- Edward Jones (St. Louis, MO)
- …experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for you!** ... have a desire to be a part of the wealth management process? Do people consider you a strategic...**Department:** Wealth Management Advice and Solutions (WMAS) - … more
- BlackRock (New York, NY)
- …Strategy team's role is to foster (i) greater depth of client relationships, ( ii ) specific and extensive Private Debt strategy experience, and (iii) a differentiated ... both existing and prospective clients), and (2) servicing existing clients. This product strategist will have a proven ability to communicate effectively with a wide… more
- Edward Jones (St. Louis, MO)
- …in Microsoft Excel, databases, and wealth management software tools (ie, Aladdin Wealth , Morningstar, FactSet, MGEI and II , Wealth Studios, etc.). **What ... part of the comprehensive and personalized financial planning and wealth management services for the firm's High Net Worth...of the business. Along with direct responsibility of the strategist team, the Director will also be responsible for… more