Skip to contentPortfolio Consultant
| Company | Capital Group |
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| Location | San Antonio, TX, USA |
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| Salary | $112509 – $180014 |
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| Type | Full-Time |
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| Degrees | Bachelor’s, MBA |
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| Experience Level | Senior |
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Requirements
- 5+ years of investment industry experience with knowledge of advisory business, investment products, capital markets, and portfolio construction concepts
- Bachelor’s degree required. MBA Preferred
- Advanced accreditation (CIMA, CFA, CFP)
- Experience contributing to and/or leading projects
- SIE is required to apply
- Must hold Series 7 & 66
- Analytical skills and attention to detail in areas of high complexity
Responsibilities
- Consult with intermediaries on portfolio construction
- Prepare analytical reports and insights on investment products and portfolios
- Identify challenges/opportunities and recommend solutions
- Interact and collaborate effectively with a diverse group of associates and clients
Preferred Qualifications
