Portfolio Consultant III, Series 65 Licensed
Job Summary
Driving investment management services for Wealth Advisors, the full-time remote Portfolio Consultant III, Series 65 Licensed will consult on portfolio strategy, ensure accurate investment implementations, and support the firm's growth by developing deliverables for prospective clients.
Key responsibilities
- Consult with Wealth Advisors on portfolio strategy and objectives, ensuring effective communication of investment philosophies
- Manage and audit portfolio implementations to meet service level agreements while providing training and support to new Portfolio Consultants
- Collaborate with various departments to improve processes and deliver exceptional service to Wealth Advisor teams
Required qualifications
- Bachelor's degree from an accredited institution, preferably in Business, Economics, Psychology, or Finance
- CFP and/or Series 65 required; CFA or advanced degree preferred
- Minimum of 3 years of financial industry-related experience
- Working knowledge of Orion and Morningstar preferred
- Advanced knowledge of MS Excel, including data analytics
Complete Job Description
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