Wealth Solutions Consultant
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Job Summary
To support a growing practice, the full-time Wealth Solutions Consultant will drive the adoption and implementation of investment solutions for financial advisors, providing consulting expertise and building trusted relationships with clients in a hybrid or remote work environment.
Key responsibilities
- Drive the adoption and growth of investment solutions across various client segments
- Partner with sales teams and advisors to position portfolios and investment products that align with client objectives
- Provide consulting expertise through portfolio reviews and assist in creating tailored investment proposals and performance reports
Required qualifications
- CFA Level I candidate or above is preferred
- Prior experience working with financial advisors is advantageous
- Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent experience
- 1-3+ years of experience in wealth management, investment consulting, or advisor-facing support roles
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