Senior Wealth Portfolio Consultant

Strive Solutions; Tempe (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Strive Solutions seeks an experienced professional to provide expert investment and financial planning consultation to financial advisors and high-net-worth clients. You will develop tax-efficient portfolios and asset-transition strategies, advise on alternative investments, and support suitability and fund selection.

You will manage complex cases, ensure compliant recommendations, mentor associates, and stay informed on regulatory changes to guide clients effectively.

Qualifications

• Strong investment management, financial planning, and tax-aware strategy expertise.
• Ability to analyze complex situations and provide sound, compliant recommendations.
• Knowledge of suitability requirements and fund selection considerations.
• Experience with alternative investments and client-focused portfolio design.
• Excellent problem-solving, communication, and leadership/mentoring skills.

Responsibilities

• Deliver investment and financial planning expertise to advisors and high-net-worth clients.
• Create tax-efficient portfolio and asset-transition strategies.
• Evaluate and advise on alternative investment options.
• Support suitability reviews and fund selection recommendations.
• Resolve escalations and handle complex, high-impact client situations.
• Collaborate on strategic initiatives and mentor associates.
• Monitor industry trends and regulatory changes to inform guidance.

Skills

Investment management

Financial planning

Tax-aware strategy

Complex case analysis

Communication

Leadership/mentoring

Job description

Role Summary

Provide expert investment and financial planning consultation to financial advisors and high-net-worth clients. Develop

Role Summary

Provide expert investment and financial planning consultation to financial advisors and high-net-worth clients. Develop tax-efficient portfolio and asset-transition strategies, advise on alternative investments, and support suitability and fund selection. Manage and advise on complex cases, ensuring recommendations are well-structured and aligned with client objectives.

Key Duties

• Deliver investment and financial planning expertise to advisors and high-net-worth clients.
• Create tax-efficient portfolio and asset-transition strategies.
• Evaluate and advise on alternative investment options.
• Support suitability reviews and fund selection recommendations.
• Resolve escalations and handle complex, high-impact client situations.
• Collaborate on strategic initiatives and mentor associates.
• Monitor industry trends and regulatory changes to inform guidance.

Qualifications & Skills

• Strong investment management, financial planning, and tax-aware strategy expertise.
• Ability to analyze complex situations and provide sound, compliant recommendations.
• Knowledge of suitability requirements and fund selection considerations.
• Experience with alternative investments and client-focused portfolio design.
• Excellent problem-solving, communication, and leadership/mentoring skills.