
• Advise clients and financial advisors on complex portfolio allocation, tax minimization, asset location and investment choices.
• Provide ongoing consultations based on client objectives, risk profiles, account mandates and preferences.
• Collaborate with financial advisors, planners and cross-functional teams to support high-net-worth clients.
• Lead or contribute to strategic initiatives that advance financial planning and asset management services.

Required Skills

• Financial planning
• Investment strategy development
• Portfolio analysis
• Portfolio construction
• Asset allocation
• Tax-efficient investing
• Portfolio transition planning
• Investment selection
• Risk profiling
• Wealth management