Portfolio Consultant with FINRA Series 65

Job Summary

A company is looking for a Portfolio Consultant (Remote).

Key Responsibilities

• Manage relationships with advisor teams, providing guidance and education on investment platforms
• Support business development and organic growth by creating investment proposals and engaging with clients
• Collaborate with stakeholders to enhance investment solutions and improve client experiences

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field
• Minimum of 6 years' experience in the financial services industry with an investment focus
• Certifications such as CFP, CFA, or CIMA are a plus
• FINRA Series 65 license required
• Knowledge of financial markets and modern portfolio theory