Senior Portfolio Consultant - Series 65
Job Summary
To support high net worth clients, the full-time remote Senior Portfolio Consultant - Series 65 will manage complex portfolio transitions, collaborate with various departments to ensure strategic alignment, and develop investment deliverables for prospective clients.
Key responsibilities:
- Communicate investment strategies and provide status updates on portfolio implementations
- Support new Portfolio Consultants in developing competencies within the investment platform
- Manage and audit portfolio implementations to ensure alignment with target objectives
Required qualifications:
- Bachelor's degree in Business, Economics, Psychology, or Finance preferred
- CFP and/or Series 65 required; CFA or advanced degree preferred
- Minimum of 4 years of experience in the financial industry
- Working knowledge of Orion and Morningstar preferred
- Advanced knowledge of MS Excel, including data analytics
Complete Job Description
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