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FINRA Series 65 Portfolio Consultant

February 20, 2026

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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