Senior Portfolio Consultant

at  Wealth Enhancement Group

About Wealth Enhancement Group
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 61,000 households from our over 100 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 Senior Portfolio Consultant. This individual will be focused partnering to provide investment strategies to support our Advisor teams. We are looking for someone with a high level of expertise and knowledge to enhance our relationships with our clients who have complex service and investment needs.
The salary target for this role is $180,000.00 – $200,000.00 this position is eligible for an annual/team bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Support Advisors in providing the best possible investment options to clients

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

• Attend prospective client sales meetings as an investment strategy partner
• Leverage and customize model portfolios based on client-specific goals and needs
• Partner with Investment Strategies to provide market guidance and portfolio construction assistance
• Produce presentations outlining research, capabilities, WEG viewpoints and product solutions

Develop and deliver educational content for Advisors

Collaborate with Investment Strategies to create both customized and general Advisor and client-facing materials to assist teams in the understanding and sales of our solutions.

• Partner with Investment Strategies to provide education around WEG investment options
• Support Advisors in understanding and effectively communicating WEG’s Advisory value proposition
• Create centralized Investment sales content, available to Advisors for client events and meetings
• Share Investment best practices and effectively communicate important market and strategy developments proactively
• Service existing client portfolios

Act as subject matter experts on the broad range of WEG’s client solutions, able to partner with Advisors and existing clients on reviews

• Collaborate with key partner groups such as Advanced Planning and Insurance to effectively propose appropriate solutions outside of the portfolio, as needed
• Perform strategic client reviews, ensuring appropriate implementation by Advisors
• Act as a resource for the Advisor teams regarding portfolio and investment related questions

Education/Qualifications

• Bachelor’s degree in Business, Finance, Economics or related field
• CFP, CFA or CIMA a plus
• FINRA Series 7 & 66
• 7+ years’ experience in financial services industry, investments focus
• 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 oriented, highly-organized and adaptable
• Experience with Microsoft Office suite

Please refer the Job description for details