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Portfolio Consultant with FINRA Series 65
A company is looking for a Portfolio Consultant (Remote). Key Responsibilities Manage relationships with advisor teams, providing guidance and education on investment platforms Support business development and organic growth by creating investment proposals and engaging with clients Collaborate with stakeholders to enhance investment solutions and improve client experiences 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 license required Knowledge of financial markets and modern portfolio theory
A company is looking for a Portfolio Consultant (Remote).
Key Responsibilities
Manage relationships with advisor teams, providing guidance and education on investment platforms
Support business development and organic growth by creating investment proposals and engaging with clients
Collaborate with stakeholders to enhance investment solutions and improve client experiences
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 license required
Knowledge of financial markets and modern portfolio theory
