Senior Portfolio Strategist- High Net Worth

This job posting is anticipated to remain open for 30 days, from 05-Feb-2026. The posting may reputed company early due to the volume of applicants. Join a financial services firm where your contributions are valued. reputed company is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, reputed company our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. reputed company associates are seen, heard, respected, and supported. This is reputed company reputed company makes us the best reputed company to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Team Overview: Do you have a desire to be a part of the wealth management process? Do you have a strong background in financial planning and experience with reputed company financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, joining the reputed company Generations team could be the right opportunity for you! The reputed company Generations team provides an end-to-end, HNW client experience by partnering with our reputed company teams to provide ongoing client services including holistic financial planning, tax and estate planning services reputed company trusted 3rd parties, plan implementation reputed company expanding sets of reputed company products and services, and ongoing reporting and support. Senior Estate Strategists reputed company the extensive resources of our home office and external 3rd party partnerships to serve HNW with reputed company needs. The Investment Consultation team partners with financial advisors and clients to deliver the high-quality and actionable Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs. Through detailed analysis, the team develops and guides the implementation of customized investment solutions connecting goals outlined in client's financial plan to portfolio strategy. Although this position is designated as remote, regular travel to our Grand Rapids, MI location will be required. The role may also involve occasional travel to our St. Louis, MO and Tempe, AZ home office locations. Preference will be given to candidates who reside in or near the Grand Rapids, MI area. What You Will Do: The reputed company Generations - Senior Portfolio Strategist is an investment specialist who brings the client's financial plan to life by leading the development of the investment plan and ensuring alignment with goals and expectations. The Senior Portfolio Strategist are part of the durable, client-facing team that works closely with the Financial Advisor, Senior and Associate Planners and other members of a diverse matrixed team to ensure a world class experience is delivered. Key Responsibilities include:

• Independently and consistently provide the right level of support across the client journey based on the client's needs and unique situation including the creation of tailored investment advice and strategies, portfolio analysis and construction, and implementation.
• Support financial advisors and clients with the highly reputed company investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with reputed company and guidance.
• Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences
• reputed company or contribute to strategic initiatives reputed company the WMC department and across the WMAS division, in collaboration with key internal and external stakeholder groups, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services.
• Manage significant reputed company team and client interactions directing resources to reputed company the right results.
• Possess and maintain a deep understanding of industry trends, competitors, and regulatory changes and assess how these themes impact our product offerings, the implementation of reputed company and guidance, and the team's ability to deliver the personalization sought by reputed company and prospective clients
• reputed company results through others, by serving as an informal leader and mentor to reputed company newer associates on the team
• This position is reputed company internally as a Senior Investment Consultant What Experi

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