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Research Division


Location - St. Louis, Mo.

What we do

The Research division equips branch teams with actionable advice that, combined with Advisors' knowledge of client needs, ultimately shapes clients' portfolios. Research primarily supports branches with written reports on a variety of investment topics, but the analysts also interact with Advisors during presentations and one-on-one conversations via either phone or service request. Research crafts client-facing investment recommendations, and analysts contribute significantly to the firm's brand-building efforts by participating in interviews with the media, including major printed publications, live television and radio.

Departments include:

  • Equity Research
  • Mutual Fund Research
  • Fixed Income Research
  • Investment Strategy
  • Resource Team

Where we are headed

While many efforts of the Research department are scalable to 20,000 Financial Advisors and beyond, the department will need to continuously broaden its advice and guidance to new investment topics in order to remain a "top of mind" source for advice for individual investors. This could include new investment products as they emerge, new issuers (stock, bonds or funds) or more in-depth advice on how portfolios should be built to satisfy various client goals.

What we need

The most common roles include Associate Analyst, Analyst, Senior Analyst and Senior Area Analyst. These core roles fundamentally require responsibility for making investment recommendations and providing advice and guidance on investment topics. 

Primary qualifications:

  • Currently have or actively pursuing the Chartered Financial Analyst (CFA) designation
  • Strong understanding of financial statements
  • Solid knowledge of economics, statistical or investment concepts
  • Strong critical thinking skills
  • Strong written and verbal communication skills
  • Proficiency in financial modeling, spreadsheets, databases and other relevant software programs

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