Portfolio Consultant

Wealth Enhancement Group

1d•$155,000 - $175,000•Remote

About The Position

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We are seeking an experienced Portfolio Consultant. The individual plays an important role within Wealth Enhancement’s Investment and Product groups, driving success for advisors, clients, and internal teams. As a subject matter expert in the comprehensive suite of investment solutions available to WEG clients, this role leverages industry expertise and a client-focused approach to build strong relationships with Advisors. By understanding the unique investment methodologies, the Portfolio Consultant proactively delivers tailored support and guidance to enhance Advisor practices. Focused on growth and delivering exceptional outcomes, this position develops and presents innovative ideas and strategies to advisors and their clients. Additionally, the Portfolio Consultant collaborates with stakeholders to craft and share thought leadership on investment and economic topics, both within the firm and across external audiences. (This is a remote work opportunity open to candidates that reside in Eastern Time Zone only). In the spirit of pay transparency, we are excited to share the base salary range for this position is $155,000.00 - $175,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.

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
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%

Nice To Haves

CFP, CFA or CIMA a plus

Responsibilities

Relationship Management – Trusted Partner to Advisor Teams 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
Support and Drive Organic Growth 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
Strategic Business Initiatives 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

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)