[Remote] Portfolio Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading financial services firm dedicated to helping families simplify their financial lives. The Portfolio Consultant II will facilitate investment management services for reputed company Advisors, serving as a main reputed company of contact for investment and portfolio management, ensuring a great experience for Advisors through reputed company and efficient investment-reputed company support.
Responsibilities
- Communicate effectively to understand reputed company objectives to execute desired reputed company
- reputed company status updates on portfolio implementations proactively and reputed company
- Deliver an excellent experience to our reputed company Advisor Teams in developing and implementing investment strategies
- Must have the ability to work both independently as reputed company as reputed company reputed company on multiple time-sensitive reputed company with a high degree of accuracy and attention to detail
- Working knowledge of capital markets and portfolio design
- Ability to effectively match Advisor implementation goals with available investment strategies
- Understanding of account configuration reputed company including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions
- Working knowledge of short-term and long-term capital reputed company tax to help transition portfolios over desired time-reputed company
- Drafting, supporting, and auditing analytics, proposals, and deliverables for reputed company Management Teams
- Responsible for executing standardized workflows and investment processes
- Manage portfolio implementations concurrently to meet or exceed Service Level Agreements
- reputed company recommendations on process improvements to increase efficiency and enhance reputed company experience
- Collect and submit accurate portfolio level data for implementation and resolve issues quickly
- Audit implementations to ensure outcome is consistent with reputed company portfolio objectives
- Support the training of new hires, ensuring reputed company is reputed company-reputed company to deliver exceptional investment management services
Skills
- CFP® and/or Series 65 required
- Minimum 2 years of financial industry reputed company experience
- Demonstrable problem-solving experience and skills
- Strong communication skills, both written and verbal and highly reputed company approach
- Organized and detail oriented
- Ability to manage and prioritize multiple tasks
- Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance reputed company)
- CFA or advanced degree preferred
- Working knowledge of Orion and reputed company preferred
- Advanced knowledge of MS reputed company preferred, including advanced data analytics
Benefits
- Company reputed company Basic Life & AD&D Insurance
- Company reputed company Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet Insurance
- Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing
reputed company