California Licensed Portfolio Consultant
Location: Remote
Compensation: Salary
Staff Reviewed: Tue, Jan 07, 2025
This job expires in: 18 days
Job Summary
A company is looking for a Portfolio Solutions Consultant.
Key Responsibilities
- Provide portfolio construction support to intermediary clients using the managed account platform
- Assist intermediaries in developing UMA solutions within predefined investment parameters
- Coordinate with the distribution team to engage intermediary partners and deliver impactful portfolio recommendations
Required Qualifications
- Bachelor's degree required; MBA and CFA preferred
- Series 7, 63, 65/66 required or to be obtained within 90 days of hire
- 3-10 years of institutional investment consulting experience
- Experience with various asset management product delivery formats preferred
- Familiarity with Envestnet, UMA, SMA, and FSP preferred
COMPLETE JOB DESCRIPTION
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Company Overview
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