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FINRA Series 65 Portfolio Consultant
A company is looking for a Portfolio Consultant (Remote). Key Responsibilities Manage relationships with advisor teams, providing guidance and education on investment advisory platforms Support business development by creating investment proposals and engaging with end-clients Collaborate with stakeholders to enhance the investment platform and improve client experience Required Qualifications Bachelor's degree in Business, Finance, Economics, or related field Minimum of 6 years' experience in the financial services industry with an investment focus Certifications such as CFP, CFA, or CIMA are a plus FINRA Series 65 required Knowledge of financial markets, modern portfolio theory, and asset allocation
A company is looking for a Portfolio Consultant (Remote).
Key Responsibilities
Manage relationships with advisor teams, providing guidance and education on investment advisory platforms
Support business development by creating investment proposals and engaging with end-clients
Collaborate with stakeholders to enhance the investment platform and improve client experience
Required Qualifications
Bachelor's degree in Business, Finance, Economics, or related field
Minimum of 6 years' experience in the financial services industry with an investment focus
Certifications such as CFP, CFA, or CIMA are a plus
FINRA Series 65 required
Knowledge of financial markets, modern portfolio theory, and asset allocation