California Licensed Portfolio Consultant - Spokane Washington

Company: VirtualVocations
Location: Spokane, Washington
Posted On: 01/30/2025

A company is looking for a Portfolio Solutions Consultant.



Key Responsibilities

Provide portfolio construction support to intermediary clients using the managed account platform
Assist intermediaries in developing UMA solutions within predefined investment parameters
Coordinate with the distribution team to engage intermediary partners and deliver impactful portfolio recommendations


Required Qualifications

Bachelor's degree required; MBA and CFA preferred
Series 7, 63, 65/66 required or to be obtained within 90 days of hire
3-10 years of institutional investment consulting experience
Experience with various asset management product delivery formats preferred
Familiarity with Envestnet, UMA, SMA, and FSP preferred More...

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