Title: Investment Portfolio Consultant
Reporting to: Director of Product Research and Strategy
Location: Lenexa, KS- Onsite
Overview:
Our investment team is expanding! We're looking for a skilled investment professional with deep experience in investment research and a strong foundation in asset allocation and portfolio management. The ideal candidate will bring a particular expertise in ETFs, mutual funds, and other pooled investment vehicles. As an Investment Portfolio Consultant in our Investment Consulting Group-a new service within our Wealth Management platform-you'll deliver data-driven insights and consultative support to advisors managing their own portfolios.
In this role, you'll work closely with financial advisors, offering tailored consultation and analysis, assisting with model design, asset allocation, and manager selection. You'll work with a dedicated group of advisors - providing timely, insightful reporting, and acting as a subject matter expert across diverse asset classes and industry trends. Your contributions will support our advisors in their mission to secure comfortable retirements for the families they serve.
This role is based exclusively onsite in our Lenexa, KS office. Please note that the company does not offer sponsorship opportunities.
What you'll do:
- Collaborate with the sales team to identify advisors who would benefit from the Investment Consulting Group's expertise
- Gather information from advisors to understand their current models and investment philosophies
- Help advisors develop and document their own investment philosophies and establish benchmarks
- Identify opportunities to incorporate existing platform products or direct indexing solutions
- Act as the primary consultant for designated advisors, providing tailored support and guidance
- Deliver monthly and quarterly reporting, analysis and recommendations to advisors
- Participate and contribute to regular meetings about macro-economic trends and portfolio positioning, and apply to advisor models as appropriate
- Occasionally present investment models to end client, offering insight and addressing questions
- Educate advisors on model strategies through verbal and written materials
Experience you'll bring:
- 3-5 years' experience in an investment focused role
- CFA charterholder strongly preferred, or equivalent working experience
- Experience with manager selection (both passive and active strategies) as investment options across various account types
- Thorough understanding of key investment concepts, such as Modern Portfolio Theory, and their real-world application
- Analytical mindset, ability to tell a story through data
- Experience with research software (Morningstar Direct, Fact Set)
- Skilled and confident communicator; professional and articulate in written and verbal communication
- Ability to translate complex investment concepts into clear explanations for audiences with varying levels of investment knowledge and experience
Bonus Points:
- CIMA or CIPM designation
- Bachelor's degree in finance or a similar field
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
401(k)
Dec 07, 2024 