Wealth Solutions Consultant

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

Benefits offered by this job

401k match

Medical insurance

Education reimbursement

PTO

Job summary

Envestnet is seeking a Wealth Solutions professional to drive adoption of investment solutions across advisor, RIA and institutional clients, aligning portfolios with client objectives. You will partner with sales teams, relationship managers and advisors to position portfolios, managed accounts, model portfolios and investment products that align with client objectives.

Provides consulting expertise through portfolio reviews, book-of-business analysis, solution design and platform solution

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field, or equivalent combination of education and experience.
• 1-3+ years of experience in wealth management, investment consulting, financial services, or advisor-facing support roles.
• CFA Level I candidate or above.

Responsibilities

• Drive adoption, growth and implementation of investment solutions across financial advisor, RIA and institutional client segments.
• Partner with sales teams, relationship managers and advisors to position portfolios, managed accounts, model portfolios and investment products that align with client objectives.
• Provides consulting expertise through portfolio reviews, book-of-business analysis, solution design and platform solution management (PSM) support, including product mapping and model building.
• Builds trusted relationships with clients and internal partners to enhance investment outcomes and increase platform utilization.
• Supports senior team members in positioning Envestnet investment solutions to financial advisors and small firms.
• Builds foundational knowledge of managed accounts, model portfolios and third-party strategist offerings.
• Assists in creating investment proposals, performance reports and pitch materials tailored to advisor’s needs.
• Participate in client and prospect meetings, helping explain product features, investment philosophy and platform capabilities.
• Prepare follow-up notes, action items and next steps after client meetings.
• Tracks sales activity, updates CRM system and ensures timely follow-up on leads, proposals and service requests.
• Monitors market trends and product updates to continuously build investment acumen.
• Ensures all sales activities and communications comply with regulatory requirements and Envestnet policies.
• Conducts firm configuration reviews and current portfolio analysis to inform solution design and out bounding efforts.
• Provides PSM support, including product mapping and model building on the platform.
• Delivers advisor/client presentations and manages case follow-up to support ongoing service.
• Responds to ad-hoc troubleshooting requests and provides email follow-up support to advisors.
• Provides CC sales support and tracks activity in Salesforce.

Skills

Wealth management experience

Investment solutions knowledge

CRM experience (Salesforce)

Portfolio analysis

Education

Bachelor's degree in Finance, Economics, Business

CFA Level I candidate

Tools

Salesforce

Job description

Description

The application window will close December 31st, 2026.

Job Location

The primary work location for this role is our Berwyn, PA, Denver, CO office or Remote with a hybrid or remote work model.

About Envestnet

Envestnet is an adaptiveWealthTechcompany that isredefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.Backed byover25 years of experience and approximately$7.0 trillionin platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

The Team You'll Join

You’ll join Envestnet's Wealth Solutions team, a group of investment and consulting professionals focused on helping financial advisors deliver better outcomes for their clients. Working closely with advisors, sales partners, and relationship managers, the team provides portfolio insights, investment solution support, and platform expertise to drive advisor success and deepen adoption of Envestnet's solutions.

How You'll Contribute

• Drives the adoption, growth and implementation of investment solutions across financial advisor, RIA and institutional client segments.
• Partners with sales teams, relationship managers and advisors to position portfolios, managed accounts, model portfolios and investment products that align with client objectives.
• Provides consulting expertise through portfolio reviews, book-of-business analysis, solution design and platform solution management (PSM) support, including product mapping and model building.
• Builds trusted relationships with clients and internal partners to enhance investment outcomes and increase platform utilization.
• Supports senior team members in positioning Envestnet investment solutions to financial advisors and small firms.
• Builds foundational knowledge of managed accounts, model portfolios and third-party strategist offerings.
• Assists in creating investment proposals, performance reports and pitch materials tailored to advisor’s needs.
• Participate in client and prospect meetings, helping explain product features, investment philosophy and platform capabilities.
• Prepare follow-up notes, action items and next steps after client meetings.
• Tracks sales activity, updates CRM system and ensures timely follow-up on leads, proposals and service requests.
• Monitors market trends and product updates to continuously build investment acumen.
• Ensures all sales activities and communications comply with regulatory requirements and Envestnet policies.
• Conducts firm configuration reviews and current portfolio analysis to inform solution design and out bounding efforts.
• Provides PSM support, including product mapping and model building on the platform.
• Delivers advisor/client presentations and manages case follow-up to support ongoing service.
• Responds to ad-hoc troubleshooting requests and provides email follow-up support to advisors.
• Provides CC sales support and tracks activity in Salesforce.

What You'll Need to Bring

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.

Nice-to-Haves

• CFA Level I candidate or above
• Prior experience working with financial advisors
• Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent combination of education and experience.
• 1-3+ years of experience in wealth management, investment consulting, financial services, or advisor-facing support roles.

Why You'll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards- because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investmentin You

This role offers a base salary range of $74,000 to $99,100. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.

We provide a comprehensive suite of benefits - subject to Envestnet's plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [e-mail]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.