Senior Portfolio Strategist Impact Wealth Planning
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Edward Jones is seeking a Senior Portfolio Strategist to lead the investment plan development for high-net-worth clients, aligning strategies with client goals and market conditions. You will work closely with Financial Advisors and a diverse team to deliver world-class wealth management services.
The role requires CFA, FINRA licenses, and 6–10 years in financial services, with travel up to 25%. Commutable to Tempe, AZ, with opportunities for professional growth and impactful advisory work.
This posting is for the Senior Portfolio Strategist — High-Impact Wealth Planning role at Edward Jones, based in Tempe, AZ, United States.
We are currently recruiting a Senior Portfolio Strategist — High-Impact Wealth Planning for our team in Tempe, AZ, United States.
This is a strong position to take on the Senior Portfolio Strategist — High-Impact Wealth Planning role at Edward Jones.
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