VirtualVocations
via Talent.com
South Region Portfolio Consultant
Compensation
$Not specified
Responsibilities
Manage relationships with advisor teams, support business development, and collaborate to improve investment platforms.
Requirements
Bachelor's in Business, Finance, or related field, with at least 6 years of experience in financial services, and FINRA Series 65 license.
Full 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
This job posting was last updated on 12/15/2025
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