Wealth Enhancement is seeking an experienced Sr. Portfolio Consultant to drive success for advisors, clients, and internal teams. The role requires a subject matter expert in investment solutions, with a focus on building strong relationships with advisors and delivering tailored support and guidance.
Requirements
- 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
- Ability to organize and prioritize workflow and projects
- Detail oriented, highly organized and adaptable
- Experience with Microsoft Office suite
Benefits
- Training and professional development
- Medical, dental and vision coverage
- Health Savings Account (HSA) with employer contribution
- Flexible Spending Accounts (FSA)
- Life and AD&D insurance
- Short-term and long-term disability
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits
- 18 days of paid time off (PTO)
- 12 paid holidays each year
- Paid parental leave and paid caregiver leave
- Reimbursement for tuition, licensing, and other credentials
