Portfolio Consulting Analyst
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
Wealth Enhancement Group is seeking a Portfolio Consulting Analyst to join our Warren, NJ office. This role is pivotal in partnering with Advisor teams to communicate and provide the best investment options to clients. The Portfolio Consulting Analyst will focus on sales and service support, delivering educational content to advisors, and ensuring that our clients receive tailored investment strategies that align with their financial goals. This position offers a hybrid work opportunity, allowing for two days of remote work each week, which supports a balanced work-life environment. In this role, you will work closely with Advisor teams, serving as an expert on Wealth Enhancement Group's offerings. You will provide guidance, education, and recommendations to ensure that advisors can effectively communicate the value of our services to clients. Your responsibilities will include attending prospective client sales meetings as an investment strategy partner, leveraging and customizing model portfolios based on client-specific goals, and collaborating with Investment Strategies to provide market guidance and portfolio construction assistance. Additionally, you will produce presentations that outline research, capabilities, and product solutions, and create both customized and general materials to assist teams in understanding and selling our solutions. You will also support advisors in understanding and effectively communicating Wealth Enhancement Group's Advisory value proposition, share investment best practices, and proactively communicate important market and strategy developments. This role requires a detail-oriented and highly organized individual who can manage multiple projects and prioritize workflow effectively.
