Senior Investment Strategist, Private Wealth (Discretionary)

Financial Recruiters International; St. Louis (MO); On-site; USD 170,000 - 210,000; Full time

Job summary

Financial Recruiters International is seeking a Senior Investment Strategist to work with our most sophisticated high-net-worth clients and create custom investment solutions using our investment process.

You will join Private Wealth Management, focusing on asset allocation and discretionary advisory, serving clients with at least $3 million in investable assets and collaborating with portfolio management professionals.

Qualifications

• You possess a college degree or relevant experience.
• You have 8 years' experience in Investment Management, Financial Planning, or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction.

Responsibilities

• You will serve as the investment management subject matter expert within a team of professionals.
• You will play a crucial part in the development, maintenance, and oversight of the investment strategy and asset allocation for clients serviced by the Private Wealth Management team.
• You will focus on serving individuals and families with at least $3 million in investable assets.
• Working within the firm's Portfolio Management Division you will leverage your expertise to oversee the management of investment advisory accounts on a discretionary basis.
• Other duties as assigned.

Skills

Emotional intelligence

Relationship development

Portfolio modeling knowledge

Education

Bachelor's degree or equivalent experience

Job description

Financial Recruiters International is seeking a Senior Investment Strategist to work with our most sophisticated high-net-worth clients and create custom investment solutions using our investment process.

You will join Private Wealth Management, focusing on asset allocation and discretionary advisory, serving clients with at least $3 million in investable assets and collaborating with portfolio management professionals.