Internal Portfolio Strategy Advisor

Manulife Financial; Tempe (AZ); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental benefits

Vacation days

Pension/401(k) savings plans

Wellness benefits

Job summary

A leading financial services firm based in Tempe, Arizona, is seeking an Internal Business Consultant. This role involves partnering with external consultants to develop and implement programs for advisors to enhance their business. Candidates should hold relevant FINRA licenses and possess strong analytical and relationship management skills. This position offers a competitive salary and customizable benefits in a hybrid working environment.

Qualifications

• 1-5 years of sales/consulting experience preferably within the financial services industry.
• Solid understanding of mutual funds, ETFs, UCITS, 529 College Savings Plans, and Separately Managed Accounts.
• Ability to learn and adapt quickly while applying creativity.

Responsibilities

• Run and analyze advisor portfolios to uncover opportunities.
• Lead projects for department initiatives to implement new processes.
• Act as a mentor to new Inside Wholesalers.

Skills

Research and analytic capabilities

Relationship management

Problem-solving

Time management

Interpersonal skills

Education

Bachelor's degree or equivalent experience

FINRA Series 7 and 63, 65, or 66

Tools

Morningstar Workstation

Morningstar Advisor Portal

John Hancock Portfolio Insight

Job description

A leading financial services firm based in Tempe, Arizona, is seeking an Internal Business Consultant. This role involves partnering with external consultants to develop and implement programs for advisors to enhance their business. Candidates should hold relevant FINRA licenses and possess strong analytical and relationship management skills. This position offers a competitive salary and customizable benefits in a hybrid working environment.