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Wealth Enhancement · 11 hours ago

Sr. Portfolio Consultant

United States

Full-time

Hybrid

Senior Level

$155K/yr - $175K/yr

6+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. The Sr. Portfolio Consultant will play a crucial role in driving success for advisors and clients by leveraging industry expertise to provide tailored support and innovative strategies, while also collaborating with stakeholders to enhance investment solutions.

Financial ServicesRisk ManagementWealth Management

Hiring Manager

Nicole Rusling, PRC

Responsibilities

Work closely with our Advisor teams, serving as an expert on WEG Investment Advisory Platform, providing guidance, education, and recommendations

Proactively consult and engage advisor teams

Support and optimize investment best practices

Educate advisors on platform and products

Develop strategies for transitioning legacy assets

Incorporate centralized solutions into holistic advisor guidance where appropriate

Serve as an extension of advisor and growth teams to support business development, improve close rates and net flows

Create and present investment proposals for High-Net-Worth client opportunities

Support research and proposal tools for Advisors to implement

Advise on the implementation of complex investment solutions (Alternatives, Options, etc)

Engage with end-clients via seminars, webinars, and prospective client meetings

Create investment collateral to articulate market perspectives and centrally managed solutions

Collaborate with marketing teams to boost national presence through media channels

Collaborate across WEG with various stakeholders to enhance our platform, improve client experience, and ensure our centralized solutions are a competitive advantage for our advisors

Partner with Investment Strategy Team on research and implementation of centrally managed investment solutions

Research and contribute towards continued development of the investment platform

Support business development through due diligence of target firms

Work with other businesses to support firm objectives, including the adoption of broader central services

Qualification

Financial services experienceCFPCFACIMAFINRA Series 65Financial marketsModern portfolio theoryAsset allocationMicrosoft Office proficiencyWritten communication skillsVerbal communication skillsOrganizational skills

Required

Bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field

Minimum of 6 years' experience in financial services industry, investments focus

FINRA Series 65

Knowledge of financial markets, modern portfolio theory and asset allocation

Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients

Ability to create quality written presentations and articles for Advisor and client consumption

Ability to organize and prioritize workflow and projects

Detail oriented, highly organized and adaptable

Experience with Microsoft Office suite

Ability to travel 10%

Preferred

CFP, CFA or CIMA a plus

Benefits

Training and professional development

Medical, dental and vision coverage (Available to full-time employees and their families)

Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

Life and AD&D insurance – employer paid and voluntary options

Short-term and long-term disability, workers compensation – employer paid

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits, including pet insurance

18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees