Remote Wealth Solutions Consultant

Envestnet; Berwyn (PA); Hybrid; USD 74,000 - 99,000; Full time

Benefits offered by this job

Medical insurance

PTO

401k match

Paid parental leave

Education reimbursement

Disability coverage

Mental health support

Job summary

Envestnet is seeking a results-focused professional to drive adoption and growth of investment solutions for financial advisors, RIAs and institutions. You will work with sales, relationship managers and advisors to align portfolios with client objectives and build model portfolios.

Join a team that delivers portfolio insights, solution support and platform expertise to deepen advisor adoption and client success.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 1–3+ years of wealth management or advisor-facing support experience.
• CFA Level I candidate is a nice-to-have.

Responsibilities

• Drive adoption, growth and implementation of investment solutions for advisor, RIA and institutional clients.
• Partner with sales, relationship managers and advisors to position portfolios and model portfolios.
• Provide consulting through portfolio reviews, book-of-business analysis and platform design.
• Build trusted relationships to enhance outcomes and platform utilization.
• Support senior team members in solution positioning and client meetings.
• Create investment proposals and performance reports for advisors.

Skills

Wealth management

Financial services

Advisors experience

Education

Bachelor's degree in Finance

CFA Level I candidate

Job description

Envestnet is seeking a results-focused professional to drive adoption and growth of investment solutions for financial advisors, RIAs and institutions. You will work with sales, relationship managers and advisors to align portfolios with client objectives and build model portfolios.

Join a team that delivers portfolio insights, solution support and platform expertise to deepen advisor adoption and client success.