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Advisor-Facing Investment Solutions Consultant
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-01-03
Listing for:
Envestnet | Retirement Solutions
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial technology firm is seeking an Investment Product Consultant to support its Sales department. The role involves promoting investment solutions, developing distribution strategies, and assisting financial advisors with custom portfolio design. Candidates should have a Bachelor’s in finance or related field and 1-3 years of experience in financial services, with an emphasis on client interaction. This position offers a competitive salary of $60,000 to $80,000 and participation in a sales incentive plan.
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