State Licensed Portfolio ConsultantVirtualVocations • Laredo, Texas, United States
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State Licensed Portfolio Consultant
VirtualVocations • Laredo, Texas, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [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 • Laredo, Texas, United States
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