Wealth Solutions Consultant
virtual vocationsDenver (CO)
Wealth Solutions Consultant
Posted today
virtual vocationsDenver (CO)
SENIORITY
Senior
About the role
To support financial advisors in enhancing client outcomes, the full-time Wealth Solutions Consultant will drive the adoption of investment solutions, partner with sales teams, and provide consulting expertise remotely or in-person at designated office locations.
Key responsibilities:
Drive the growth and implementation of investment solutions across various client segments
Provide consulting expertise through portfolio reviews and solution design while building trusted relationships with clients
Assist in creating tailored investment proposals and participate in client meetings to explain product features and capabilities
Required qualifications:
Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent experience
1-3+ years of experience in wealth management, investment consulting, or advisor-facing support roles
CFA Level I candidate or above is preferred
Prior experience working with financial advisors is advantageous
Demonstrated relevant experience and skills in the financial services industry
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.