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Role Description
This role involves serving as a Portfolio Consultant within Wealth Enhancement’s Investment and Product groups, driving success for advisors, clients, and internal teams.
- Act as a subject matter expert in the comprehensive suite of investment solutions available to WEG clients.
- Leverage industry expertise and a client-focused approach to build strong relationships with Advisors.
- Deliver tailored support and guidance to enhance Advisor practices.
- Develop and present innovative ideas and strategies to advisors and their clients.
- Collaborate with stakeholders to craft and share thought leadership on investment and economic topics.
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
- Ability to create quality written presentations and articles for Advisor and client consumption
- Detail oriented, highly organized and adaptable
- Experience with Microsoft Office suite
- Ability to travel 10%
Requirements
- Work closely with Advisor teams, serving as an expert on WEG Investment Advisory Platform
- 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
- Serve as an extension of advisor and growth teams to support business development
- Create and present investment proposals for High-Net-Worth client opportunities
- 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
- 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
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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