Chief Investment Strategist

At our organization, we are seeking a seasoned Financial Consultant to join our team. This role plays a pivotal part in driving success for advisors, clients, and internal teams.

This individual will serve as an expert on our comprehensive suite of investment solutions, leveraging industry expertise and a client-focused approach to build strong relationships with Advisors. By understanding unique investment methodologies, the Financial Consultant proactively delivers tailored support and guidance to enhance Advisor practices.

The ideal candidate will have a Bachelor's degree in Business, Finance, Economics or related field and minimum 6 years' experience in financial services industry, investments focus. CFP, CFA or CIMA is a plus, along with FINRA Series 65 certification.

• Relationship Management – Trusted Partner to Advisor Teams
• Work closely with our Advisor teams, serving as an expert on our Investment Advisory Platform, providing guidance, education, and recommendations.

The successful candidate will have knowledge of financial markets, modern portfolio theory and asset allocation, as well as proven written and verbal communication skills with ability to successfully interact with people at all levels of the organization and clients.

Suitable candidates should be able to create quality written presentations and articles for Advisor and client consumption, organize and prioritize workflow and projects, and be detail-oriented, highly organized and adaptable.

We offer competitive benefits, including medical, dental and vision coverage, Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

In addition to a rewarding career, you will enjoy 18 days of paid time off (PTO), accrued annually, 12 paid holidays each year, and reimbursement for tuition, licensing, and other credentials.