Portfolio Consultant
Wealth Enhancement Group
full-time
Posted on:
Location Type: Remote
Location: New York • United States
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Salary
💰 $155,000 - $175,000 per year
About the role
- Work closely with our Advisor teams, serving as an expert on WEG Investment Advisory Platform, providing guidance, education, and recommendations.
- Proactively consult and engage advisor teams
- Support and optimize investment best practices
- Educate advisors on platform and products
- Develop strategies for transitioning legacy assets
- Incorporate centralized solutions into holistic advisor guidance where appropriate
- Serve as an extension of advisor and growth teams to support business development, improve close rates and net flows.
- Create and present investment proposals for High-Net-Worth client opportunities
- Support research and proposal tools for Advisors to implement
- Advise on the implementation of complex investment solutions (Alternatives, Options, etc)
- Engage with end-clients via seminars, webinars, and prospective client meetings
- Create investment collateral to articulate market perspectives and centrally managed solutions
- Collaborate with marketing teams to boost national presence through media channels
- Collaborate across WEG with various stakeholders to enhance our platform, improve client experience, and ensure our centralized solutions are a competitive advantage for our advisors.
- Partner with Investment Strategy Team on research and implementation of centrally managed investment solutions
- Research and contribute towards continued development of the investment platform
- Support business development through due diligence of target firms
- Work with other businesses to support firm objectives, including the adoption of broader central services
Requirements
- Bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field
- Minimum of 6 years’ experience in financial services industry, investments focus
- CFP, CFA or CIMA a plus
- FINRA Series 65
- Knowledge of financial markets, modern portfolio theory and asset allocation
- Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients
- Ability to create quality written presentations and articles for Advisor and client consumption
- Ability to organize and prioritize workflow and projects
- Detail oriented, highly organized and adaptable
- Experience with Microsoft Office suite
- Ability to travel 10%
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment advisoryinvestment best practiceslegacy asset transitioncomplex investment solutionsfinancial marketsmodern portfolio theoryasset allocationbusiness developmentdue diligenceinvestment proposals
Soft Skills
communication skillspresentation skillsorganizational skillsdetail orientedadaptabilitycollaborationconsultative skillsclient engagementstrategic thinkingeducational skills
Certifications
Bachelor's degreeCFPCFACIMAFINRA Series 65