FINRA Series 65 Portfolio Consultant

Job Summary

A company is looking for a Sr. Portfolio Consultant, primarily responsible for supporting advisors and driving growth within the investment advisory platform.

Key Responsibilities

• Manage relationships with advisor teams, providing guidance and education on investment solutions
• Support business development efforts and engage with clients through seminars and proposals
• Collaborate with stakeholders to enhance the investment platform 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 a focus on investments
• CFP, CFA, or CIMA certification preferred
• FINRA Series 65 required
• Strong knowledge of financial markets and asset allocation principles