Series 65 Portfolio Consultant

Series 65 Portfolio Consultant, this full-time role involves driving investment management services for Wealth Advisors, consulting on portfolio strategy, and ensuring accurate investment implementations. Key Responsibilities Consult with Wealth Advisors on portfolio strategy and objectives Manage and audit portfolio implementations to meet target objectives Develop investment deliverables for prospective clients and support new Portfolio Consultants Required Qualifications Bachelor's degree from an accredited institution preferred (Business, Economics, Psychology, or Finance related) CFP and/or Series 65 required CFA or advanced degree preferred Minimum 3 years of financial industry related experience Working knowledge of Envestnet, Orion, and Morningstar preferred