Portfolio Consultant

About Wealth Enhancement Group

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are seeking an experienced Portfolio Consultant. The individual plays an important role within Wealth Enhancement’s Investment and Product groups, driving success for advisors, clients, and internal teams. As a subject matter expert in the comprehensive suite of investment solutions available to WEG clients, this role leverages industry expertise and a client-focused approach to build strong relationships with Advisors. By understanding the unique investment methodologies, the Portfolio Consultant proactively delivers tailored support and guidance to enhance Advisor practices. Focused on growth and delivering exceptional outcomes, this position develops and presents innovative ideas and strategies to advisors and their clients. Additionally, the Portfolio Consultant collaborates with stakeholders to craft and share thought leadership on investment and economic topics, both within the firm and across external audiences. (This is a remote work opportunity)

The salary target for this role is $155,000.00 - $175,000.00 depending on experience; this role is also eligible for our corporate bonus.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. 

Primary Job Functions

Relationship Management – Trusted Partner to Advisor Teams

Work closely with our Advisor teams, serving as an expert on WEG Investment Advisory Platform, providing guidance, education, and recommendations.

• Proactively consult and engage advisor teams

• Support and optimize investment best practices

• Educate advisors on platform and products

• Develop strategies for transitioning legacy assets

• Incorporate centralized solutions into holistic advisor guidance where appropriate

Support and Drive Organic Growth

Serve as an extension of advisor and growth teams to support business development, improve close rates and net flows.

• Create and present investment proposals for High-Net-Worth client opportunities

• Support research and proposal tools for Advisors to implement

• Advise on the implementation of complex investment solutions (Alternatives, Options, etc)

• Engage with end-clients via seminars, webinars, and prospective client meetings

• Create investment collateral to articulate market perspectives and centrally managed solutions

• Collaborate with marketing teams to boost national presence through media channels

Strategic Business Initiatives

Collaborate across WEG with various stakeholders to enhance our platform, improve client experience, and ensure our centralized solutions are a competitive advantage for our advisors.

• Partner with Investment Strategy Team on research and implementation of centrally managed investment solutions

• Research and contribute towards continued development of the investment platform

• Support business development through due diligence of target firms

• Work with other businesses to support firm objectives, including the adoption of broader central services

Education/Qualifications

• Bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field

• Minimum of 6 years’ experience in financial services industry, investments focus

• CFP, CFA or CIMA a plus

• FINRA Series 65

• Knowledge of financial markets, modern portfolio theory and asset allocation

• Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients

• Ability to create quality written presentations and articles for Advisor and client consumption

• Ability to organize and prioritize workflow and projects

• Detail oriented, highly organized and adaptable

• Experience with Microsoft Office suite

• Ability to travel 10%

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.