South Region Portfolio ConsultantVirtualVocations • Long Beach, California, United States
South Region Portfolio Consultant
VirtualVocations • Long Beach, California, United States
[job_card.1_day_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Sr. Portfolio Consultant (Remote- South Region).
Key Responsibilities
Manage relationships with advisor teams and provide expert guidance on investment advisory platforms
Support business development efforts and create investment proposals for High-Net-Worth clients
Collaborate with stakeholders to enhance investment platforms and improve client experiences
Required Qualifications
Bachelor's degree in Business, Finance, Economics, or related field
Minimum of 6 years of experience in the financial services industry with an investment focus
CFP, CFA, or CIMA certification is a plus
FINRA Series 65 license
Knowledge of financial markets and asset allocation
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