Sr. Portfolio Consultant (Remote- South Region)
Wealth Enhancement Group(2 months ago)
About this role
A Senior Portfolio Consultant at Wealth Enhancement serves as a subject matter expert on the firm’s investment solutions, partnering with advisor teams to support client outcomes and practice growth. The role focuses on delivering tailored investment guidance, thought leadership, and presenting strategies to advisors and clients. This is a remote position open to candidates residing in the South Region.
Required Skills
- Relationship Management
- Investment Proposals
- Portfolio Construction
- Asset Allocation
- Due Diligence
- Business Development
- Client Presentations
- Research
- Communication
- Microsoft Office
Qualifications
- Bachelor's Degree
- CFP
- CFA
- CIMA
- FINRA Series 65
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