Series 65 Portfolio Consultant

Job Summary

To facilitate investment management services for Wealth Advisors, the full-time remote Series 65 Portfolio Consultant will serve as the main point of contact for investment and portfolio management, consulting on portfolio strategy, ensuring accurate investment implementations, and enhancing the client experience.

Key responsibilities

• Communicate effectively with Wealth Advisors to understand client objectives and execute desired investment outcomes
• Manage portfolio implementations concurrently to meet Service Level Agreements and provide proactive status updates
• Support the training of new hires and recommend process improvements to enhance efficiency and client experience

Required qualifications

• Bachelor's degree from an accredited institution preferred, ideally in Business, Economics, Psychology, or Finance
• CFP and/or Series 65 required; CFA or advanced degree preferred
• Minimum 2 years of financial industry-related experience
• Working knowledge of Orion and Morningstar preferred
• Advanced knowledge of MS Excel, including advanced data analytics