Series 65 Portfolio Consultant

Job Summary

Driving investment management services for Wealth Advisors, the full-time remote Series 65 Portfolio Consultant will consult on portfolio strategy, ensure accurate investment implementations, and support the firm's growth by developing investment deliverables for prospective clients.

Key responsibilities:

• Communicate investment strategies and provide status updates on portfolio implementations to Wealth Advisor Teams
• Demonstrate a comprehensive understanding of capital markets and manage portfolio implementations to meet service level agreements
• Lead training for new hires and support the development of core competencies within the investment platform

Required qualifications:

• Bachelor's degree from an accredited institution preferred, ideally in Business, Economics, Psychology, or Finance
• CFP and/or Series 65 certification required
• Minimum 3 years of experience in the financial industry
• Working knowledge of Envestnet, Orion, and Morningstar preferred
• Advanced knowledge of MS Excel, including data analytics