Senior Portfolio Consultant, Wealth Management Advisors
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Jobot is seeking a Portfolio Consultant in Wealth Management to empower advisor teams with investment expertise and actionable guidance. You will help build portfolios, assess asset allocation, and engage in high-net-worth client conversations to deliver thoughtful, compliant advice.
The role blends technical investment knowledge with clear communication, partnering with investment and marketing teams to create materials and training that elevate client service.
This role is for the Senior Portfolio Consultant, Wealth Management for Advisors role at Jobot.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Franklin, TN, United States.
This opportunity is part of our work in Finance, Consulting.
The advertised compensation is 150..
We aim to respond to suitable candidates as soon as possible.
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