Sr. Portfolio Consultant

Join Our Team as a Portfolio Consultant & Empower Financial Advisors

Are you passionate about empowering financial advisors and driving success for their clients? Wealth Enhancement Group is seeking a talented and driven Portfolio Consultant to join our Investment and Product groups. In this pivotal role, you’ll be a key resource, providing expert guidance and support to our advisors, helping them deliver exceptional investment solutions.

What You’ll Do: Your Impact

• Become a subject matter expert on our diverse range of investment solutions, understanding how they benefit WEG clients.
• Forge strong, collaborative relationships with Advisors, leveraging your industry knowledge and client-centric mindset.
• Provide customized support and actionable guidance to enhance Advisor practices and improve client outcomes.
• Develop and present innovative investment strategies and insights to both advisors and their clients.
• Collaborate with internal stakeholders to create and share insightful thought leadership on timely investment and economic trends.
• Work closely with advisor teams to provide expert guidance on WEG Investment Advisory Platform.
• Proactively consult and engage advisor teams to enhance client outcomes.
• Support and optimize investment best practices to empower clients.
• Educate advisors on investment platform and products to enhance understanding.
• Develop strategies for transitioning legacy assets to enhance platform management.
• Incorporate centralized solutions into holistic advisor guidance to streamline approach.
• Serve as an extension of advisor and growth teams to support business development by helping advisors and their clients meet long term goals.
• Create and present investment proposals for High-Net-Worth client opportunities.
• Engage with end-clients via seminars, webinars, and prospective client meetings to enhance client education.
• Create investment collateral to articulate market perspectives and centrally managed solutions.
• Collaborate with marketing teams to boost national presence through media channels to increase company reach.
• Partner with Investment Strategy Team on research and implementation of centrally managed investment solutions for advisors.
• Research and contribute towards continued development of the investment platform.
• Support business development through due diligence of target firms to enhance the client base.

What You’ll Bring: Your Expertise

We are looking for a dedicated professional with a strong understanding of the financial services industry and a passion for helping others succeed.

• Bachelor’s degree in Business, Finance, Economics, or a related field (or equivalent experience).
• Minimum of 6 years of experience in the financial services industry, with a focus on investments.
• CFP, CFA, or CIMA designation is a plus.
• FINRA Series 65 license required.
• Deep knowledge of financial markets, modern portfolio theory, and asset allocation principles.
• Exceptional written and verbal communication skills, including presentation experience.
• Ability to craft compelling presentations and articles for Advisor and client consumption.
• Highly detail-oriented, organized, and adaptable to changing priorities.
• Proficient in Microsoft Office Suite.
• Willingness to travel approximately 10% of the time.

Why Join Us? Our Benefits

We believe in investing in our employees and providing a supportive environment where you can thrive. We offer a comprehensive benefits package, including:

• Extensive training and professional development opportunities to help you grow your career.
• Comprehensive medical, dental, and vision coverage for you and your family.
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA).
• Employer-paid Life and AD&D insurance, with voluntary options available.
• Employer-paid Short-term and long-term disability, and workers’ compensation.
• 401k plan with company match and profit sharing to help you plan for the future.
• Wellness programs and resources to support your physical and mental well-being.
• Voluntary benefits, including pet insurance, to meet your individual needs.
• Generous paid time off (PTO) policy, starting with 18 days annually and increasing to 25 days after 4 years of service.
• 12 paid holidays each year, including 10 pre-determined and 2 floating days.
• Paid parental leave and paid caregiver leave (available after 6 months of tenure).
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements).