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Sr. Portfolio Consultant at Wealth Enhancement Group. Location Information: USA. This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.. Role Description. This role involves serving as a Portfolio Consultant within Wealth Enhancement’s Investment and Product groups, driving success for advisors, clients, and internal teams.. Act as a subject matter expert in the comprehensive suite of investment solutions available to WEG clients. . Leverage industry expertise and a client-focused approach to build strong relationships with Advisors. . Deliver tailored support and guidance to enhance Advisor practices. . Develop and present innovative ideas and strategies to advisors and their clients. . Collaborate with stakeholders to craft and share thought leadership on investment and economic topics. . 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 . Ability to create quality written presentations and articles for Advisor and client consumption . Detail oriented, highly organized and adaptable . Experience with Microsoft Office suite . Ability to travel 10% . Requirements. Work closely with Advisor teams, serving as an expert on WEG Investment Advisory Platform . 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 . Serve as an extension of advisor and growth teams to support business development . Create and present investment proposals for High-Net-Worth client opportunities . 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 . 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 . Benefits. 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) . 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)