Portfolio Consultant III, Series 65
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Job Summary
Driving investment management services for Wealth Advisors, the full-time remote Portfolio Consultant III, Series 65 will consult on portfolio strategy, manage investment implementations, and support the integration of newly acquired firms into the investment platform.
Key responsibilities
- Consult with Wealth Advisors on portfolio strategy and objectives, ensuring accurate investment implementations
- Develop investment deliverables for prospective clients while collaborating with various departments to ensure strategic alignment
- Lead training for new hires and manage standardized workflows to enhance investment management services
Required qualifications
- Bachelor's degree from an accredited institution, preferably in Business, Economics, Psychology, or Finance
- CFP and/or Series 65 certification required
- Minimum of 3 years of financial industry experience
- Working knowledge of Orion and Morningstar preferred
- Advanced knowledge of MS Excel, including data analytics
Complete Job Description
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