Investment Solutions Consultant
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Job Summary
Supporting the administration and growth of investment solutions, the full-time remote Investment Solutions Consultant will serve as a key resource for Financial Professionals and internal partners, focusing on mutual funds, ETFs, and other investment products.
Key responsibilities:
- Partner with Financial Professionals to provide education, guidance, and support on investment solutions
- Manage strategic asset manager relationships and coordinate business development initiatives
- Lead cross-functional projects, ensuring timely execution and stakeholder coordination
Required qualifications:
- BS degree in business administration, finance, risk management, or a related field
- Series 7 and 66 licenses, or ability to obtain within 6 months
- Experience with investment products, particularly mutual funds and ETFs
- Strong relationship-building skills with Financial Professionals
- Exceptional attention to detail and commitment to regulatory compliance
Complete Job Description
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