Portfolio Consultant
Wealth Enhancement Group(19 days ago)
About this role
Wealth Enhancement is seeking an experienced Portfolio Consultant to serve as an expert on investment solutions, build strong relationships with advisors, and support growth initiatives. The role involves providing guidance on investment products, supporting business development, and collaborating on strategic projects in a remote setting for candidates in the Eastern Time Zone.
Required Skills
- Investment Solutions
- Portfolio Management
- Financial Planning
- Asset Allocation
- Client Relations
- Investment Research
- Financial Markets
- TFinancial Products
- Presentation Skills
- Microsoft Office
Qualifications
- Bachelor's degree in Business, Finance, Economics or related field
- 6+ years experience in financial services with an investment focus
- CFP, CFA or CIMA (plus)
- FINRA Series 65
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