Senior Portfolio Consultant - Remote

Overview

Wealth Enhancement is seeking an experienced Senior Portfolio Consultant to drive success for advisors and clients through tailored investment solutions and relationship management.

In Short

• Serve as a trusted partner to advisor teams.
• Provide guidance on investment advisory platforms.
• Support business development and organic growth.
• Create and present investment proposals.
• Collaborate with marketing to enhance national presence.
• Engage with clients through seminars and webinars.
• Research and develop investment strategies.
• Educate advisors on financial products.
• Contribute to thought leadership within the firm.
• Work remotely, primarily within the Eastern Time Zone.

Requirements

• Bachelor's degree in Business, Finance, or related field.
• Minimum 6 years of experience in financial services.
• CFP, CFA, or CIMA designation is a plus.
• Knowledge of financial markets and asset allocation.
• Strong communication and presentation skills.
• Ability to create quality written materials.
• Detail-oriented and highly organized.
• Experience with Microsoft Office Suite.
• Willingness to travel 10% of the time.

Benefits

• Comprehensive health coverage for employees and families.
• 401k with match and profit sharing.
• 18 days of paid time off (PTO) annually.
• 12 paid holidays each year.
• Tuition and licensing reimbursement.
• Wellness programs and resources.
• Paid parental and caregiver leave.
• Life and disability insurance options.
• Professional development opportunities.
• Voluntary benefits including pet insurance.