About Wealth Enhancement
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 80,000 households from our over 140 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 Sr. 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 open to candidates that reside in South Region only).
In the spirit of pay transparency, we are excited to share the base salary range for this position is $155,000.00 - $175,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.
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%
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Lead level is $132,000 to $198,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
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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 be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time 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.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
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