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Portfolio Consultant
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Full-time
- We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.
- And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.
- Job Summary:The Portfolio Consultant will drive investment management services for Wealth Advisors.
- The role serves as the primary point of contact for Wealth Management for investment and portfolio management.
- This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management.
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