Investment Consultant - Portfolio Solutions Group

21 days ago

Indianapolis, Indiana, United States

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Job Description

The job post is for an Investment Consultant in the Portfolio Solutions Group at Jobs via eFinancialCareers in Indianapolis, IN. The role involves providing guidance to clients virtually, understanding their financial goals, and collaborating with internal specialists to help clients fulfill their goals. The consultant will offer wealth management recommendations, financial planning guidance, and support asset consolidation. The position requires proactive communication with clients and utilizing digital tools for client outreach.

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