Senior Private Wealth Strategy Advisor
edward jonesSt Louis, MO
Senior Private Wealth Strategy Advisor
edward jonesSt Louis, MOSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Edward Jones seeks a Senior Advising Specialist in Generations to shape capabilities, platforms, and roadmaps for high net worth clients. You will partner with wealth leaders and cross-functional teams to translate strategy into future-state solutions and investment roadmaps.
The role requires 7+ years in HNW/private wealth or investment management, and professional designations (CFP/CFA/CPA or equivalent).
Matching similar jobs
Level
Senior L5
Location
St Louis, MO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
9 days ago