Portfolio Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead investment management services for Wealth Advisors.

• Act as the primary contact for investment and portfolio management.

• Advise Advisors on portfolio strategies and objectives.

• Ensure precise execution of investment implementations.

• Assist newly integrated firms in adapting to the investment platform and models.

• Create investment deliverables for potential clients to foster organic growth.

• Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading teams.

• Articulate investment philosophy and the available investment strategies.

• Provide proactive and timely updates regarding portfolio implementations.

• Implement investment strategies and solutions for Wealth Advisor Teams.

• Conduct presentations on investment-related topics.

• Mentor new Portfolio Consultants in enhancing their investment platform skills.

• Utilize knowledge of capital markets along with portfolio design and management.

• Align Advisor implementation goals with suitable investment strategies.

• Handle intricate investment vehicles, models, and platforms, encompassing both public and private markets.

• Draft, support, and review analytics, proposals, and deliverables.

• Address portfolio inquiries and facilitate process enhancements.

• Oversee standardized workflows and investment procedures.

• Manage multiple portfolio implementations to fulfill or surpass Service Level Agreements.

• Review implementations against target portfolio objectives.

• Conduct training sessions for new hires.

⛳️ Requirements

• Bachelor’s degree from an accredited institution is preferred, ideally in Business, Economics, Psychology, or Finance-related fields.

• CFP® and/or Series 65 certification is required.

• CFA or advanced degree is preferred.

• A minimum of 3 years of experience in the financial industry is necessary.

• Familiarity with Orion and Morningstar is preferred.

• Advanced proficiency in MS Excel, including advanced data analytics, is preferred.

• Strong problem-solving skills and experience.

• Exceptional analytical and organizational abilities.

• Strong written and verbal communication skills, with a highly collaborative approach.

• Organized and detail-oriented.

• Capability to manage and prioritize multiple tasks effectively.

• Availability during standard business hours (Monday-Friday, 8AM-5PM), with occasional early or late hours.

• A dedicated home office workspace free from interruptions or a professional office environment.

• Willingness to travel up to 10% of the time.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plans, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off program for vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits leveraging company-paid STD, supplemental STD, and Parental Leave.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services.

• 401(k) Retirement Plan featuring Traditional and Roth plans, per-pay-period match, and after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance at preferred employee pricing.

• Eligibility for incentive compensation.