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FINRA Series Portfolio Consultant
Job in
El Paso, El Paso County, Texas, 88568, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A company is looking for a Portfolio Consultant who will play a key role in driving success for advisors and clients through investment solutions.
Key Responsibilities Manage relationships with advisor teams and provide expert guidance on investment advisory platforms Support business development and organic growth through investment proposals and client engagement Collaborate with stakeholders to enhance the investment platform and improve client experience
Required Qualifications Bachelor's degree (or equivalent experience) in Business, Finance, Economics, or related field Minimum of 6 years of experience in the financial services industry with an investment focus CFP, CFA, or CIMA designation is a plus FINRA Series 65 license Knowledge of financial markets, modern portfolio theory, and asset allocation
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