To support financial advisors in enhancing client outcomes, the full-time Wealth Solutions Consultant will drive the adoption of investment solutions, partner with sales teams, and provide consulting expertise remotely or in-person at designated office locations. Key responsibilities Drive the growth and implementation of investment solutions across various client segments Provide consulting expertise through portfolio reviews and solution design while building trusted relationships with clients Assist in creating tailored investment proposals and participate in client meetings to explain product features and capabilities Required qualifications Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent experience 1-3+ years of experience in wealth management, investment consulting, or advisor-facing support roles CFA Level I candidate or above is preferred Prior experience working with financial advisors is advantageous Demonstrated relevant experience and skills in the financial services industry
Wealth Solutions Consultant in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.