Senior Portfolio Consultant with Series 65

Job Summary

A company is looking for a Senior Portfolio Consultant.

Key Responsibilities

• Execute investment implementations for complex portfolio transitions and high net worth clients
• Collaborate with various departments to ensure strategic alignment and exceptional service delivery
• Develop investment deliverables for prospective clients to support the firm's organic growth

Required Qualifications

• Bachelor's degree from an accredited institution preferred (preferably in Business, Economics, Psychology, or Finance)
• CFP and/or Series 65 required; CFA or advanced degree preferred
• Minimum 4 years of financial industry related experience
• Working knowledge of Envestnet, Orion, and Morningstar preferred
• Advanced knowledge of MS Excel preferred, including advanced data analytics