Sr. Portfolio Consultant

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves serving as a Portfolio Consultant within Wealth Enhancement’s Investment and Product groups, driving success for advisors, clients, and internal teams. Act as a subject matter expert in the comprehensive suite of investment solutions available to WEG clients. Leverage industry expertise and a client-focused approach to build strong relationships with Advisors. Deliver tailored support and guidance to enhance Advisor practices. Develop and present innovative ideas and strategies to advisors and their clients. Collaborate with stakeholders to craft and share thought leadership on investment and economic topics. Qualifications 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 Ability to create quality written presentations and articles for Advisor and client consumption Detail oriented, highly organized and adaptable Experience with Microsoft Office suite Ability to travel 10% Requirements Work closely with Advisor teams, serving as an expert on WEG Investment Advisory Platform 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 Create and present investment proposals for High-Net-Worth client opportunities 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 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 Benefits Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) 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) Apply To This Job