State Licensed Portfolio Consultant

Location: Remote

Compensation: Salary

Reviewed: Thu, Dec 11, 2025

This job expires in: 18 days

Job Category: Information Technology

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Entry Level, Experienced

Education Level: Bachelors

Job Summary

A company is looking for a Sr. Portfolio Consultant.

Key Responsibilities

Manage relationships with advisor teams, providing guidance and support on investment strategies
Drive organic growth by creating investment proposals and supporting business development efforts
Collaborate on strategic business initiatives to enhance the investment platform and client experience

Required Qualifications

Bachelor's degree in Business, Finance, Economics, or a related field
Minimum of 6 years' experience in the financial services industry with a focus on investments
Certifications such as CFP, CFA, or CIMA are a plus
FINRA Series 65 license required
Strong knowledge of financial markets and asset allocation strategies

COMPLETE JOB DESCRIPTION

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