Sr. Portfolio Consultant

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are seeking an experienced Portfolio Consultant. The individual plays an important role within Wealth Enhancement’s Investment and Product groups, driving success for advisors, clients, and internal teams. As a subject matter expert in the comprehensive suite of investment solutions available to WEG clients, this role leverages industry expertise and a client-focused approach to build strong relationships with Advisors. By understanding the unique investment methodologies, the Portfolio Consultant proactively delivers tailored support and guidance to enhance Advisor practices. Focused on growth and delivering exceptional outcomes, this position develops and presents innovative ideas and strategies to advisors and their clients. Additionally, the Portfolio Consultant collaborates with stakeholders to craft and share thought leadership on investment and economic topics, both within the firm and across external audiences. (This is a remote work opportunity open to candidates that reside in Eastern Time Zone only).

In the spirit of pay transparency, we are excited to share the base salary range for this position is $155,000.00 - $175,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.

Primary Job Functions

Relationship Management – Trusted Partner to Advisor Teams

Work closely with our Advisor teams, serving as an expert on WEG Investment Advisory Platform, providing guidance, education, and recommendations.

• Proactively consult and engage advisor teams

• Support and optimize investment best practices

• Educate advisors on platform and products

• Develop strategies for transitioning legacy assets

• Incorporate centralized solutions into holistic advisor guidance where appropriate

Support and Drive Organic Growth

Serve as an extension of advisor and growth teams to support business development, improve close rates and net flows.

• Create and present investment proposals for High-Net-Worth client opportunities

• Support research and proposal tools for Advisors to implement

• Advise on the implementation of complex investment solutions (Alternatives, Options, etc)

• Engage with end-clients via seminars, webinars, and prospective client meetings

• Create investment collateral to articulate market perspectives and centrally managed solutions

• Collaborate with marketing teams to boost national presence through media channels

Strategic Business Initiatives

Collaborate across WEG with various stakeholders to enhance our platform, improve client experience, and ensure our centralized solutions are a competitive advantage for our advisors.

• Partner with Investment Strategy Team on research and implementation of centrally managed investment solutions

• Research and contribute towards continued development of the investment platform

• Support business development through due diligence of target firms

• Work with other businesses to support firm objectives, including the adoption of broader central services

Education/Qualifications

• 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 with the ability to successfully interact with people at all levels of the organization and clients

• Ability to create quality written presentations and articles for Advisor and client consumption

• Ability to organize and prioritize workflow and projects

• Detail or