Portfolio Consultant

March 22

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Wealth Enhancement Group

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In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

📋 Description

• Seeking an experienced Portfolio Consultant to drive success for advisors, clients, and internal teams • Role leverages industry expertise to build strong relationships with Advisors • Develop and present innovative ideas and strategies to advisors and their clients • Collaborates on thought leadership in 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 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 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)