Full-Time Sr. Portfolio Consultant

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.
• 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.

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.

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