Portfolio Consulting Analyst

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.

Our Warren, NJ office is looking for a Portfolio Consulting Analyst to partner with Advisor teams to communicate and provide the best investment options to clients. The role will have a focus on sales and service support and delivering educational content to advisors. This a great opportunity on a team focused on growth! (This role has a hybrid work opportunity for 2 days remote.)

The salary target for this role is $75,000.00 - $85,000.00 depending on experience.

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

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

• Attend prospective client sales meetings as an investment strategy partner

• Leverage and customize model portfolios based on client-specific goals and needs

• Partner with Investment Strategies to provide market guidance and portfolio construction assistance

• Produce presentations outlining research, capabilities, WEG viewpoints and product solutions

Collaborate with Investment Strategies to create both customized and general Advisor and client-facing materials to assist teams in the understanding and sales of our solutions. 

• Partner with Investment Strategies to provide education around WEG investment options

• Support Advisors in understanding and effectively communicating WEG’s Advisory value proposition

• Create centralized Investment/financial options sales content, available to Advisors for client events and meetings

• Share Investments best practices and effectively communicate important market and strategy developments proactively

Act as subject matter experts on the broad range of WEG’s client solutions, able to partner with Advisors and existing clients on reviews

• Collaborate with key partner groups such as Advanced Planning and Insurance to effectively propose appropriate solutions outside of the portfolio, as needed

• Perform strategic client reviews, ensuring appropriate implementation by Advisors

• Act as a resource for the Advisor teams regarding portfolio and investment related questions

Education/Qualifications

• Bachelor's degree in Business, Finance, Economics or related field

• CFP, CFA or CIMA a plus

• FINRA Series 7 & 66

• 4+ years’ experience in financial services industry, investments focus

• 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

IND123

#LI-Hybrid

#LI-NR

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 and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

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.