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Last updated: 1 day ago
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Associate Portfolio Strategist- High Net Worth

Associate Portfolio Strategist- High Net Worth

Missouri StaffingSaint Louis, MO, US
Full-time
Edward Jones Associate Portfolio Strategist.Maybe the markets keep you up at night.Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward J...Show moreLast updated: 3 days ago
  • Promoted
Associate Portfolio Strategist- High Net Worth

Associate Portfolio Strategist- High Net Worth

Arizona StaffingSaint Louis, MO, US
Full-time
Edward Jones Associate Portfolio Strategist.Maybe the markets keep you up at night.Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward J...Show moreLast updated: 1 day ago
High Net Worth Service Associate - Greater St. Louis, MO Area

High Net Worth Service Associate - Greater St. Louis, MO Area

Fidelity InvestmentsSt. Louis, MO, US
Full-time
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below : .We have an exci...Show moreLast updated: 30+ days ago
  • Promoted
Dot Net Developer

Dot Net Developer

VirtualVocationsSaint Louis, Missouri, United States
Full-time
A company is looking for a Dot Net Developer to join their team.Key Responsibilities Design, develop, and support scalable applications within the healthcare domain Utilize.NET technologies and ...Show moreLast updated: 2 days ago
Mid-Level C#.NET Developer - Hybrid!

Mid-Level C#.NET Developer - Hybrid!

Perceptive Recruiting, LLCSaint Louis, Missouri, United States
Full-time
Quick Apply
Mid-Level Application Developer.In this role you will develop, enhance, and support business applications and underlying systems as part of an enterprise team. You'll also work to design and impleme...Show moreLast updated: 6 days ago
Plumbing Designer for Net-Zero Building Systems

Plumbing Designer for Net-Zero Building Systems

IntrobaSaint Louis, MO, United States
Full-time
A leading engineering firm in St.Louis, MO, is looking for a Plumbing Designer who will be responsible for designing accurate plumbing-related drawings and specifications.The ideal candidate will a...Show moreLast updated: 30+ days ago
  • Promoted
.NET CoreC#, Microservices Architect

.NET CoreC#, Microservices Architect

Siri InfoSolutions IncSt. Louis, Missouri, USA
Full-time
Only need visa independent as we need to close in 1 week.Preferably in St louis else should be willing to travel at least 5-10 days to customer location in a month (mandatory).No contractors -eithe...Show moreLast updated: 16 days ago
.NET Developer - Manager

.NET Developer - Manager

PwCSt. Louis,MO
Full-time
SummaryAt PwC, our people in software and product innovation focus on developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients.These individua...Show moreLast updated: 30+ days ago
Dry Van CDL-A : 70CPM | 45% of Net | $2400 Weekly + Bonuses

Dry Van CDL-A : 70CPM | 45% of Net | $2400 Weekly + Bonuses

House of DispatchST LOUIS, MO, USA
Full-time
PAY & INCENTIVES • 70 CPM / 45% of the net profit • $1900 - $2400 weekly take-home pay • 3000+ miles weekly • Cash Advance available • Clean Inspection Bonuses • Referral Bonuses • Pay period is...Show moreLast updated: 30+ days ago
  • Promoted
Associate Portfolio Strategist- High Net Worth

Associate Portfolio Strategist- High Net Worth

Edward JonesSt Louis, MO, United States
Full-time
Maybe the markets keep you up at night.Or your idea of a perfect day at the office is a deep dive into equity research.Whatever your passion, at Edward Jones it will have purpose.Your work is meani...Show moreLast updated: 3 days ago
C#.NET Web Developer - Agile Web Apps

C#.NET Web Developer - Agile Web Apps

Sovereign TechnologiesSaint Louis, MO, United States
Full-time
A leading technology consulting firm located in St.Louis is seeking a Web Developer with expertise in C# and.The ideal candidate will work on programming with a thin GUI interface, coordinate with ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Tax Strategist - High Net Worth

Senior Tax Strategist - High Net Worth

Dallas StaffingSaint Louis, MO, US
Full-time
Edward Jones Financial Services.Maybe the markets keep you up at night.Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will...Show moreLast updated: 28 days ago
Plumbing Designer (Part-Time) – Net-Zero Building Systems

Plumbing Designer (Part-Time) – Net-Zero Building Systems

Ross & BaruzziniSaint Louis, MO, United States
Part-time
A leading engineering firm in St.Louis is seeking a Plumbing Designer to create and produce accurate plumbing system drawings from engineers' designs. The successful candidate will help with prelimi...Show moreLast updated: 30+ days ago
Senior.NET Developer

Senior.NET Developer

Adaptive Solutions GroupSt. Louis, MO, US
Full-time
Quick Apply
Adaptive Solutions Group is a premier provider of information technology personnel.We provide a variety of technical professionals available for contract, contract to hire, or direct placement posi...Show moreLast updated: 5 days ago
Senior Full Stack Developer -.NET & Cloud

Senior Full Stack Developer -.NET & Cloud

KemperSt. Louis, Missouri
Full-time
Dallas, Texas, Downers Grove, Illinois, St.Kemper is one of the nation’s leading specialized insurers.Our success is a direct reflection of the talented and diverse people who make a positive diffe...Show moreLast updated: 30+ days ago
  • Promoted
Lead Software Engineer (.Net)

Lead Software Engineer (.Net)

Safety NationalSt. Louis, MO, United States
Full-time
At Safety National, we don't just offer jobs - we build careers with purpose! Since 1942, we've been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewar...Show moreLast updated: 30+ days ago
.Net Technical Lead

.Net Technical Lead

Sheffield AcademySt Louis, Missouri, United States
Full-time
NET Full Stack Lead Developer to build end to end business solutions and to work with one of the leading financial services organization in the US. The ideal candidate must possess strong background...Show moreLast updated: 30+ days ago
Remote Mental Health Therapist - Illinois

Remote Mental Health Therapist - Illinois

Gaggle Net, Inc.East St. Louis, Illinois, United States
Remote
Full-time
Gaggle has been supporting student safety and well-being for over 20 years.We've partnered with school districts across the country to provide . K-12 students and school staff.Work from any loc...Show moreLast updated: 30+ days ago
Full Stack .NET Developer

Full Stack .NET Developer

SteadyRainSt. Louis, MO, US
Full-time
Do you believe that the future is digital? Do you love creating best-in-class digital experiences and products? At SteadyRain, we believe in taking actions every day that make us heroes to our clie...Show moreLast updated: 30+ days ago
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Associate Portfolio Strategist- High Net Worth

Associate Portfolio Strategist- High Net Worth

Missouri StaffingSaint Louis, MO, US
3 days ago
Job type
  • Full-time
Job description

Edward Jones Associate Portfolio Strategist

  • Your passion. Our purpose. This could be powerful.
  • Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus : client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

Job Overview

Position Schedule : Full-Time

Team Overview :

The Edward Jones Generations team provides an end-to-end, high-net-worth client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted third parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Associate Portfolio Strategists leverage the extensive resources of our home office and external third-party partnerships to serve high-net-worth with complex needs. The Portfolio Strategy team partners with financial advisors and clients to deliver the high-quality and actionable Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Through detailed analysis, the team develops and guides the implementation of customized investment solutions connecting goals outlined in client's financial plan to portfolio strategy.

What You Will Do :

The Associate Portfolio Strategist is the investment specialist responsible for assisting with bringing the client's financial plan to life through investments and ensuring alignment with the client's goals and expectations. They will partner with the Senior Portfolio Strategist to design and implement investment strategies. Key responsibilities include :

  • 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.
  • In coordination with the Senior Portfolio Strategists and Senior Planners, 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.
  • Support senior members of the Portfolio Strategy Team, Financial Advisors, and clients with basic to intermediate investment portfolio scenarios to enable delivery of 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.
  • 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.
  • Assist with 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.
  • This position is known internally as an Associate Portfolio Consultant

    Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 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. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program.

    Hiring Minimum : $86,300 Hiring Maximum : $146,700

    Skills / Requirements

    What Experience You Need :

  • 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 but not required
  • 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.
  • What Could Set You Apart :

  • 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
  • Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

    Current INTERNAL home-based associates : While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.

    Awards & Accolades

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones

    About Us

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose : We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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.