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Senior Strategist
Edward Jones Investments
St. Louis, MO, United States
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Opportunity Overview
• Serve as a primary subject matter expert providing advice and guidance on a broad category of financial planning/client needs (e.g. retirement, estate, protection) and potentially other topics for the U.S. or Canada, identifying recommended strategies, risks and opportunities
• Serve as the primary thought leader for area of expertise, developing strategies consistent with the firm's investment philosophy. Conduct fundamental research and analysis to inform recommendations and advice.
• Write strategy reports and other published articles outlining the firm's view on investment and financial planning strategies.
• Serve as primary spokesperson on the advice and guidance related to area of financial planning expertise, representing the firm at various speaking engagements including regional meetings, client seminars, CE seminars and the media.
• Ability to serve as backup for other strategist positions, with broad functional knowledge of investment and client needs guidance.
Position Requirements
• Economics, Accounting or Finance Bachelor's degree and/or MBA preferred. PhD is desirable for some strategist roles.
• CFP designation or actively pursuing consistent with department policy. CFA may also be required (or actively pursuing consistent with department policy) depending on area of specialization. Additional designations relevant to area of responsibility strongly preferred (e.g. CFA, CPA, JD).
• Series 7/ 66 required or attainable within six months of hire.