Portfolio Consultant, Wealth Management

Jobot; Franklin (TN); On-site; USD 150,000 - 225,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Disability insurance

Paid vacation & holidays

Job summary

Jobot is seeking a Portfolio Consultant in Wealth Management to empower advisor teams with investment expertise and actionable guidance. You will help build portfolios, assess asset allocation, and engage in high-net-worth client conversations to deliver thoughtful, compliant advice.

The role blends technical investment knowledge with clear communication, partnering with investment and marketing teams to create materials and training that elevate client service.

Qualifications

• 5+ years in wealth management, investment consulting, portfolio analysis, or related roles.
• Deep knowledge of portfolio construction and investment vehicles (ETFs, mutual funds, SMAs, model portfolios).
• Experience with alternatives and private markets (private equity, private credit, hedge funds, structured solutions).

Responsibilities

• Support advisors with portfolio construction, asset allocation, model portfolios, and implementation.
• Evaluate where alternatives and private markets fit within client portfolios.
• Participate in client conversations, proposals, and portfolio reviews for high-net-worth relationships.
• Turn market insights into presentations, training, and practical resources for advisors.
• Collaborate with investment and marketing teams on client materials and business development support.
• Stay current on markets and identify ways to improve advisor education and workflows.

Skills

Wealth management

Portfolio analysis

Investment consulting

OCIO support

Education

CFA/CF A/CIMA/CAIA/CFP designation preferred

Job description

Portfolio Consultant, Wealth Management

Advisor Facing / RIA / Franklin, TN

$150000 - $225000 per year | Franklin, TN | On-site | Permanent

A bit about us:

We’re a growing wealth management firm with a planning-first approach and a people-first culture. We help clients connect their financial decisions to what matters most in their lives and support our advisors with the resources, expertise, and collaboration to deliver thoughtful advice.

Why join us?

• Make a meaningful impact as a trusted investment resource for advisor teams.
• Work closely with investment partners across traditional, alternative, and private market strategies.
• Join a supportive team that values humility, initiative, and strong relationships.
• Continue growing through education and professional development.
• Enjoy health, dental, vision, 401(k), life and disability insurance, paid vacation, and holidays.

Job Details

You’ll bridge investment expertise and advisor execution, helping teams understand investment solutions, build portfolios, and navigate client conversations with confidence. This role combines technical depth with clear communication and a collaborative, service-oriented approach.

What You’ll Do:

• Support advisors with portfolio construction, asset allocation, model portfolios, and implementation.
• Help teams evaluate where alternatives and private market investments fit within client portfolios.
• Participate in client conversations, proposals, and portfolio reviews, particularly for high-net-worth relationships.
• Turn market insights and investment updates into clear presentations, training, and practical resources.
• Partner with investment and marketing teams on client materials and business development support.
• Stay current on markets and identify ways to improve advisor education, communication, and workflows.

What You Bring:

• 5+ years in wealth management, investment consulting, portfolio analysis, OCIO support, or a related role.
• Strong knowledge of portfolio construction and investment vehicles, including ETFs, mutual funds, SMAs, and model portfolios.
• Deep experience with alternatives and private markets, including private equity, private credit, hedge funds, structured solutions, and related operational workflows.
• The ability to explain complex concepts clearly and build trust with advisors and colleagues.
• Strong organization, attention to detail, and sound judgment when balancing priorities.
• CFA, CIMA, CAIA, or CFP designation preferred or in progress; independent RIA experience, tax-aware investing knowledge, and mentoring experience are additional pluses.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

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