Portfolio Consultant - Remote

Overview

This role involves serving as a Portfolio Consultant within Wealth Enhancement’s Investment and Product groups, driving success for advisors, clients, and internal teams.

In Short

• 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.

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.
• 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%.

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).