Portfolio Consultant with Series 65

Job Summary

To support Wealth Advisors in investment management services, the remote Portfolio Consultant with Series 65 will consult on portfolio strategy, ensure accurate investment implementations, and develop deliverables for prospective clients while collaborating with various internal teams.

Key responsibilities

• Consult with Wealth Advisors on portfolio strategy and objectives, ensuring timely completion of investment implementations
• Lead presentations on investment topics and provide proactive status updates to Wealth Advisor teams
• Manage standardized workflows and audit implementations to align 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
• Minimum 3 years of financial industry-related experience
• Advanced knowledge of MS Excel preferred, including advanced data analytics
• Working knowledge of Orion and Morningstar preferred