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Portfolio Consultant
Location
New York
Posted
165 days ago
Salary
$155K - $175K / year
Seniority
Senior
Job Description
Portfolio Consultant
Wealth Enhancement Group
• 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
Job 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)
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