Wealth Solutions Consultant
virtual vocationsDenver, CO
Wealth Solutions Consultant
virtual vocationsDenver, COSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting Services
APPLY NOW (opens in a new tab)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
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Level
Senior L5
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today