Senior Portfolio Strategist - High Net Worth; Remote
Remote / Online - Candidates ideally in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-02-08
Grand Rapids, Kent County, Michigan, 49528, USA
Listing for:
Edward Jones
Full Time, Remote/Work from Home
position Listed on 2026-02-08
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager, Financial Consultant
Job Description & How to Apply Below
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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Position Requirements
10+ Years
work experience
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