Senior Private Wealth Portfolio Strategist
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Edward Jones is seeking a Senior Portfolio Strategist to lead investment planning and ensure alignment with client goals. You will collaborate with Financial Advisors, Senior and Associate Planners, and other team members to deliver comprehensive wealth-management services.
The role expects a Bachelor's degree, CFA designation, 6–10 years in financial services, and FINRA Series 7/66 within 6 months. Travel ~25% and strong communication are essential.
This posting is for the Senior Private Wealth Portfolio Strategist role at Edward Jones, based in St. Louis, MO, United States.
The Senior Private Wealth Portfolio Strategist position in the Management & Operations, Sales field is open for applications.
We have an opening for a Senior Private Wealth Portfolio Strategist in St. Louis, MO, United States within Management & Operations, Sales.
This role, Senior Private Wealth Portfolio Strategist at Edward Jones, could be your next career step.
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