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State Licensed Portfolio Consultant
State Licensed Portfolio ConsultantVirtualVocations • Boise, Idaho, United States
State Licensed Portfolio Consultant

State Licensed Portfolio Consultant

VirtualVocations • Boise, Idaho, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

A company is looking for a Sr. Portfolio Consultant.

Key Responsibilities

Manage relationships with advisor teams, providing guidance and support on investment strategies

Drive organic growth by creating investment proposals and supporting business development efforts

Collaborate on strategic business initiatives to enhance the investment platform and client experience

Required Qualifications

Bachelor's degree in Business, Finance, Economics, or a related field

Minimum of 6 years' experience in the financial services industry with a focus on investments

Certifications such as CFP, CFA, or CIMA are a plus

FINRA Series 65 license required

Strong knowledge of financial markets and asset allocation strategies

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Portfolio Consultant • Boise, Idaho, United States

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