Series 65 Portfolio Consultant

Job Summary

Series 65 Portfolio Consultant, this full-time role involves driving investment management services for Wealth Advisors, consulting on portfolio strategy, and ensuring accurate investment implementations.

Key Responsibilities

• Consult with Wealth Advisors on portfolio strategy and objectives
• Manage and audit portfolio implementations to meet target objectives
• Develop investment deliverables for prospective clients and support new Portfolio Consultants

Required Qualifications

• Bachelor's degree from an accredited institution preferred (Business, Economics, Psychology, or Finance related)
• CFP and/or Series 65 required
• CFA or advanced degree preferred
• Minimum 3 years of financial industry related experience
• Working knowledge of Envestnet, Orion, and Morningstar preferred