Sr. Portfolio Consultant (Remote- South Region)

Wealth Enhancement is seeking an experienced Sr. Portfolio Consultant to drive success for advisors, clients, and internal teams. The role requires a subject matter expert in investment solutions, with a focus on building strong relationships with advisors and delivering tailored support and guidance.

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
• CFP, CFA or CIMA a plus
• FINRA Series 65
• Knowledge of financial markets, modern portfolio theory and asset allocation
• Proven written and verbal (presentation) communication skills
• Ability to create quality written presentations and articles
• Ability to organize and prioritize workflow and projects
• Detail oriented, highly organized and adaptable
• Experience with Microsoft Office suite

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA)
• Life and AD&D insurance
• Short-term and long-term disability
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits
• 18 days of paid time off (PTO)
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials