Portfolio Consultant, Wealth Management

RIA / Internal Investment resource for advisors and their clients

This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $150,000 - $225,000 per year

A bit about us:

We’re a growing wealth management firm with a planning-first approach and a people-first culture. We help clients connect their financial decisions to what matters most in their lives and support our advisors with the resources, expertise, and collaboration to deliver thoughtful advice.

Why join us?

Make a meaningful impact as a trusted investment resource for advisor teams.

Work closely with investment partners across traditional, alternative, and private market strategies.

Join a supportive team that values humility, initiative, and strong relationships.

Continue growing through education and professional development.

Enjoy health, dental, vision, 401(k), life and disability insurance, paid vacation, and holidays.

Job Details

You’ll bridge investment expertise and advisor execution, helping teams understand investment solutions, build portfolios, and navigate client conversations with confidence. This role combines technical depth with clear communication and a collaborative, service-oriented approach.

What You’ll Do:
Support advisors with portfolio construction, asset allocation, model portfolios, and implementation.
Help teams evaluate where alternatives and private market investments fit within client portfolios.
Participate in client conversations, proposals, and portfolio reviews, particularly for high-net-worth relationships.
Turn market insights and investment updates into clear presentations, training, and practical resources.
Partner with investment and marketing teams on client materials and business development support.
Stay current on markets and identify ways to improve advisor education, communication, and workflows.

What You Bring:
5+ years in wealth management, investment consulting, portfolio analysis, OCIO support, or a related role.
Strong knowledge of portfolio construction and investment vehicles, including ETFs, mutual funds, SMAs, and model portfolios.
Deep experience with alternatives and private markets, including private equity, private credit, hedge funds, structured solutions, and related operational workflows.
The ability to explain complex concepts clearly and build trust with advisors and colleagues.
Strong organization, attention to detail, and sound judgment when balancing priorities.

CFA, CIMA, CAIA, or CFP designation preferred or in progress; independent RIA experience, tax-aware investing knowledge, and mentoring experience are additional pluses.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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