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Senior Portfolio Strategist HNW Clients

Job in St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listing for: Edward Jones
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 140000 - 190000 USD Yearly USD 140000.00 190000.00 YEAR
Job Description & How to Apply Below
Position: Senior Portfolio Strategist for HNW Clients
Location: St. Louis

Edward Jones in the United States is seeking a Senior Portfolio Strategist to lead the development of investment plans and ensure alignment with client goals. You will collaborate with Financial Advisors and planners to translate a client’s financial plan into actionable portfolio strategy and ongoing investment advice.

The role requires CFA designation, FINRA 7 & 66 licenses within 6 months, and 6–10 years of experience in financial services.

This position is for the Senior Portfolio Strategist for HNW Clients role at Edward Jones.

Join us at Edward Jones as our next Senior Portfolio Strategist for HNW Clients in St. Louis, MO, United States.

We are currently recruiting a Senior Portfolio Strategist for HNW Clients for our team in St. Louis, MO, United States.

This is a strong position to take on the Senior Portfolio Strategist for HNW Clients role at Edward Jones.

Position Requirements
10+ Years work experience
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