Series 65 Portfolio Consultant
Job Summary
Driving investment management services for Wealth Advisors, the full-time remote Series 65 Portfolio Consultant III will serve as a primary contact for investment strategy consultations, oversee portfolio implementations, and support the firm's growth by developing investment deliverables for prospective clients.
Key responsibilities
- Consult with Wealth Advisors on portfolio strategy and objectives while ensuring accurate investment implementations
- Lead presentations on investment topics and provide proactive status updates on portfolio implementations
- Manage standardized workflows and collaborate with central teams to improve processes and training for new hires
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 of 3 years of experience in the financial industry
- Advanced knowledge of MS Excel and familiarity with Orion and Morningstar preferred
- CFA or advanced degree preferred
Complete Job Description
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