FINRA Series 65 Portfolio Consultant
Company: VirtualVocations
Location: Salem
Posted on: March 22, 2025
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Job Description:
A company is looking for a Portfolio Consultant (Remote).
Key Responsibilities
Manage relationships with advisor teams, providing guidance and
education on investment advisory platforms
Support business development by creating investment proposals and
engaging with end-clients
Collaborate with stakeholders to enhance the investment platform
and improve client experience
Required Qualifications
Bachelor's degree in Business, Finance, Economics, or related
field
Minimum of 6 years' experience in the financial services industry
with an investment focus
Certifications such as CFP, CFA, or CIMA are a plus
FINRA Series 65 required
Knowledge of financial markets, modern portfolio theory, and asset
allocation
Keywords: VirtualVocations, Salem , FINRA Series 65 Portfolio Consultant, Professions , Salem, Oregon
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