Portfolio Consultant III, Series 65 Licensed
Virtual Vocations Inc
Driving investment management services for Wealth Advisors, the full-time remote Portfolio Consultant III, Series 65 Licensed will consult on portfolio strategy, ensure accurate investment implementations, and support the firm's growth by developing deliverables for prospective clients. Key responsibilities Consult with Wealth Advisors on portfolio strategy and objectives, ensuring effective communication of investment philosophies Manage and audit portfolio implementations to meet service level agreements while providing training and support to new Portfolio Consultants Collaborate with various departments to improve processes and deliver exceptional service to Wealth Advisor teams Required qualifications Bachelor's degree from an accredited institution, preferably in Business, Economics, Psychology, or Finance CFP and/or Series 65 required; CFA or advanced degree preferred Minimum of 3 years of financial industry-related experience Working knowledge of Orion and Morningstar preferred Advanced knowledge of MS Excel, including data analytics
Vacancy posted 5 days ago
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