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Portfolio Consultant in Phoenix

Longboard Asset Management

Longboard Asset Management

Portfolio Consultant in Phoenix

Phoenix, AZ
Full Time
Paid
  • Responsibilities

    Longboard Asset Management is hiring Portfolio Consultants to join our Phoenix-based team. Our Portfolio Consultants work with a wide range of financial advisors to understand their practices and to deliver solutions that improve their core businesses.

    You will cover an exclusive territory, consisting of multiple states, and manage, cultivate and grow relationships with our current clients and future prospects. Knowledge of the financial sector will be vital to your success, as the advisors we serve use a diverse range of capital market strategies.

    To continue Longboard’s expansion, we are seeking exceptional candidates who will thrive in a high-growth culture.

    Primary Responsibilities:

    • Consult with financial advisors who have an interest in alternative investment strategies

    • Work directly with the Managing Director to formulate and execute business strategy for your territory

    • Cultivate new relationships with financial advisors via phone and email

  • Qualifications

    Experience/Skills Required:

    • Bachelor’s degree or equivalent work experience

    • 1-3 years of finance experience

    • Capital markets knowledge

  • Compensation
    Base + Commission
  • Benefits

    Health, Dental, Vision, 401k, and Unlimited Vacation.

  • Industry
    Financial Services
  • About Us

    Longboard is an asset management firm that specializes in alternative investments. We help financial advisors diversify their clients’ portfolios so that they can better navigate the investment ocean.