Wealth Solutions Consultant (Remote/Hybrid)

Envestnet; All (MO); Hybrid; USD 74,000 - 99,000; Full time

Job summary

Envestnet is seeking a Wealth Solutions professional to drive adoption and growth of investment solutions for financial advisors, RIAs, and institutions. You will partner with sales teams and relationship managers to position portfolios and model portfolios aligned with client goals.

You will deliver consulting through portfolio reviews, solution design and platform mapping, while building trusted relationships with clients and internal partners to boost platform usage.

Qualifications

• Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• 1-3+ years of experience in wealth management, investment consulting, financial services, or advisor-facing support roles.
• Bachelor's degree in Finance, Economics, Business, or a related field.
• CFA Level I candidate or above.

Responsibilities

• 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.

Skills

Wealth management

Portfolio analysis

Relationship building

Regulatory compliance awareness

Client consulting

Education

Bachelor's degree in Finance, Economics, Business

Tools

Salesforce

Job description

Envestnet is seeking a Wealth Solutions professional to drive adoption and growth of investment solutions for financial advisors, RIAs, and institutions. You will partner with sales teams and relationship managers to position portfolios and model portfolios aligned with client goals.

You will deliver consulting through portfolio reviews, solution design and platform mapping, while building trusted relationships with clients and internal partners to boost platform usage.