Job details

Advisory Consultant

Vestmark Advisory Solutions is seeking an Advisory Consultant to support financial advisors and manage client relationships. This role requires a growth mindset and collaboration in a fast-paced environment.

Skills

Strong communication skills
Ability to collaborate effectively
Resourcefulness in problem-solving
Excellent organizational skills
Knowledge of financial markets and investment products

Responsibilities

Work closely with Financial Advisors to manage client relationships
Assist with proposal generation and account opening
Attend industry events and participate in onboarding calls
Communicate investment strategies and outcomes with the investment team
Respond to client inquiries via phone and email
Collaborate to improve operational processes and systems

Education

Bachelor's degree in a relevant field
Series 63 certification

Benefits

Equal opportunity employer
Inclusive environment
Diversity celebration

To read the complete job description, please click on the ‘Apply’ button

By Vestmark, Inc.

Headquartered outside of Boston, MA and founded in 2001, Vestmark is a provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors.

1 jobs

MATCH

Calculating your matching score...

FUNDING

Private

DEPARTMENTS

Consulting

SENIORITY LEVEL REQUIREMENT

Mid-Level

INDUSTRY

Information Technology

TEAM SIZE