South Region Portfolio Consultant

Job Summary

A company is looking for a Sr. Portfolio Consultant (Remote- South Region).

Key Responsibilities

• Manage relationships with advisor teams and provide expert guidance on investment advisory platforms
• Support business development efforts and create investment proposals for High-Net-Worth clients
• Collaborate with stakeholders to enhance investment platforms and improve client experiences

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field
• Minimum of 6 years of experience in the financial services industry with an investment focus
• CFP, CFA, or CIMA certification is a plus
• FINRA Series 65 license
• Knowledge of financial markets and asset allocation