Portfolio Consultant III, Series 65

Job Summary

Driving investment management services for Wealth Advisors, the full-time remote Portfolio Consultant III, Series 65 will manage client portfolios, consult on investment strategies, and ensure accurate implementation of investment processes while collaborating with various departments to support firm growth.

Key responsibilities:

• Consult with Wealth Advisors on portfolio strategy and objectives, delivering concierge-level service
• Support the development of new Portfolio Consultants and manage standardized workflows for investment processes
• Lead presentations on investment topics and audit implementations to ensure alignment with target portfolio objectives

Required qualifications:

• Bachelor's degree from an accredited institution preferred (Business, Economics, Psychology, or Finance related)
• CFP and/or Series 65 required; CFA or advanced degree preferred
• Minimum 3 years of financial industry-related experience
• Working knowledge of Orion and Morningstar preferred
• Advanced knowledge of MS Excel, including data analytics