Sr. Portfolio Consultant

Role Description

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

• 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.

Qualifications

• 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%

Requirements

• Work closely with Advisor teams, serving as an expert on WEG Investment Advisory Platform
• 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
• Create and present investment proposals for High-Net-Worth client opportunities
• 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
• 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

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)