Job Description
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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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