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Portfolio Consultant

Department: Investments
Location: Omaha, NE


Who We Want

The Portfolio Consultant is an integral part of the organization and will help support the Investment Strategy Group in a number of key areas. These include ongoing support of and engagement with current advisor partners through education and proactive communication around the firm’s investment platform and strategies. The Portfolio Consultant will also be a key part of new partners’ transformation as they join the Carson Group.

 

What To Expect

 

What You Need

Preferred:

 

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.