Wealth Solutions Consultant (Remote/Hybrid)

Envestnet

United States

Hybrid

USD 74,000 - 99,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

PTO

401k match

Parental leave

Education reimbursement

Disability coverage

Mental health support

Job summary

Envestnet, a Wealth Solutions leader, seeks a professional to drive adoption of investment solutions across advisory and institutional client segments. You will partner with sales, relationship managers and advisors to align portfolios with client objectives.

The role includes consulting on portfolio reviews, model building and presenting solutions, while maintaining CRM accuracy in Salesforce. A CFA candidate is preferred; 1–3+ years in wealth management or advisor-facing roles are expected,

Qualifications

Experience in wealth management, investment consulting, or financial services.
Bachelor's degree in Finance, Economics, Business, or related field.
1–3+ years of experience in wealth management or advisor-facing support roles.

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 and model portfolios.
Provides consulting through portfolio reviews, book-of-business analysis, solution design and platform solution management.