Sr. Portfolio Consultant
Wealth Enhancement Group(2 months ago)
About this role
The Portfolio Consultant is a senior investment specialist within Wealth Enhancement’s Investment and Product groups, serving as a subject-matter expert on the firm’s suite of investment solutions. The role focuses on supporting advisor practices and enhancing client outcomes through deep investment knowledge and thought leadership. This is a remote position open to candidates in the Eastern Time Zone.
Required Skills
- Relationship Management
- Investment Strategy
- Portfolio Construction
- Asset Allocation
- Client Presentations
- Due Diligence
- Research
- Communication
- Microsoft Office
- Business Development
Qualifications
- Bachelor's Degree
- FINRA Series 65
- CFP (Preferred)
- CFA (Preferred)
- CIMA (Preferred)
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Wealth Enhancement Group
Similar Jobs
Key Family Wealth Senior Portfolio Strategist
KeyBank(25 days ago)
Associate Director, Investment Management
AIA(11 months ago)
OCIO Portfolio Manager
Brown Advisory(4 months ago)
Key Private Bank Senior Portfolio Strategist
KeyBank(1 month ago)
Wealth Portfolio Manager II
Camden National Bank(1 month ago)
Institutional Consulting Analyst
Focus Partners Wealth(26 days ago)