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Willenborg Wealth Management is seeking an entry-level Investment Research Consultant to assist in analyzing client portfolios and providing tailored investment recommendations. The role requires strong analytical skills, effective communication, and a willingness to engage with financial advisors while supporting business development efforts.
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Job Summary
Uses specialized knowledge and skills obtained through education and experience to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted.
Develops both tactical and strategic plans and works independently on complex assignments that are broad in nature with latitude for un-reviewed actions or decisions.
Educate advisors on portfolio management and the proprietary technology available to support their practice, both on an individual basis and in a group setting.
Matching Summary
Match Score: 75
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Willenborg Wealth Management is seeking an entry-level Investment Research Consultant to assist in analyzing client portfolios and providing tailored investment recommendations. The role requires strong analytical skills, effective communication, and a willingness to engage with financial advisors while supporting business development efforts.
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Skills & Requirements
Must-have
Analyze portfolio analytics
Asset allocation and investment holdings
Consult with financial advisors
Develop tactical and strategic plans
Use analytical tools and software
Maintain market knowledge
Nice-to-have
Client-first, integrity, independence
Contribute to continuous evolution
Inspire others to grow professionally
Make prompt, pragmatic choices
Key Requirements
Bachelor's Degree in Business Administration, Finance or related discipline
Minimum of three (3) years of financial services industry experience
Series 7 and 66 licenses required within one (1) year of hire