Investment Consultant - Portfolio Manager Specialist

What you’d do

Support Financial Advisors in analyzing portfolios and building discretionary investment strategies through the firm's Portfolio Management program. Lead client meetings on investment strategy, manage prospecting, and rebalance holdings as needed. Full time. Found on the employer's careers page on Oct 9, 2026. Apply through the link.

You’ll need

• Bachelor's degree or comparable professional certification
• 10+ years of relevant work experience preferred
• Portfolio management and asset allocation skills
• Client-facing investment advisory experience