Wealth Solutions Consultant
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Job Summary
To support financial advisors in enhancing client outcomes, the full-time Wealth Solutions Consultant will drive the adoption of investment solutions, partner with sales teams, and provide consulting expertise remotely or in-person at designated office locations.
Key responsibilities
- Drive the growth and implementation of investment solutions across various client segments
- Provide consulting expertise through portfolio reviews and solution design while building trusted relationships with clients
- Assist in creating tailored investment proposals and participate in client meetings to explain product features and capabilities
Required qualifications
- 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
- CFA Level I candidate or above is preferred
- Prior experience working with financial advisors is advantageous
- Demonstrated relevant experience and skills in the financial services industry
Complete Job Description
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