Supporting the administration and growth of investment solutions, the full-time remote Investment Solutions Consultant will serve as a key resource for Financial Professionals and internal partners, focusing on mutual funds, ETFs, and other investment products. Key responsibilities: Partner with Financial Professionals to provide education, guidance, and support on investment solutions Manage strategic asset manager relationships and coordinate business development initiatives Lead cross-functional projects, ensuring timely execution and stakeholder coordination Required qualifications: BS degree in business administration, finance, risk management, or a related field Series 7 and 66 licenses, or ability to obtain within 6 months Experience with investment products, particularly mutual funds and ETFs Strong relationship-building skills with Financial Professionals Exceptional attention to detail and commitment to regulatory compliance
Investment Solutions Consultant in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.