Senior Portfolio Consultant, Series 65
Job Summary
To support a growing practice, the full-time remote Senior Portfolio Consultant, Series 65 will manage investment implementations for complex portfolio transitions and high-net-worth clients while collaborating with various teams to enhance client experiences and optimize portfolios.
Key Responsibilities
- Handle portfolio implementations and provide status updates to ensure alignment with client objectives
- Communicate investment strategies and deliverables effectively to Wealth Advisor teams
- Audit and manage standardized workflows and processes for high-net-worth clients
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 4 years of financial industry-related experience
- Advanced knowledge of MS Excel and familiarity with Orion and Morningstar preferred
- CFA or advanced degree preferred
Complete Job Description
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